· 2022–2024 · DOL EFAST2

ROBERSON FUNERAL HOMES, INC. — ROBERSON FUNERAL HOMES, INC., INTEGRATED PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250318111154NAL0006195938001

ROBERSON FUNERAL HOMES, INC.

Form 5500-SF

FILING_RECEIVED

ROBERSON FUNERAL HOMES, INC., INTEGRATED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

12

Accounts w/ balance

12

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

86

/ 100

Grade A

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

51

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERSON FUNERAL HOMES, INC..

Plan sponsor

Name

ROBERSON FUNERAL HOMES, INC.

EIN

43-0888866

Address

1107 SOUTH 25TH STREET · PO BOX 46 · BETHANY, MO · 64424

Phone

(660) 425-3315

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

2025-03-18

Pension benefit codes

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

2E · Profit-sharing

2T · Default investment account (QDIA)

2H · Partial participant-directed accounts

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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