Civic Intelligence

Overton Funeral Home Inc.

Plan context: Overton Funeral Home Inc. 401(K) Plan

EIN 11-2009039 • Islip, NY • 24 filings • 5 plans

172 Main StreetIslip, NY 11751
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,061,921

2024 Contributions

$11,927

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,357,484$1,678,742$0200220132024YearValue
$3,061,921Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200220132024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$3,061,921$11,927$1,988iApproximate average salary by contribution assumption: employee only about $49,696 at 4% or $33,131 at 6%; with 50% employer match about $33,131 at 4% or $22,087 at 6%; with 100% employer match about $24,848 at 4% or $16,565 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$3,061,921$11,927$1,988iApproximate average salary by contribution assumption: employee only about $49,696 at 4% or $33,131 at 6%; with 50% employer match about $33,131 at 4% or $22,087 at 6%; with 100% employer match about $24,848 at 4% or $16,565 at 6%.
202316$2,897,712$11,927$1,988iApproximate average salary by contribution assumption: employee only about $49,696 at 4% or $33,131 at 6%; with 50% employer match about $33,131 at 4% or $22,087 at 6%; with 100% employer match about $24,848 at 4% or $16,565 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$2,897,712$11,927$1,988iApproximate average salary by contribution assumption: employee only about $49,696 at 4% or $33,131 at 6%; with 50% employer match about $33,131 at 4% or $22,087 at 6%; with 100% employer match about $24,848 at 4% or $16,565 at 6%.
202217$2,950,286$70,795$10,114iApproximate average salary by contribution assumption: employee only about $252,839 at 4% or $168,560 at 6%; with 50% employer match about $168,560 at 4% or $112,373 at 6%; with 100% employer match about $126,420 at 4% or $84,280 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$2,950,286$70,795$10,114iApproximate average salary by contribution assumption: employee only about $252,839 at 4% or $168,560 at 6%; with 50% employer match about $168,560 at 4% or $112,373 at 6%; with 100% employer match about $126,420 at 4% or $84,280 at 6%.
202117$3,357,484$77,177$11,025iApproximate average salary by contribution assumption: employee only about $275,632 at 4% or $183,755 at 6%; with 50% employer match about $183,755 at 4% or $122,503 at 6%; with 100% employer match about $137,816 at 4% or $91,877 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$3,357,484$77,177$11,025iApproximate average salary by contribution assumption: employee only about $275,632 at 4% or $183,755 at 6%; with 50% employer match about $183,755 at 4% or $122,503 at 6%; with 100% employer match about $137,816 at 4% or $91,877 at 6%.
202017$3,127,237$80,168$11,453iApproximate average salary by contribution assumption: employee only about $286,314 at 4% or $190,876 at 6%; with 50% employer match about $190,876 at 4% or $127,251 at 6%; with 100% employer match about $143,157 at 4% or $95,438 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$3,127,237$80,168$11,453iApproximate average salary by contribution assumption: employee only about $286,314 at 4% or $190,876 at 6%; with 50% employer match about $190,876 at 4% or $127,251 at 6%; with 100% employer match about $143,157 at 4% or $95,438 at 6%.
201917$2,776,803$89,706$12,815iApproximate average salary by contribution assumption: employee only about $320,379 at 4% or $213,586 at 6%; with 50% employer match about $213,586 at 4% or $142,390 at 6%; with 100% employer match about $160,189 at 4% or $106,793 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$2,776,803$89,706$12,815iApproximate average salary by contribution assumption: employee only about $320,379 at 4% or $213,586 at 6%; with 50% employer match about $213,586 at 4% or $142,390 at 6%; with 100% employer match about $160,189 at 4% or $106,793 at 6%.
201817$2,439,328$84,279$12,040iApproximate average salary by contribution assumption: employee only about $300,996 at 4% or $200,664 at 6%; with 50% employer match about $200,664 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$2,439,328$84,279$12,040iApproximate average salary by contribution assumption: employee only about $300,996 at 4% or $200,664 at 6%; with 50% employer match about $200,664 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
