Original filing (PDF)20250605153902NAL0012006513001

THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC.

Name: THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC. — THOMAS C. POTEET JR. & SON 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC.

Form 5500-SF

FILING_RECEIVED

THOMAS C. POTEET JR. & SON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC..

Plan sponsor

Name

THOMAS C. POTEET JR. & SON FUNERAL DIRECTORS, INC.

EIN

80-0033290

Address

214 DAVIS ROAD · AUGUSTA, GA · 30907

Phone

(706) 364-8484

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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

BROUSSARDS MORTUARY, INC.

BROUSSARDS MORTUARY, INC. 401K PLAN

$2.5M · 76 participants

THOMAS E FITZGERALD FUNERAL HOME

THOMAS E FITZGERALD FUNERAL HOME 401 K PROFIT SHARING PLAN TRUST

$2.5M · 12 participants

DENGLER FUNERAL HOME, INC.

DENGLER FUNERAL HOME, INC., INTEGRATED 401(K) PROFIT SHARING PLAN

$2.5M · 5 participants

KNAPP FUNERAL HOMES INC

KNAPP FUNERAL HOMES, INC. 401(K) PLAN

$2.5M · 11 participants

WEEKS FUNERAL HOMES, INC.

WEEKS' FUNERAL HOMES, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST