Original filing (PDF)20250414123901NAL0001690897001

BURKET-TRUBY FUNERAL HOME, INC.

Name: BURKET-TRUBY FUNERAL HOME, INC. — BURKET-TRUBY FUNERAL HOME, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BURKET-TRUBY FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

BURKET-TRUBY FUNERAL HOME, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 BURKET-TRUBY FUNERAL HOME, INC..

Plan sponsor

Name

BURKET-TRUBY FUNERAL HOME, INC.

EIN

25-1386882

Address

421 ALLEGHENY AVENUE · OAKMONT, PA · 151392001

Phone

(412) 828-3535

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

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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