Original filing (PDF)20251216133335NAL0004257344001

THE WOODSIDE CEMETERY ASSOCIATION

Name: THE WOODSIDE CEMETERY ASSOCIATION — THE WOODSIDE CEMETERY ASSOCIATION RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: THE WOODSIDE CEMETERY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

THE WOODSIDE CEMETERY ASSOCIATION RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 THE WOODSIDE CEMETERY ASSOCIATION.

Plan sponsor

Name

THE WOODSIDE CEMETERY ASSOCIATION

EIN

31-0495480

Address

1401 SOUTH WOODSIDE BOULEVARD · MIDDLETOWN, OH · 45044

Phone

(513) 422-3291

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

2024-07-01

Tax period

2025-06-30

Filed

2025-12-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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