Original filing (PDF)20240722100044NAL0006255635001

O & B FUNERAL HOMES, INC.

Name: O & B FUNERAL HOMES, INC. — OWENS & BRUMLEY FUNERAL HOMES 401(K) PLAN, Form 5500 (2023)
Creator: O & B FUNERAL HOMES, INC.

Form 5500-SF

FILING_RECEIVED

OWENS & BRUMLEY FUNERAL HOMES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

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 O & B FUNERAL HOMES, INC..

Plan sponsor

Name

O & B FUNERAL HOMES, INC.

EIN

20-1675193all filings

Address

1317 NINTH STREET · WICHITA FALLS, TX · 76301

Phone

(940) 322-3181

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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