Original filing (PDF)20250203074348NAL0006512625001

HAROLD W. VICK FUNERAL HOME, INC.

Name: HAROLD W. VICK FUNERAL HOME, INC. — HAROLD W. VICK FUNERAL HOME, INC., SIMPLIFIED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HAROLD W. VICK FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

HAROLD W. VICK FUNERAL HOME, INC., SIMPLIFIED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 HAROLD W. VICK FUNERAL HOME, INC..

Plan sponsor

Name

HAROLD W. VICK FUNERAL HOME, INC.

EIN

38-2336276

Address

18781 WIGEON DRIVE · CLINTON TOWNSHIP, MI · 480381168

Phone

(586) 463-0098

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

2024-01-01

Tax period

2024-12-31

Filed

2025-02-03

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

ROBERSON FUNERAL HOMES, INC.

ROBERSON FUNERAL HOMES, INC., INTEGRATED PROFIT SHARING PLAN

$1.9M · 12 participants

BAGOZZI TWINS FUNERAL HOME, INC.

BAGOZZI TWINS FUNERAL HOME, INC. 401(K) PLAN

$1.8M · 2 participants

HARTSELL FUNERAL HOME, INC.

HARTSELL FUNERAL HOME, INC. PROFIT SHARING PLAN

$1.9M · 57 participants

STURINO FUNERAL HOME

STURINO FUNERAL HOME,401(K)SAVINGS PLAN

$1.8M · 5 participants

JOSEPH LEVINE & SON, INC.

JOSEPH LEVINE & SON, INC. PROFIT SHARING PLAN