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SERENITY MANAGEMENT — SERENITY CEMETERIES 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230130110950NAL0015428913001
SERENITY MANAGEMENT
Form 5500-SF
FILING_RECEIVED
SERENITY CEMETERIES 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SERENITY MANAGEMENT
.
Find decision makers
Plan sponsor
Name
SERENITY MANAGEMENT
EIN
35-2347531
Address
7220 NORTH 16TH STREET, SUITE E · PHOENIX, AZ · 85020
Phone
(602) 707-7399
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-01-30
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
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$0
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$0
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INTEGRA MANAGEMENT GROUP, INC. GCF BENEFIT PLAN
$0
OAK LAWN CEMETERY
OAK LAWN CEMETERY RESTATED PENSION TRUST
$0
MOUNT ARARAT CEMETERY, INC.
MOUNT ARARAT CEMETERY, INC. DEFINED BENEFIT PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HISTORIC OAKLAND FOUNDATION INC.
HISTORIC OAKLAND FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST
$0
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