Original filing (PDF)20250723161403NAL0004366689001

PHILLIPS FUNERAL HOME, INC.

Name: PHILLIPS FUNERAL HOME, INC. — PHILLIPS FUNERAL HOME, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PHILLIPS FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

PHILLIPS FUNERAL HOME, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS FUNERAL HOME, INC..

Plan sponsor

Name

PHILLIPS FUNERAL HOME, INC.

EIN

31-0785553

Address

1004 S. 7TH ST. · IRONTON, OH · 45638

Phone

(740) 646-1905

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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