· 2022–2024 · DOL EFAST2

DAVID WILLIAMS FUNERAL SERVICE — DAVID WILLIAMS FUNERAL SERVICE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20251011125834NAL0008525729001

DAVID WILLIAMS FUNERAL SERVICE

Form 5500-SF

FILING_RECEIVED

DAVID WILLIAMS FUNERAL SERVICE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DAVID WILLIAMS FUNERAL SERVICE

EIN

11-3113697all filings

Address

10820 SUTPHIN BLVD · JAMAICA, NY · 114355433

Phone

(718) 291-3823

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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

JJ SHEPHERD & SONS INC

JJ SHEPHERD SONS, INC. 401(K) PROFIT SHARING PLAN TRUST

$436K · 6 participants

PENINSULA FUNERAL HOME, INC.

PENINSULA FUNERAL HOME, INC. EMPLOYEE 401K PROFIT SHARING PLAN

$435K · 21 participants

HUNTSMAN FUNERAL HOME

HUNTSMAN FUNERAL HOME PROFIT SHARING 401(K) PLAN

$432K · 4 participants

DONALDSON FUNERAL HOME INC

DONALDSON FUNERAL HOME INC SAFE HARBOR 401(K) PLAN

$432K · 5 participants

BACARELLA FUNERAL HOME, INC.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.