Original filing (PDF)20250219142609NAL0003506051001

HAISLEY FUNERAL & CREMATION SERVICES, INC.

Name: HAISLEY FUNERAL & CREMATION SERVICES, INC. — HAISLEY FUNERAL & CREMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HAISLEY FUNERAL & CREMATION SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

HAISLEY FUNERAL & CREMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 HAISLEY FUNERAL & CREMATION SERVICES, INC..

Plan sponsor

Name

HAISLEY FUNERAL & CREMATION SERVICES, INC.

EIN

59-2492812

Address

3015 OKEECHOBEE ROAD · FT. PIERCE, FL · 34947

Phone

(772) 461-5211

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-02-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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