Original filing (PDF)20251013095052NAL0001640704001

STEPHENS FUNERAL HOME, INC.

Name: STEPHENS FUNERAL HOME, INC. — STEPHENS FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STEPHENS FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

STEPHENS FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 STEPHENS FUNERAL HOME, INC..

Plan sponsor

Name

STEPHENS FUNERAL HOME, INC.

EIN

23-2157394

Address

274 NORTH KROCKS ROAD · ALLENTOWN, PA · 18106

Phone

(610) 434-6304

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

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

DENGLER FUNERAL HOME, INC.

DENGLER FUNERAL HOME, INC., INTEGRATED 401(K) PROFIT SHARING PLAN

$2.5M · 5 participants

SOLAN PRUZIN FUNERAL HOME, INC.

SOLAN PRUZIN FUNERAL HOME, INC. 401(K) PLAN

$2.5M · 14 participants

THOMAS E FITZGERALD FUNERAL HOME

THOMAS E FITZGERALD FUNERAL HOME 401 K PROFIT SHARING PLAN TRUST

$2.5M · 12 participants

RATTERMAN & SONS, INC.

RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN

$2.5M · 21 participants

THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC.