How big is Overton Funeral Home Inc.'s plan?

Overton Funeral Home Inc.'s plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250709094835NAL0012731106001

Overton Funeral Home Inc.

Name: Overton Funeral Home Inc. — Overton Funeral Home, Form 5500 (2024)
Creator: Overton Funeral Home Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overton Funeral Home Inc. 401(k) Plan

401(k) retirement plan · Overton Funeral Home Inc.'s Overton Funeral Home Inc. 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Overton Funeral Home Inc.'s EIN is 11-2009039.

EIN 11-2009039

Plan number 003

Plan year 2024

ACK ID 20250709094835NAL0012731106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overton Funeral Home Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overton Funeral Home Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score