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SIR WINSTON FUNERAL SERV INTER — SIR WINSTON FUNERAL SERV INTER 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240619083431NAL0007930706001
SIR WINSTON FUNERAL SERV INTER
Form 5500-SF
FILING_RECEIVED
SIR WINSTON FUNERAL SERV INTER 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
SIR WINSTON FUNERAL SERV INTER
.
Find decision makers
Plan sponsor
Name
SIR WINSTON FUNERAL SERV INTER
EIN
82-4257056
Address
515 BROADWAY · VALLEJO, CA · 94590
Phone
(707) 652-2359
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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$0 · 17 participants
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AMARE PCS LLC 401(K) PLAN
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VOSS & SONS, INC. CASH BALANCE PLAN
$0
INGRAM FUNERAL HOME & CREMATORY,
INGRAM FUNERAL HOME & CREMATORY, INC. 401(K) PROFIT SHARING PLAN
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KINCHEN FUNERAL HOME, INC
KINCHEN FUNERAL HOME, INC 401(K) PROFIT SHARING PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$0
DAY & CARTER MORTUARY, INC.
DAY & CARTER MORTUARY, INC., 401(K) PROFIT SHARING PLAN
$0
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$88.3B
