· 2022–2024 · DOL EFAST2

POWELL FUNERAL HOME, INC. — POWELL FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250612065117NAL0014556611001

POWELL FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

POWELL FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

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

93

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POWELL FUNERAL HOME, INC..

Plan sponsor

Name

POWELL FUNERAL HOME, INC.

EIN

11-1684179

Address

67 BROADWAY · AMITYVILLE, NY · 11701

Phone

(631) 691-0172

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RIDGE FUNERAL HOME & CREMATION SERV

RIDGE FUNERAL HOME 401(K) PLAN

$811K · 10 participants

HABEN FUNERAL HOME, LTD.

HABEN FUNERAL HOME, LTD. 401(K) PROFIT SHARING PLAN

$811K · 4 participants

NORTH SACRAMENTO FUNERAL HOME, INC.

NORTH SACRAMENTO FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

$808K · 10 participants

HOUGHLIN-GREENWELL FUNERAL HOME INC.

HOUGHLIN-GREENWELL FUNERAL HOME INC. CASH BALANCE PENSION PLAN

$808K · 3 participants

MARLATT MORTUARY & CREMATORY, INC.