Civic Intelligence

Mortensen Funeral Home Inc.

Plan context: Mortensen Funeral Home Inc. Employee Profit Sharing Plan

EIN 38-2420931 • Central Lake, MI • 30 filings • 3 plans

2333 S Main Street, PO Box 488Central Lake, MI 49622
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,658,822

2024 Contributions

$98,922

Historical Graphs

Total Assets Over Time

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

$2,022,707$1,011,354$0199920122024YearValue
$1,658,822Latest year 2024

Participants Over Time

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

1050199920122024YearValue
9Latest 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
202419$1,658,822$98,922$10,991iApproximate average salary by contribution assumption: employee only about $274,783 at 4% or $183,189 at 6%; with 50% employer match about $183,189 at 4% or $122,126 at 6%; with 100% employer match about $137,392 at 4% or $91,594 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-9$1,658,822$98,922$10,991iApproximate average salary by contribution assumption: employee only about $274,783 at 4% or $183,189 at 6%; with 50% employer match about $183,189 at 4% or $122,126 at 6%; with 100% employer match about $137,392 at 4% or $91,594 at 6%.
202319$1,425,566$89,743$9,971iApproximate average salary by contribution assumption: employee only about $249,286 at 4% or $166,191 at 6%; with 50% employer match about $166,191 at 4% or $110,794 at 6%; with 100% employer match about $124,643 at 4% or $83,095 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-9$1,425,566$89,743$9,971iApproximate average salary by contribution assumption: employee only about $249,286 at 4% or $166,191 at 6%; with 50% employer match about $166,191 at 4% or $110,794 at 6%; with 100% employer match about $124,643 at 4% or $83,095 at 6%.
2022110$1,158,963$100,997$10,100iApproximate average salary by contribution assumption: employee only about $252,493 at 4% or $168,328 at 6%; with 50% employer match about $168,328 at 4% or $112,219 at 6%; with 100% employer match about $126,246 at 4% or $84,164 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-10$1,158,963$100,997$10,100iApproximate average salary by contribution assumption: employee only about $252,493 at 4% or $168,328 at 6%; with 50% employer match about $168,328 at 4% or $112,219 at 6%; with 100% employer match about $126,246 at 4% or $84,164 at 6%.
2021110$1,346,303$134,010$13,401iApproximate average salary by contribution assumption: employee only about $335,025 at 4% or $223,350 at 6%; with 50% employer match about $223,350 at 4% or $148,900 at 6%; with 100% employer match about $167,513 at 4% or $111,675 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-10$1,346,303$134,010$13,401iApproximate average salary by contribution assumption: employee only about $335,025 at 4% or $223,350 at 6%; with 50% employer match about $223,350 at 4% or $148,900 at 6%; with 100% employer match about $167,513 at 4% or $111,675 at 6%.
202019$2,022,707$130,282$14,476iApproximate average salary by contribution assumption: employee only about $361,894 at 4% or $241,263 at 6%; with 50% employer match about $241,263 at 4% or $160,842 at 6%; with 100% employer match about $180,947 at 4% or $120,631 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-9$2,022,707$130,282$14,476iApproximate average salary by contribution assumption: employee only about $361,894 at 4% or $241,263 at 6%; with 50% employer match about $241,263 at 4% or $160,842 at 6%; with 100% employer match about $180,947 at 4% or $120,631 at 6%.
201918$1,674,539$72,078$9,010iApproximate average salary by contribution assumption: employee only about $225,244 at 4% or $150,163 at 6%; with 50% employer match about $150,163 at 4% or $100,108 at 6%; with 100% employer match about $112,622 at 4% or $75,081 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-8$1,674,539$72,078$9,010iApproximate average salary by contribution assumption: employee only about $225,244 at 4% or $150,163 at 6%; with 50% employer match about $150,163 at 4% or $100,108 at 6%; with 100% employer match about $112,622 at 4% or $75,081 at 6%.
201815$1,362,000$56,363$11,273iApproximate average salary by contribution assumption: employee only about $281,815 at 4% or $187,877 at 6%; with 50% employer match about $187,877 at 4% or $125,251 at 6%; with 100% employer match about $140,908 at 4% or $93,938 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-5$1,362,000$56,363$11,273iApproximate average salary by contribution assumption: employee only about $281,815 at 4% or $187,877 at 6%; with 50% employer match about $187,877 at 4% or $125,251 at 6%; with 100% employer match about $140,908 at 4% or $93,938 at 6%.
201714$1,392,026$59,277$14,819iApproximate average salary by contribution assumption: employee only about $370,481 at 4% or $246,988 at 6%; with 50% employer match about $246,988 at 4% or $164,658 at 6%; with 100% employer match about $185,241 at 4% or $123,494 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$1,392,026$59,277$14,819iApproximate average salary by contribution assumption: employee only about $370,481 at 4% or $246,988 at 6%; with 50% employer match about $246,988 at 4% or $164,658 at 6%; with 100% employer match about $185,241 at 4% or $123,494 at 6%.
