Original filing (PDF)20251229132555NAL0010218867001

JC KIRBY & SON FUNERAL HOME

Name: JC KIRBY & SON FUNERAL HOME — JC KIRBY & SON FUNERAL HOME CBS BENEFIT PLAN, Form 5500 (2024)
Creator: JC KIRBY & SON FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

JC KIRBY & SON FUNERAL HOME CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

Net assets (EOY)

$5K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JC KIRBY & SON FUNERAL HOME.

Plan sponsor

Name

JC KIRBY & SON FUNERAL HOME

EIN

61-0670366all filings

Address

832 BROADWAY AVE · BOWLING GREEN, KY · 42101

Phone

(270) 843-3111

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

BYRD & FLANIGAN CREMATORY AND FUNERAL SERVICE, LLC

BYRD & FLANIGAN CREMATORY AND FUNERAL SERVICE, LLC 401(K) PLAN

$15K · 5 participants

DWYER FUNERAL HOME INC

DWYER FUNERAL HOME INC 401K

$16K · 14 participants

ALFIERI FUNERAL HOME INC

ALFIERI FUNERAL HOME INC 401(K) PROFIT SHARING PLAN & TRUST

$15K · 12 participants

BOSLEY FUNERAL HOME

BOSLEY FUNERAL HOME CBS BENEFIT PLAN

$15K · 5 participants

RATTERMAN & SONS

RATTERMAN & SONS CBS BENEFIT PLAN

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