Original filing (PDF)20250528101709NAL0004344579001

KOEPSELL FUNERAL HOME, INC.

Name: KOEPSELL FUNERAL HOME, INC. — KOEPSELL FUNERAL HOME, INC. INTEGRATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOEPSELL FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 KOEPSELL FUNERAL HOME, INC..

Plan sponsor

Name

KOEPSELL FUNERAL HOME, INC.

EIN

39-0918450

Address

301 NORTH WALNUT STREET · MAYVILLE, WI · 530501135

Phone

(920) 387-4440

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

2025-05-28

Pension benefit codes

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)

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

CABOT & SONS, INC.

CABOT & SONS, INC. 401(K) PLAN

$3.2M · 9 participants

E.F. BOYD & SON, INC.

E.F. BOYD & SON, INC. PROFIT SHARING PLAN

$3.2M · 26 participants

HANSEN MORTUARY, INC.

HANSEN MORTUARY RETIREMENT SAVINGS PLAN AND TRUST

$3.3M · 25 participants

ROBINSON COMPANY, INC.

ROBINSON COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$3.2M · 37 participants

THE BILLOW COMPANY

THE BILLOW COMPANY EMPLOYEES' 401(K) PLAN