Stephenson Nelson Funeral Home Of Avon Park, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stephenson Nelson Funeral Home Of Avon Park, INC.
  • Sponsor EIN: 591059068
  • Sponsor Address: 4001 SEBRING PARKWAY, SEBRING, FL, 33870
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $516,057

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.
20246$516,057$9,612$0
20236$518,642$10,265$0
20226$516,098$10,999$0

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