Original filing (PDF)20250506101538NAL0014209680001

DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC.

Name: DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC. — DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC., INTEGRATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC., INTEGRATED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC..

Plan sponsor

Name

DALEY-MURPHY-WISCH & ASSOCIATES FUNERAL HOME, INC.

EIN

39-1615008

Address

2355 CRANSTON ROAD · BELOIT, WI · 53511

Phone

(608) 362-3444

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

2025-05-06

Pension benefit codes

2E · Profit-sharing

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

2J · 401(k) feature

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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