Original filing (PDF)20230907144828NAL0031666978001

DANERI MORTUARY

Name: DANERI MORTUARY — DANERI MORTUARY 401(K) PROFIT SHARING PLAN FINAL 2023, Form 5500 (2022)
Creator: DANERI MORTUARY

Form 5500-SF

FILING_RECEIVED

DANERI MORTUARY 401(K) PROFIT SHARING PLAN FINAL 2023

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DANERI MORTUARY.

Plan sponsor

Name

DANERI MORTUARY

EIN

68-0115650

Address

415 BROADWAY · JACKSON, CA · 95642

Phone

(209) 223-0793

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2023-09-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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

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