· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHERN FUNERAL HOME, INC. — 401(K) PLAN FOR EMPLOYEES OF SOUTHERN FUNERAL HOME, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250217114032NAL0004285810001
SOUTHERN FUNERAL HOME, INC.
Form 5500-SF
FILING_RECEIVED
401(K) PLAN FOR EMPLOYEES OF SOUTHERN FUNERAL HOME, INC.
401(k) retirement plan
Active participants
16
Accounts w/ balance
11
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHERN FUNERAL HOME, INC.
.
Find decision makers
Plan sponsor
Name
SOUTHERN FUNERAL HOME, INC.
EIN
72-0603497
Address
P. O. BOX 845 · 202 EAST LAFAYETTE · WINNFIELD, LA · 71483
Phone
(318) 628-6921
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
2025-02-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SCHIAVONE FUNERAL HOME, INC.
SCHIAVONE FUNERAL HOME, INC. PROFIT SHARING PLAN & TRUST
$1.3M · 2 participants
STICKLE & COMPANY, INC.
STICKLE & COMPANY, INC. INTEGRATED 401(K) PROFIT SHARING PLAN
$1.3M · 7 participants
ETERNAL MEMORIALS INC.
ETERNAL MEMORIALS, INC. PROFIT SHARING PLAN AND TRUST
$1.3M · 10 participants
SEARBY FUNERAL HOMES, LTD.
SEARBY FUNERAL HOMES, LTD., INTEGRATED 401(K) PROFIT SHARING PLAN
$1.3M · 7 participants
WILBERT BURIAL VAULT COMPANY, INC.
80
Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WILBERT BURIAL VAULT COMPANY EMPLOYEES RETIREMENT PLAN
$1.3M · 67 participants
DOUGLAS & JOHNSON FUNERAL HOME
DOUGLAS & JOHNSON FUNERAL HOME 401(K) PLAN
$1.3M · 6 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
