Original filing (PDF)20251013151859NAL0002283360001

CHARLES G. SCHMITT FUNERAL HOME, INC.

Name: CHARLES G. SCHMITT FUNERAL HOME, INC. — CHARLES G. SCHMITT FUNERAL HOME, INC. PENSION PLAN, Form 5500 (2024)
Creator: CHARLES G. SCHMITT FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES G. SCHMITT FUNERAL HOME, INC. PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 CHARLES G. SCHMITT FUNERAL HOME, INC..

Plan sponsor

Name

CHARLES G. SCHMITT FUNERAL HOME, INC.

EIN

11-2193242

Address

3863 MERRICK ROAD · SEAFORD, NY · 11783

Phone

(516) 785-3380

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

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