Original filing (PDF)20250904123639NAL0010042339001

BERNHARDT FUNERAL HOME, INC.

Name: BERNHARDT FUNERAL HOME, INC. — BERNHARDT FUNERAL HOME 401(K) PLAN, Form 5500 (2024)
Creator: BERNHARDT FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

BERNHARDT FUNERAL HOME 401(K) PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 24.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

Plan health score

Above-average plan

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 24.6 months past the 10.5-month grace window.

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 BERNHARDT FUNERAL HOME, INC..

Plan sponsor

Name

BERNHARDT FUNERAL HOME, INC.

EIN

58-0903310all filings

Address

163 RIVER ST. · ELIJAY, GA · 30540

Phone

(706) 635-4325

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

2021-10-01

Tax period

2022-09-30

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

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

Related plans

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WORLEIN FUNERAL HOME, INC.

WORLEIN FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

$286K · 8 participants

ROLLINS FUNERAL HOME, INC.

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BROWN FUNERAL HOME, INC.

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