P 401(k) Plan Report

Stable plan record

SOUTHERN HERITAGE MORTUARY & C 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SOUTHERN HERITAGE MORTUARY & C · EIN/PN 874144858-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$681
Administrative cost per participant
2025
$57
Active participants
2025
24
Total plan assets
2025
$76,791
Participant loans as a share of assets
2025
1.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424084153NAL000579966500124$681
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.