Plan Snapshot
- Plan Sponsor: Kepner Funeral Homes
- Sponsor EIN: 550568720
- Sponsor Address: 2157 MARSHALL AVE, WHEELING, WV, 26003
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 19
- Total Assets: $237,328
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 19 | $237,328 | $0 | $0 |
| 2024 | 16 | $225,401 | $0 | $6,303 |
| 2023 | 17 | $201,863 | $0 | $6,051 |
| 2022 | 16 | $170,955 | $10,000 | $6,576 |