How big is Needham-Storey-Wampner Funeral Services, Inc.'s plan?

Needham-Storey-Wampner Funeral Services, Inc.'s plan reported $2.4M in assets and 36 participants for 2024.

Original filing (PDF)20250619080217NAL0001720947001

Needham-Storey-Wampner Funeral Services, Inc.

Name: Needham-Storey-Wampner Funeral Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Needham-Storey-Wampner Funeral Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Needham-Storey-Wampner 401(k) Pension and Profit Sharing Plan

401(k) retirement plan · Needham-Storey-Wampner Funeral Services, Inc.'s Needham-Storey-Wampner 401(k) Pension and Profit Sharing Plan held $2.4M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

John R. Potter signed Needham-Storey-Wampner Funeral Services, Inc.'s 2024 Form 5500 as plan administrator.

John R. Potter — 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

Needham-Storey-Wampner Funeral Services, Inc.'s EIN is 35-1722760.

EIN 35-1722760

Plan number 001

Plan year 2024

ACK ID 20250619080217NAL0001720947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Needham-Storey-Wampner Funeral Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Needham-Storey-Wampner Funeral Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEEDHAM-STOREY-WAMPNER FUNERAL SERVICES, INC..

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Plan health score

Above-average plan

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

100

Knocking points off