Retirement plan

JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN

Name: JOHN E. GLEASON FUNERAL HOME - JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN (2025) Form 5500
Creator: JOHN E. GLEASON FUNERAL HOME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN, JOHN E. GLEASON FUNERAL HOME

JOHN E. GLEASON FUNERAL HOMEEIN 22-1727077Plan #002PY 2025

1360 HAMILTON STREET - SOMERSET, NJ 08873732-545-0700

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+18.7% from 2024

Total participants

0.0% from 2024

Average account balance

$194,988

+18.7% from 2024

Annual return

14.59%

-1.73 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$195K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,988

$102,595+90.1%

$94,057+107.3%

$154,746+26.0%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

14.59%

583.42%-568.8pp

480.62%-466.0pp

172.34%-157.8pp

Employer contribution / active EE

$7,000

$3,147+122.4%

$2,933+138.7%

$4,379+59.9%

Participant deferral / active EE

$867

$5,118-83.1%

$4,709-81.6%

$6,730-87.1%

Admin fee / account holder

$7,736-100.0%

$7,244-100.0%

$14,365-100.0%

JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN E. GLEASON FUNERAL HOME PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion