Robert A. Pumphrey Funeral Homes, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert A. Pumphrey Funeral Homes, INC.
  • Sponsor EIN: 520901808
  • Sponsor Address: 7557 WISCONSIN AVE, BETHESDA, MD, 208143501
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $7.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202425$7.8M$489,091$82,953
202323$7.0M$483,377$74,258
202222$9.4M$577,425$99,641

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