Original filing (PDF)20250407144256NAL0016391889001

CARLSON FUNERAL SERVICE, INC.

Name: CARLSON FUNERAL SERVICE, INC. — CARLSON FUNERAL SERVICE, INC., PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARLSON FUNERAL SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

CARLSON FUNERAL SERVICE, INC., PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 CARLSON FUNERAL SERVICE, INC..

Plan sponsor

Name

CARLSON FUNERAL SERVICE, INC.

EIN

39-0197890

Address

134 NORTH STEVENS STREET · RHINELANDER, WI · 545013158

Phone

(715) 369-1414

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

2025-04-07

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

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

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

Related plans

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

MCSWAIN EVANS FUNERAL HOME, INC.

MCSWAIN EVANS FUNERAL HOME 401(K) PLAN

$1.6M · 14 participants

COCKLIN FUNERAL HOME, INC.

COCKLIN FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN

$1.6M · 3 participants

RIDLEY MEMORIAL INC

RIDLEY MEMORIAL 401(K) PROFIT SHARING PLAN AND TRUST

$1.6M · 8 participants

SCHELLHAAS FUNERAL HOME INC.

SCHELLHAAS FUNERAL HOME PROFIT SHARING PLAN

$1.6M · 9 participants

DENIS S. O'CONNOR, INC.

DENIS S. O'CONNOR, INC. RETIREMENT PLAN