Original filing (PDF)20250430103445NAL0001095891001

LOCUST VALLEY CEMETERY ASSOCIATION

Name: LOCUST VALLEY CEMETERY ASSOCIATION — LOCUST VALLEY CEMETERY ASSOCIATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOCUST VALLEY CEMETERY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

LOCUST VALLEY CEMETERY ASSOCIATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCUST VALLEY CEMETERY ASSOCIATION.

Plan sponsor

Name

LOCUST VALLEY CEMETERY ASSOCIATION

EIN

11-1502725

Address

117 RYEFIELD RD · LOCUST VALLEY, NY · 11560

Phone

(516) 801-3266

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

SIDE BY SIDE FINANCIALS, INC.

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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