Original filing (PDF)20251009161515NAL0003752883001

SMITH & SONS FUNERAL HOMES, INC.

Name: SMITH & SONS FUNERAL HOMES, INC. — SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMITH & SONS FUNERAL HOMES, INC.

Form 5500-SF

FILING_RECEIVED

SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SMITH & SONS FUNERAL HOMES, INC..

Plan sponsor

Name

SMITH & SONS FUNERAL HOMES, INC.

EIN

35-1528303

Address

207 N. MAIN ST. · COLUMBIA CITY, IN · 46725

Phone

(260) 244-7601

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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