· 2022–2024 · DOL EFAST2

JERRY W KINLEY FUNERAL HOME, LLC — JERRY W. KINLEY FUNERAL HOME, LLC 401(K) PROFIT SHARING PLAN A, Form 5500 (2022)

Original filing (PDF)20230920103559NAL0003841778001

JERRY W KINLEY FUNERAL HOME, LLC

Form 5500-SF

FILING_RECEIVED

JERRY W. KINLEY FUNERAL HOME, LLC 401(K) PROFIT SHARING PLAN A

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

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

52

Vendor & structure

100

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 JERRY W KINLEY FUNERAL HOME, LLC.

Plan sponsor

Name

JERRY W KINLEY FUNERAL HOME, LLC

EIN

47-2822175all filings

Address

1307 E HIGH ST · SPRINGFIELD, OH · 45505

Phone

(937) 521-4800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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