Original filing (PDF)20241015102753NAL0048835904001

ETZWEILER FUNERAL HOME

Name: ETZWEILER FUNERAL HOME — M. ROBERT ETZWEILER FUNERAL HOME RETIREMENT PLAN, Form 5500 (2023)
Creator: ETZWEILER FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

M. ROBERT ETZWEILER FUNERAL HOME RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ETZWEILER FUNERAL HOME.

Plan sponsor

Name

ETZWEILER FUNERAL HOME

EIN

65-1317168

Address

1111 EAST MARKET STREET · YORK, PA · 17403

Phone

(717) 843-0216

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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