Original filing (PDF)20251009091737NAL0006354369001

PETNER FUNERAL HOME, LTD

Name: PETNER FUNERAL HOME, LTD — PETNER FUNERAL HOME PENSION INVESTMENT PLAN, Form 5500 (2024)
Creator: PETNER FUNERAL HOME, LTD

Form 5500-SF

FILING_RECEIVED

PETNER FUNERAL HOME PENSION INVESTMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 PETNER FUNERAL HOME, LTD.

Plan sponsor

Name

PETNER FUNERAL HOME, LTD

EIN

23-2778992

Address

6421 FRANKFORD AVENUE · PHILADELPHIA, PA · 191353030

Phone

(215) 338-1466

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

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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