Retirement plan

ALLEN FUNERAL HOME, INC. 401(K) PLAN

Name: ALLEN FUNERAL HOME, INC. - ALLEN FUNERAL HOME, INC. 401(K) PLAN (2025) Form 5500
Creator: ALLEN FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEN FUNERAL HOME, INC. 401(K) PLAN, ALLEN FUNERAL HOME, INC.

ALLEN FUNERAL HOME, INC.EIN 62-1840869Plan #001PY 2025

200 JAYBIRD ROAD, P.O. BOX 12 - MORRISTOWN, TN 37814423-586-4597allenfuneralhome.usLinkedIn11-50 employeesindividual & family services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$827K

+21.8% from 2024

Total participants

+14.3% from 2024

Average account balance

$103,328

+6.6% from 2024

Annual return

19.48%

+3.04 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$827K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.48%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

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

$103,328

$114,013-9.4%

$103,693-0.4%

$155,188-33.4%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

80.8%+19.2pp

Annual return

19.48%

49.31%-29.8pp

47.61%-28.1pp

148.84%-129.4pp

Employer contribution / active EE

$1,788

$3,131-42.9%

$2,920-38.8%

$4,248-57.9%

Participant deferral / active EE

$469

$4,970-90.6%

$4,579-89.8%

$6,531-92.8%

Admin fee / account holder

$8,407-100.0%

$7,858-100.0%

$14,480-100.0%

ALLEN FUNERAL HOME, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALLEN FUNERAL HOME, INC. 401(K) 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