Morris-Baker Funeral Home, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Morris-Baker Funeral Home, INC.
  • Sponsor EIN: 620810303
  • Sponsor Address: 2001 EAST OAKLAND AVENUE, JOHNSON CITY, TN, 37601
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$1.9M$17,876$46,576
20239$1.7M$22,159$52,541
20229$1.4M$27,486$53,415

Similar Plans