Original filing (PDF)20250719102251NAL0002822641001

OWEN FUNERAL HOME INC

Name: OWEN FUNERAL HOME INC — OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OWEN FUNERAL HOME INC

Form 5500-SF

FILING_RECEIVED

OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$324

Net assets (EOY)

$324

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 OWEN FUNERAL HOME INC.

Plan sponsor

Name

OWEN FUNERAL HOME INC

EIN

61-0623494all filings

Address

5317 DIXIE HWY · LOUISVILLE, KY · 40216

Phone

(502) 592-5099

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

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

ZAK-THACKER & MONBARREN FUNERAL HOME

ZAK-THACKER & MONBARREN FUNERAL HOME OFB BENEFIT PLAN

$383 · 2 participants

WEIGEL FUNERAL HOME

WEIGEL FUNERAL HOME SOCA BENEFIT PLAN

$215 · 3 participants

RH BRUNS VAULT AND MONUMENT CO

RH BRUNS VAULT AND MONUMENT CO MCF BENEFIT PLAN

$460 · 2 participants

GILLIGAN FUNERAL HOME

GILLIGAN FUNERAL HOME SOCA BENEFIT PLAN

$184 · 2 participants

STITH FUNERAL HOMES, LLC

STITH FUNERAL HOMES, LLC MCF BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.