Original filing (PDF)20250228151404NAL0001323953001

CHARLES E. DAVIS FUNERAL HOME, INC.

Name: CHARLES E. DAVIS FUNERAL HOME, INC. — CHARLES E. DAVIS FUNERAL HOME, INC. PROFIT SHARING PL, Form 5500 (2024)
Creator: CHARLES E. DAVIS FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES E. DAVIS FUNERAL HOME, INC. PROFIT SHARING PL

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 CHARLES E. DAVIS FUNERAL HOME, INC..

Plan sponsor

Name

CHARLES E. DAVIS FUNERAL HOME, INC.

EIN

59-1574381

Address

3075 S FLORIDA AVE · INVERNESS, FL · 344506873

Phone

(352) 726-8323

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

CHARLES E. DAVIS FUNERAL HOME, INC.

EIN

59-1574381

City

INVERNESS, FL

Phone

(352) 726-8323

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

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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