· 2022–2024 · DOL EFAST2

MARION NELSON FUNERAL HOME, INC. — MARION NELSON FUNERAL HOME, INC. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250311094901NAL0034692898001

MARION NELSON FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

MARION NELSON FUNERAL HOME, INC. 401(K) PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

6

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

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

59

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 MARION NELSON FUNERAL HOME, INC..

Plan sponsor

Name

MARION NELSON FUNERAL HOME, INC.

EIN

59-0966014all filings

Address

454 SOUTH BUCK MOORE ROAD · LAKE WALES, FL · 33853

Phone

(863) 676-2541

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

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LAMBIE FUNERAL HOME, INC.

LAMBIE FUNERAL HOME, INC. PROFIT SHARING PLAN

$203K · 3 participants

CHAD POITRAS ENTERPRISES, LLC

CHAD POITRAS ENTERPRISES 401(K) PLAN

FINCH & FINCH, INC.

FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST

$202K · 6 participants

JOHN F TIERNEY FUNERAL HOME INC

JOHN F TIERNEY FUNERAL HOME INC 401(K) PROFIT SHARING PLAN AND TRUST

$202K · 6 participants

MARTINEZ FUNERAL INC

MARTINEZ FUNERAL INC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.