Retirement plan

GAUNCE FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN

Name: GAUNCE FUNERAL DIRECTORS, INC. - GAUNCE FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN (2025) Form 5500
Creator: GAUNCE FUNERAL DIRECTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAUNCE FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN, GAUNCE FUNERAL DIRECTORS, INC.

GAUNCE FUNERAL DIRECTORS, INC.EIN 61-1321646Plan #001PY 2025

105 LOCUST STREET - CARLISLE, KY 40311859-289-2271

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$387,964

No prior year

Annual return

16.72%

No prior year

Benchmarks

See 57,093 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort57,093 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$387,964

$74,888+418.1%

$71,209+444.8%

$142,382+172.5%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.1%+19.9pp

Annual return

16.72%

345.14%-328.4pp

282.51%-265.8pp

217.08%-200.4pp

Employer contribution / active EE

$10,098

$2,854+253.8%

$2,721+271.1%

$4,299+134.9%

Participant deferral / active EE

$4,454-100.0%

$4,175-100.0%

$6,507-100.0%

Admin fee / account holder

$5,568-100.0%

$5,349-100.0%

$12,624-100.0%

GAUNCE FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GAUNCE FUNERAL DIRECTORS, INC., 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