Stephenson-Nelson Funeral Home, In DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stephenson-Nelson Funeral Home, In
  • Sponsor EIN: 591144010
  • Sponsor Address: 4001 SEBRING PARKWAY, SEBRING, FL, 33870
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$1.4M$18,593$0
20237$1.3M$14,964$0
20227$1.3M$17,907$0

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