201716$2,513,718$93,911$15,652iApproximate average salary by contribution assumption: employee only about $391,296 at 4% or $260,864 at 6%; with 50% employer match about $260,864 at 4% or $173,909 at 6%; with 100% employer match about $195,648 at 4% or $130,432 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$2,513,718$93,911$15,652iApproximate average salary by contribution assumption: employee only about $391,296 at 4% or $260,864 at 6%; with 50% employer match about $260,864 at 4% or $173,909 at 6%; with 100% employer match about $195,648 at 4% or $130,432 at 6%.
201616$2,277,258$92,320$15,387iApproximate average salary by contribution assumption: employee only about $384,667 at 4% or $256,444 at 6%; with 50% employer match about $256,444 at 4% or $170,963 at 6%; with 100% employer match about $192,333 at 4% or $128,222 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$2,277,258$92,320$15,387iApproximate average salary by contribution assumption: employee only about $384,667 at 4% or $256,444 at 6%; with 50% employer match about $256,444 at 4% or $170,963 at 6%; with 100% employer match about $192,333 at 4% or $128,222 at 6%.
201516$2,137,773$100,587$16,765iApproximate average salary by contribution assumption: employee only about $419,113 at 4% or $279,408 at 6%; with 50% employer match about $279,408 at 4% or $186,272 at 6%; with 100% employer match about $209,556 at 4% or $139,704 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$2,137,773$100,587$16,765iApproximate average salary by contribution assumption: employee only about $419,113 at 4% or $279,408 at 6%; with 50% employer match about $279,408 at 4% or $186,272 at 6%; with 100% employer match about $209,556 at 4% or $139,704 at 6%.
201416$2,102,025$107,418$17,903iApproximate average salary by contribution assumption: employee only about $447,575 at 4% or $298,383 at 6%; with 50% employer match about $298,383 at 4% or $198,922 at 6%; with 100% employer match about $223,788 at 4% or $149,192 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$2,102,025$107,418$17,903iApproximate average salary by contribution assumption: employee only about $447,575 at 4% or $298,383 at 6%; with 50% employer match about $298,383 at 4% or $198,922 at 6%; with 100% employer match about $223,788 at 4% or $149,192 at 6%.
201317$1,981,794$107,270$15,324iApproximate average salary by contribution assumption: employee only about $383,107 at 4% or $255,405 at 6%; with 50% employer match about $255,405 at 4% or $170,270 at 6%; with 100% employer match about $191,554 at 4% or $127,702 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$1,981,794$107,270$15,324iApproximate average salary by contribution assumption: employee only about $383,107 at 4% or $255,405 at 6%; with 50% employer match about $255,405 at 4% or $170,270 at 6%; with 100% employer match about $191,554 at 4% or $127,702 at 6%.
201217$1,781,011$115,092$16,442iApproximate average salary by contribution assumption: employee only about $411,043 at 4% or $274,029 at 6%; with 50% employer match about $274,029 at 4% or $182,686 at 6%; with 100% employer match about $205,521 at 4% or $137,014 at 6%.
Overton Funeral Home Inc. 401(K) Plan-7$1,781,011$115,092$16,442iApproximate average salary by contribution assumption: employee only about $411,043 at 4% or $274,029 at 6%; with 50% employer match about $274,029 at 4% or $182,686 at 6%; with 100% employer match about $205,521 at 4% or $137,014 at 6%.
201117$1,584,755$112,596$16,085iApproximate average salary by contribution assumption: employee only about $402,129 at 4% or $268,086 at 6%; with 50% employer match about $268,086 at 4% or $178,724 at 6%; with 100% employer match about $201,064 at 4% or $134,043 at 6%.
Overton Funeral Home Inc. 401K Plan-7$1,584,755$112,596$16,085iApproximate average salary by contribution assumption: employee only about $402,129 at 4% or $268,086 at 6%; with 50% employer match about $268,086 at 4% or $178,724 at 6%; with 100% employer match about $201,064 at 4% or $134,043 at 6%.
201015$1,520,985$110,854$22,171iApproximate average salary by contribution assumption: employee only about $554,270 at 4% or $369,513 at 6%; with 50% employer match about $369,513 at 4% or $246,342 at 6%; with 100% employer match about $277,135 at 4% or $184,757 at 6%.
Overton Funeral Home Inc. 401K Plan-5$1,520,985$110,854$22,171iApproximate average salary by contribution assumption: employee only about $554,270 at 4% or $369,513 at 6%; with 50% employer match about $369,513 at 4% or $246,342 at 6%; with 100% employer match about $277,135 at 4% or $184,757 at 6%.
