· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORTENSEN FUNERAL HOME, INC — MORTENSEN FUNERAL HOME, INC EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002111855NAL0000365713001
MORTENSEN FUNERAL HOME, INC
Form 5500-SF
FILING_RECEIVED
MORTENSEN FUNERAL HOME, INC EMPLOYEE PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
MORTENSEN FUNERAL HOME, INC
.
Find decision makers
Plan sponsor
Name
MORTENSEN FUNERAL HOME, INC
EIN
38-2420931
Address
2333 S MAIN STREET, PO BOX 488 · CENTRAL LAKE, MI · 49622
Phone
(231) 544-3600
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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
GEESEY FERGUSON FUNERAL HOME, INC.
GEESEY FERGUSON FUNERAL HOME, INC. 401(K) PLAN
$1.7M · 10 participants
SPEAR FUNERAL HOME, INC.
SPEAR FUNERAL HOME, INC., PROFIT SHARING PLAN
$1.7M · 6 participants
BARRANCO SEVERNA PARK FUNERAL
BARRANCO SEVERNA PARK FUNERAL 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 12 participants
STRUNK FUNERAL HOME, INC.
STRUNK FUNERAL HOME, INC. PROFIT SHARING PLAN
$1.7M · 5 participants
ENGLISH FUNERAL CHAPELS, INC.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ENGLISH FUNERAL CHAPELS, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 11 participants
LEAHY-MCDONALD FUNERAL HOME, INC.
LEAHY-MCDONALD FUNERAL HOME,INC. RETIREMENT PLAN
$1.7M · 3 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
