Original filing (PDF)20260105131919NAL0005800371001

JOHN E. GLEASON FUNERAL HOME

Name: JOHN E. GLEASON FUNERAL HOME — JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN E. GLEASON FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JOHN E. GLEASON FUNERAL HOME.

Plan sponsor

Name

JOHN E. GLEASON FUNERAL HOME

EIN

22-1727077

Address

1360 HAMILTON STREET · SOMERSET, NJ · 08873

Phone

(732) 545-0700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-01-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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