401(k)
2023 plan-year 401(k) DOL Form 5500

The Branch Funeral Home LLC 401(k) Profit Sharing Pl

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Branch Funeral Home, LLC · New York · Other Services

What the 2023 filing shows

The Branch Funeral Home LLC 401(k) Profit Sharing Pl holds N/A for 17 participants.

N/A
total plan assets (2023 EOY)
17
covered participants
Total Assets (2023)
N/A
Participants
17
State
Industry
Other Services

What the Filing Says About The Branch Funeral Home LLC 401(k) Profit Sharing Pl

The Branch Funeral Home LLC 401(k) Profit Sharing Pl is a 401(k) retirement plan sponsored by The Branch Funeral Home, LLC, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 17 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 203453883, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN203453883
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Branch Funeral Home, LLC)

Year Plans Participants Total Assets
2022 1 15 N/A
2023 1 17 N/A
2024 1 14 N/A

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Frequently Asked Questions

How much money is in the The Branch Funeral Home LLC 401(k) Profit Sharing Pl?
As of the 2023 Form 5500 filing, The Branch Funeral Home LLC 401(k) Profit Sharing Pl holds N/A in total assets with 17 participants. It is sponsored by The Branch Funeral Home, LLC.
What type of plan is The Branch Funeral Home LLC 401(k) Profit Sharing Pl?
The Branch Funeral Home LLC 401(k) Profit Sharing Pl is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 203453883.
Who sponsors the The Branch Funeral Home LLC 401(k) Profit Sharing Pl?
The Branch Funeral Home LLC 401(k) Profit Sharing Pl is sponsored by The Branch Funeral Home, LLC, located in New York. The sponsor's EIN is 203453883 and the plan operates in the Other Services industry.
How did The Branch Funeral Home LLC 401(k) Profit Sharing Pl perform in 2023?
The Branch Funeral Home LLC 401(k) Profit Sharing Pl held N/A in total assets at the end of 2023.
Where can I find official filings for The Branch Funeral Home LLC 401(k) Profit Sharing Pl?
Official Form 5500 filings for The Branch Funeral Home LLC 401(k) Profit Sharing Pl are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203453883 or plan name at efast.dol.gov.
How does The Branch Funeral Home LLC 401(k) Profit Sharing Pl compare to other plans?
You can compare The Branch Funeral Home LLC 401(k) Profit Sharing Pl against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 203453883.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.