Original filing (PDF)20240520092318NAL0001233745001

COREY-KERLIN FUNERAL HOME, P.A.

Name: COREY-KERLIN FUNERAL HOME, P.A. — EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A., Form 5500 (2022)
Creator: COREY-KERLIN FUNERAL HOME, P.A.

Form 5500-SF

FILING_RECEIVED

EMPLOYEES PROFIT SHARING PLAN AND TRUST OF COREY-KERLIN FUNERAL HOME, P.A.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COREY-KERLIN FUNERAL HOME, P.A..

Plan sponsor

Name

COREY-KERLIN FUNERAL HOME, P.A.

EIN

59-1277438

Address

940 CESERY BOULEVARD · JACKSONVILLE, FL · 32211

Phone

(904) 744-8422

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

2022-08-01

Tax period

2023-07-31

Filed

2024-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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