· 2022–2024 · DOL EFAST2

THE MARCY FUNERAL HOME, INC. — THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250220151611NAL0004262771001

THE MARCY FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE MARCY FUNERAL HOME, INC.

EIN

34-1144401all filings

Address

208 LIBERTY STREET · CONNEAUT, OH · 440302797

Phone

(440) 593-4253

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

2024-12-31

Filed

2025-02-20

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

FAGEN-MILLER FUNERAL GARDENS, INC.

FAGEN-MILLER FUNERAL GARDENS, INC., 401(K) PROFIT SHARING PLAN

$475K · 3 participants

MEMORIAL ESTATE PLANNERS, INC.

MEMORIAL ESTATE PLANNERS, INC. 401(K) PLAN

$473K · 31 participants

EVANS-NORDBY FUNERAL HOMES, INC.

EVANS-NORDBY FUNERAL HOMES, INC., 401(K) PROFIT SHARING PLAN

$471K · 5 participants

R.W.WALKER FUNERAL HOME LLC

R.W.WALKER FUNERAL HOME LLC

$480K · 4 participants

HKH HOLDINGS INC

HKH HOLDINGS 401K

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.