Original filing (PDF)20250609130757NAL0011010691001

TIMOTHY A BERKEBILE FUNERAL HOME INC

Name: TIMOTHY A BERKEBILE FUNERAL HOME INC — TIMOTHY A BERKEBILE FUNERAL HOME INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TIMOTHY A BERKEBILE FUNERAL HOME INC

Form 5500-SF

FILING_RECEIVED

TIMOTHY A BERKEBILE FUNERAL HOME INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

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 TIMOTHY A BERKEBILE FUNERAL HOME INC.

Plan sponsor

Name

TIMOTHY A BERKEBILE FUNERAL HOME INC

EIN

25-1672821

Address

214 S. JULIANA STREET · BEDFORD, PA · 15522

Phone

(814) 623-6317

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

TIMOTHY A BERKEBILE FUNERAL HOME IN

EIN

25-1672821

City

BEDFORD, PA

Phone

(814) 623-6317

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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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