Civic Intelligence

Morton and Whetstone Funeral Home

Plan context: Morton and Whetstone Funeral Home Soca Benefit Plan

EIN 31-1407745 • Vandalia, OH • 25 filings • 7 plans

139 S Dixie DrVandalia, OH 45377
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,743

2024 Contributions

$41,311

Historical Graphs

Total Assets Over Time

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

$305,527$152,764$0199920122024YearValue
$2,743Latest year 2024

Participants Over Time

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

740199920112024YearValue
4Latest 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
202414$2,743$41,311$10,328iApproximate average salary by contribution assumption: employee only about $258,194 at 4% or $172,129 at 6%; with 50% employer match about $172,129 at 4% or $114,753 at 6%; with 100% employer match about $129,097 at 4% or $86,065 at 6%.
Morton and Whetstone Funeral Home Soca Benefit Plan-4$2,743$41,311$10,328iApproximate average salary by contribution assumption: employee only about $258,194 at 4% or $172,129 at 6%; with 50% employer match about $172,129 at 4% or $114,753 at 6%; with 100% employer match about $129,097 at 4% or $86,065 at 6%.
202313$2,716$38,125$12,708iApproximate average salary by contribution assumption: employee only about $317,708 at 4% or $211,806 at 6%; with 50% employer match about $211,806 at 4% or $141,204 at 6%; with 100% employer match about $158,854 at 4% or $105,903 at 6%.
Morton and Whetstone Funeral Home Soca Benefit Plan-3$2,716$38,125$12,708iApproximate average salary by contribution assumption: employee only about $317,708 at 4% or $211,806 at 6%; with 50% employer match about $211,806 at 4% or $141,204 at 6%; with 100% employer match about $158,854 at 4% or $105,903 at 6%.
202213$2,289$39,750$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
Morton and Whetstone Funeral Home Soca Benefit Plan-3$2,289$39,750$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
202113$884$37,917$12,639iApproximate average salary by contribution assumption: employee only about $315,975 at 4% or $210,650 at 6%; with 50% employer match about $210,650 at 4% or $140,433 at 6%; with 100% employer match about $157,988 at 4% or $105,325 at 6%.
Morton and Whetstone Funeral Home Soca Benefit Plan-3$884$37,917$12,639iApproximate average salary by contribution assumption: employee only about $315,975 at 4% or $210,650 at 6%; with 50% employer match about $210,650 at 4% or $140,433 at 6%; with 100% employer match about $157,988 at 4% or $105,325 at 6%.
201910$0$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-0$0--
201814$305,527$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$305,527--
201714$294,680$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$294,680--
201614$264,357$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$264,357--
201514$225,931$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$225,931--
201414$233,868$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$233,868--
201314$225,769$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$225,769--
201214$193,057$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$193,057--
201114$170,969$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-4$170,969--
201015$171,431$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-5$171,431--
200917$147,531$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-7$147,531--
200815$123,512$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-5$123,512--
200715$0$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-5---
200616$171,272$4,275$713iApproximate average salary by contribution assumption: employee only about $17,813 at 4% or $11,875 at 6%; with 50% employer match about $11,875 at 4% or $7,917 at 6%; with 100% employer match about $8,906 at 4% or $5,938 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6$171,272$4,275$713iApproximate average salary by contribution assumption: employee only about $17,813 at 4% or $11,875 at 6%; with 50% employer match about $11,875 at 4% or $7,917 at 6%; with 100% employer match about $8,906 at 4% or $5,938 at 6%.
200516$138,204$1,867$311iApproximate average salary by contribution assumption: employee only about $7,779 at 4% or $5,186 at 6%; with 50% employer match about $5,186 at 4% or $3,457 at 6%; with 100% employer match about $3,890 at 4% or $2,593 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6$138,204$1,867$311iApproximate average salary by contribution assumption: employee only about $7,779 at 4% or $5,186 at 6%; with 50% employer match about $5,186 at 4% or $3,457 at 6%; with 100% employer match about $3,890 at 4% or $2,593 at 6%.
200416$121,667$3,837$640iApproximate average salary by contribution assumption: employee only about $15,988 at 4% or $10,658 at 6%; with 50% employer match about $10,658 at 4% or $7,106 at 6%; with 100% employer match about $7,994 at 4% or $5,329 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6$121,667$3,837$640iApproximate average salary by contribution assumption: employee only about $15,988 at 4% or $10,658 at 6%; with 50% employer match about $10,658 at 4% or $7,106 at 6%; with 100% employer match about $7,994 at 4% or $5,329 at 6%.
200316$109,623$4,124$687iApproximate average salary by contribution assumption: employee only about $17,183 at 4% or $11,456 at 6%; with 50% employer match about $11,456 at 4% or $7,637 at 6%; with 100% employer match about $8,592 at 4% or $5,728 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6$109,623$4,124$687iApproximate average salary by contribution assumption: employee only about $17,183 at 4% or $11,456 at 6%; with 50% employer match about $11,456 at 4% or $7,637 at 6%; with 100% employer match about $8,592 at 4% or $5,728 at 6%.
200216$106,465$9,975$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6$106,465$9,975$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
200116$0$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6---
200016$0$0-
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-6---
199915$96,439$11,999$2,400iApproximate average salary by contribution assumption: employee only about $59,995 at 4% or $39,997 at 6%; with 50% employer match about $39,997 at 4% or $26,664 at 6%; with 100% employer match about $29,998 at 4% or $19,998 at 6%.
Morton and Whetstone Funeral Home Inc. Profit Sharing Plan-5$96,439$11,999$2,400iApproximate average salary by contribution assumption: employee only about $59,995 at 4% or $39,997 at 6%; with 50% employer match about $39,997 at 4% or $26,664 at 6%; with 100% employer match about $29,998 at 4% or $19,998 at 6%.