How big is Charles E. Davis Funeral Home, Inc.'s plan?

Charles E. Davis Funeral Home, Inc.'s plan reported $4.8M in assets and 7 participants for 2025.

Original filing (PDF)20260420134946NAL0000754227001

Charles E. Davis Funeral Home, Inc.

Name: Charles E. Davis Funeral Home, Inc. — Charles E., Form 5500 (2025)
Creator: Charles E. Davis Funeral Home, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles E. Davis Funeral Home, Inc. Profit Sharing PL

Defined-contribution retirement plan · Charles E. Davis Funeral Home, Inc.'s Charles E. Davis Funeral Home, Inc. Profit Sharing PL held $4.8M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Charles E. Davis Funeral Home, Inc.'s EIN is 59-1574381.

EIN 59-1574381

Plan number 001

Plan year 2025

ACK ID 20260420134946NAL0000754227001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles E. Davis Funeral Home, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles E. Davis Funeral Home, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES E. DAVIS FUNERAL HOME, INC..

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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

Vendor & structure

100

Helping the score