How big is Summers and SON Funeral Home, LLC's plan?

Summers and SON Funeral Home, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260310111310NAL0003656161001

Summers and SON Funeral Home, LLC

Name: Summers and SON Funeral Home, LLC — Summers and SON, Form 5500 (2025)
Creator: Summers and SON Funeral Home, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers and SON Funeral Home, LLC, 401(k) Profit Sharing Plan

401(k) retirement plan · Summers and SON Funeral Home, LLC's Summers and SON Funeral Home, LLC, 401(k) Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kelly Summers signed Summers and SON Funeral Home, LLC's 2025 Form 5500 as plan administrator.

Kelly Summers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summers and SON Funeral Home, LLC's EIN is 27-2005025.

EIN 27-2005025

Plan number 001

Plan year 2025

ACK ID 20260310111310NAL0003656161001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summers and SON Funeral Home, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summers and SON Funeral Home, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERS AND SON FUNERAL HOME, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score