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CENTRAL VALLEY CEMETERY DISTRICT — CENTRAL VALLEY CEMETERY DISTRICT MONEY PURCHASE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240819132727NAL0000964435001
CENTRAL VALLEY CEMETERY DISTRICT
Form 5500-SF
FILING_RECEIVED
CENTRAL VALLEY CEMETERY DISTRICT MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
CENTRAL VALLEY CEMETERY DISTRICT
.
Find decision makers
Plan sponsor
Name
CENTRAL VALLEY CEMETERY DISTRICT
EIN
95-6000551
Address
201 E GILLETT ST · EL CENTRO, CA · 922439702
Phone
(760) 352-1468
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-08-19
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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
Related plans
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THE HIGHLAND CEMETERY
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MT. CARMEL CEMETERY ASSOCIATION EMPLOYEES' SAVINGS PLAN
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MOUNT CALVARY CEMETERY, INC.
MOUNT CALVARY CEMETERY, INC. BARGAINING UNIT EMPLOYEES' 401(K) PLAN
$1.1M · 10 participants
BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION
BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 401(K) PROFIT SHARING PLAN
$1.1M · 19 participants
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.
TOD HOMESTEAD CEMETERY ASSOCIATION
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MOUNT HOPE CEMETERY CORP.
MOUNT HOPE CEMETERY CORP. 401(K) RETIREMENT SAVINGS PLAN
$1.1M · 8 participants
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