· 2022–2024 · DOL EFAST2

UNION CEMETERY ASSOCIATION — UNION CEMETERY ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250910104541NAL0013399619001

UNION CEMETERY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

UNION CEMETERY ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

20

Accounts w/ balance

17

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

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

51

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNION CEMETERY ASSOCIATION.

Plan sponsor

Name

UNION CEMETERY ASSOCIATION

EIN

31-4329100all filings

Address

3349 OLENTANGY RIVER RD · COLUMBUS, OH · 432021520

Phone

(614) 267-5471

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BROADWAY MORTUARY, INC.

BROADWAY MORTUARY INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

$248K · 15 participants

LEROY P WOOSTER FUNERAL HOME L

LEROY P WOOSTER FUNERAL HOME L 401(K) PROFIT SHARING PLAN & TRUST

$251K · 7 participants

CERES CEMETERY ASSOCIATION INC

CERES CEMETERY ASSOCIATION INC 401(K) PROFIT SHARING PLAN & TRUST

$230K · 14 participants

ST. JOSEPH'S CEMETERY

SAINT JOSEPH'S CEMETERY 401(K) PLAN

$228K · 4 participants

MEMORIAL PARK CEMETERY OF LIMA

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.