How big is Etzweiler Funeral Home's plan?

Etzweiler Funeral Home's plan reported $2.0M in assets and 9 participants for 2023.

Original filing (PDF)20241015102753NAL0048835904001

Etzweiler Funeral Home

Name: Etzweiler Funeral Home — M. Robert Etzweiler Funeral, Form 5500 (2023)
Creator: Etzweiler Funeral Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. Robert Etzweiler Funeral Home Retirement Plan

Defined-contribution retirement plan · Etzweiler Funeral Home's M. Robert Etzweiler Funeral Home Retirement Plan held $2.0M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Etzweiler Funeral Home's EIN is 65-1317168.

EIN 65-1317168

Plan number 008

Plan year 2023

ACK ID 20241015102753NAL0048835904001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Etzweiler Funeral Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Etzweiler Funeral Home's plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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