200915$1,337,339$114,508$22,902iApproximate average salary by contribution assumption: employee only about $572,540 at 4% or $381,693 at 6%; with 50% employer match about $381,693 at 4% or $254,462 at 6%; with 100% employer match about $286,270 at 4% or $190,847 at 6%.
Overton Funeral Home Inc. 401K Plan-5$1,337,339$114,508$22,902iApproximate average salary by contribution assumption: employee only about $572,540 at 4% or $381,693 at 6%; with 50% employer match about $381,693 at 4% or $254,462 at 6%; with 100% employer match about $286,270 at 4% or $190,847 at 6%.
200815$1,080,273$109,464$21,893iApproximate average salary by contribution assumption: employee only about $547,320 at 4% or $364,880 at 6%; with 50% employer match about $364,880 at 4% or $243,253 at 6%; with 100% employer match about $273,660 at 4% or $182,440 at 6%.
Overton Funeral Home Inc. 401K Plan-5$1,080,273$109,464$21,893iApproximate average salary by contribution assumption: employee only about $547,320 at 4% or $364,880 at 6%; with 50% employer match about $364,880 at 4% or $243,253 at 6%; with 100% employer match about $273,660 at 4% or $182,440 at 6%.
200715$1,248,569$128,405$25,681iApproximate average salary by contribution assumption: employee only about $642,025 at 4% or $428,017 at 6%; with 50% employer match about $428,017 at 4% or $285,344 at 6%; with 100% employer match about $321,013 at 4% or $214,008 at 6%.
Overton Funeral Home Inc. 401K Plan-5$1,248,569$128,405$25,681iApproximate average salary by contribution assumption: employee only about $642,025 at 4% or $428,017 at 6%; with 50% employer match about $428,017 at 4% or $285,344 at 6%; with 100% employer match about $321,013 at 4% or $214,008 at 6%.
200615$1,072,909$113,869$22,774iApproximate average salary by contribution assumption: employee only about $569,345 at 4% or $379,563 at 6%; with 50% employer match about $379,563 at 4% or $253,042 at 6%; with 100% employer match about $284,673 at 4% or $189,782 at 6%.
Overton Funeral Home Inc. 401K Plan-5$1,072,909$113,869$22,774iApproximate average salary by contribution assumption: employee only about $569,345 at 4% or $379,563 at 6%; with 50% employer match about $379,563 at 4% or $253,042 at 6%; with 100% employer match about $284,673 at 4% or $189,782 at 6%.
200515$922,782$109,850$21,970iApproximate average salary by contribution assumption: employee only about $549,250 at 4% or $366,167 at 6%; with 50% employer match about $366,167 at 4% or $244,111 at 6%; with 100% employer match about $274,625 at 4% or $183,083 at 6%.
Overton Funeral Home Inc. 401K Plan-5$922,782$109,850$21,970iApproximate average salary by contribution assumption: employee only about $549,250 at 4% or $366,167 at 6%; with 50% employer match about $366,167 at 4% or $244,111 at 6%; with 100% employer match about $274,625 at 4% or $183,083 at 6%.
200415$794,512$103,554$20,711iApproximate average salary by contribution assumption: employee only about $517,770 at 4% or $345,180 at 6%; with 50% employer match about $345,180 at 4% or $230,120 at 6%; with 100% employer match about $258,885 at 4% or $172,590 at 6%.
Overton Funeral Home Inc. 401K Plan-5$794,512$103,554$20,711iApproximate average salary by contribution assumption: employee only about $517,770 at 4% or $345,180 at 6%; with 50% employer match about $345,180 at 4% or $230,120 at 6%; with 100% employer match about $258,885 at 4% or $172,590 at 6%.
200314$664,658$104,062$26,016iApproximate average salary by contribution assumption: employee only about $650,388 at 4% or $433,592 at 6%; with 50% employer match about $433,592 at 4% or $289,061 at 6%; with 100% employer match about $325,194 at 4% or $216,796 at 6%.
Overton Funeral Home Inc. 401K Plan-4$664,658$104,062$26,016iApproximate average salary by contribution assumption: employee only about $650,388 at 4% or $433,592 at 6%; with 50% employer match about $433,592 at 4% or $289,061 at 6%; with 100% employer match about $325,194 at 4% or $216,796 at 6%.
200216$489,762$575,867$95,978iApproximate average salary by contribution assumption: employee only about $2,399,446 at 4% or $1,599,631 at 6%; with 50% employer match about $1,599,631 at 4% or $1,066,420 at 6%; with 100% employer match about $1,199,723 at 4% or $799,815 at 6%.
Overton Funeral Home Inc. 401(K) Plan-6$489,762$575,867$95,978iApproximate average salary by contribution assumption: employee only about $2,399,446 at 4% or $1,599,631 at 6%; with 50% employer match about $1,599,631 at 4% or $1,066,420 at 6%; with 100% employer match about $1,199,723 at 4% or $799,815 at 6%.
199910$0$0-
Overton Funeral Home Inc. Retirement Plan-0---