How big is Locust Valley Cemetery Association's plan?

Locust Valley Cemetery Association's plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250430103445NAL0001095891001

Locust Valley Cemetery Association

Name: Locust Valley Cemetery Association — Locust Valley, Form 5500 (2024)
Creator: Locust Valley Cemetery Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Locust Valley Cemetery Association 401(k) Profit Sharing Plan

401(k) retirement plan · Locust Valley Cemetery Association's Locust Valley Cemetery Association 401(k) Profit Sharing Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

VU TRAN signed Locust Valley Cemetery Association's 2024 Form 5500 as plan administrator.

VU TRAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Locust Valley Cemetery Association's EIN is 11-1502725.

EIN 11-1502725

Plan number 005

Plan year 2024

ACK ID 20250430103445NAL0001095891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Locust Valley Cemetery Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Locust Valley Cemetery Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCUST VALLEY CEMETERY ASSOCIATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off