How big is Connelly Funeral Homes' plan?

Connelly Funeral Homes' plan reported $4K in assets and 14 participants for 2022.

Original filing (PDF)20231017091206NAL0040183217001

Connelly Funeral Homes

Name: Connelly Funeral Homes — Connelly Funeral Homes, Form 5500 (2022)
Creator: Connelly Funeral Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connelly Funeral Homes 401(k) Plan

401(k) retirement plan · Connelly Funeral Homes' Connelly Funeral Homes 401(k) Plan held $4K in plan assets for 14 participants in 2022.

Signals · 1

Late filing · 35.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Gregory Connelly signed Connelly Funeral Homes' 2022 Form 5500 as plan administrator.

Gregory Connelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connelly Funeral Homes' EIN is 52-1487980.

EIN 52-1487980

Plan number 001

Plan year 2022

ACK ID 20231017091206NAL0040183217001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Connelly Funeral Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Connelly Funeral Homes' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNELLY FUNERAL HOMES.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 35.0 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