How big is Allen Mortuary's plan?

Allen Mortuary's plan reported $1.6M in assets and 12 participants for 2024.

Original filing (PDF)20250530121442NAL0005243331001

Allen Mortuary

Name: Allen Mortuary — Allen Mortuary Employees Savings, Form 5500 (2024)
Creator: Allen Mortuary
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen Mortuary Employees Savings Trust

401(k) retirement plan · Allen Mortuary's Allen Mortuary Employees Savings Trust held $1.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Laura Walters signed Allen Mortuary's 2024 Form 5500 as plan administrator.

Laura Walters — Plan Administrator — Form 5500 signer
Michael Allen — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allen Mortuary's EIN is 20-3249764.

EIN 20-3249764

Plan number 001

Plan year 2024

ACK ID 20250530121442NAL0005243331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allen Mortuary from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allen Mortuary's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEN MORTUARY.

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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