How big is Morton and Whetstone Funeral Home's plan?

Morton and Whetstone Funeral Home's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20250729141136NAL0004852304001

Morton and Whetstone Funeral Home

Name: Morton and Whetstone Funeral Home — Morton and, Form 5500 (2024)
Creator: Morton and Whetstone Funeral Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton and Whetstone Funeral Home SOCA Benefit Plan

Health & welfare plan · Morton and Whetstone Funeral Home's Morton and Whetstone Funeral Home SOCA Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$971

People on this filing

Matt Appenzeller signed Morton and Whetstone Funeral Home's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Morton and Whetstone Funeral Home's EIN is 31-1407745.

EIN 31-1407745

Plan number 501

Plan year 2024

ACK ID 20250729141136NAL0004852304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morton and Whetstone Funeral Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morton and Whetstone Funeral Home's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score