· 2022–2024 · DOL EFAST2

LAWRENCE A. JONES MORTUARY, INC. — LAWRENCE A. JONES & SONS FUNERAL CHAPELS 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240108123805NAL0007315185001

LAWRENCE A. JONES MORTUARY, INC.

Form 5500-SF

FILING_RECEIVED

LAWRENCE A. JONES & SONS FUNERAL CHAPELS 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 25.7 mo

Active participants

50

Accounts w/ balance

5

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

75

Total plan cost

n/a

Plan health

29

Vendor & structure

100

Knocking points off

Filed 25.7 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAWRENCE A. JONES MORTUARY, INC..

Plan sponsor

Name

LAWRENCE A. JONES MORTUARY, INC.

EIN

43-0823019

Address

1800 E. LINWOOD BOULEVARD · KANSAS CITY, MO · 64109

Phone

(816) 921-1800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-01-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

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