201614$1,264,055$40,960$10,240iApproximate average salary by contribution assumption: employee only about $256,000 at 4% or $170,667 at 6%; with 50% employer match about $170,667 at 4% or $113,778 at 6%; with 100% employer match about $128,000 at 4% or $85,333 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$1,264,055$40,960$10,240iApproximate average salary by contribution assumption: employee only about $256,000 at 4% or $170,667 at 6%; with 50% employer match about $170,667 at 4% or $113,778 at 6%; with 100% employer match about $128,000 at 4% or $85,333 at 6%.
201514$1,277,047$43,218$10,805iApproximate average salary by contribution assumption: employee only about $270,113 at 4% or $180,075 at 6%; with 50% employer match about $180,075 at 4% or $120,050 at 6%; with 100% employer match about $135,056 at 4% or $90,038 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$1,277,047$43,218$10,805iApproximate average salary by contribution assumption: employee only about $270,113 at 4% or $180,075 at 6%; with 50% employer match about $180,075 at 4% or $120,050 at 6%; with 100% employer match about $135,056 at 4% or $90,038 at 6%.
201414$1,283,186$53,994$13,499iApproximate average salary by contribution assumption: employee only about $337,463 at 4% or $224,975 at 6%; with 50% employer match about $224,975 at 4% or $149,983 at 6%; with 100% employer match about $168,731 at 4% or $112,488 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$1,283,186$53,994$13,499iApproximate average salary by contribution assumption: employee only about $337,463 at 4% or $224,975 at 6%; with 50% employer match about $224,975 at 4% or $149,983 at 6%; with 100% employer match about $168,731 at 4% or $112,488 at 6%.
201315$1,390,356$51,560$10,312iApproximate average salary by contribution assumption: employee only about $257,800 at 4% or $171,867 at 6%; with 50% employer match about $171,867 at 4% or $114,578 at 6%; with 100% employer match about $128,900 at 4% or $85,933 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-5$1,390,356$51,560$10,312iApproximate average salary by contribution assumption: employee only about $257,800 at 4% or $171,867 at 6%; with 50% employer match about $171,867 at 4% or $114,578 at 6%; with 100% employer match about $128,900 at 4% or $85,933 at 6%.
201215$1,066,570$44,991$8,998iApproximate average salary by contribution assumption: employee only about $224,955 at 4% or $149,970 at 6%; with 50% employer match about $149,970 at 4% or $99,980 at 6%; with 100% employer match about $112,478 at 4% or $74,985 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-5$1,066,570$44,991$8,998iApproximate average salary by contribution assumption: employee only about $224,955 at 4% or $149,970 at 6%; with 50% employer match about $149,970 at 4% or $99,980 at 6%; with 100% employer match about $112,478 at 4% or $74,985 at 6%.
201114$890,818$32,143$8,036iApproximate average salary by contribution assumption: employee only about $200,894 at 4% or $133,929 at 6%; with 50% employer match about $133,929 at 4% or $89,286 at 6%; with 100% employer match about $100,447 at 4% or $66,965 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$890,818$32,143$8,036iApproximate average salary by contribution assumption: employee only about $200,894 at 4% or $133,929 at 6%; with 50% employer match about $133,929 at 4% or $89,286 at 6%; with 100% employer match about $100,447 at 4% or $66,965 at 6%.
201014$885,348$33,198$8,300iApproximate average salary by contribution assumption: employee only about $207,488 at 4% or $138,325 at 6%; with 50% employer match about $138,325 at 4% or $92,217 at 6%; with 100% employer match about $103,744 at 4% or $69,163 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$885,348$33,198$8,300iApproximate average salary by contribution assumption: employee only about $207,488 at 4% or $138,325 at 6%; with 50% employer match about $138,325 at 4% or $92,217 at 6%; with 100% employer match about $103,744 at 4% or $69,163 at 6%.
200914$740,254$31,885$7,971iApproximate average salary by contribution assumption: employee only about $199,281 at 4% or $132,854 at 6%; with 50% employer match about $132,854 at 4% or $88,569 at 6%; with 100% employer match about $99,641 at 4% or $66,427 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$740,254$31,885$7,971iApproximate average salary by contribution assumption: employee only about $199,281 at 4% or $132,854 at 6%; with 50% employer match about $132,854 at 4% or $88,569 at 6%; with 100% employer match about $99,641 at 4% or $66,427 at 6%.
200814$539,311$28,500$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$539,311$28,500$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
200714$864,405$44,358$11,090iApproximate average salary by contribution assumption: employee only about $277,238 at 4% or $184,825 at 6%; with 50% employer match about $184,825 at 4% or $123,217 at 6%; with 100% employer match about $138,619 at 4% or $92,413 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$864,405$44,358$11,090iApproximate average salary by contribution assumption: employee only about $277,238 at 4% or $184,825 at 6%; with 50% employer match about $184,825 at 4% or $123,217 at 6%; with 100% employer match about $138,619 at 4% or $92,413 at 6%.
200614$762,527$24,349$6,087iApproximate average salary by contribution assumption: employee only about $152,181 at 4% or $101,454 at 6%; with 50% employer match about $101,454 at 4% or $67,636 at 6%; with 100% employer match about $76,091 at 4% or $50,727 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$762,527$24,349$6,087iApproximate average salary by contribution assumption: employee only about $152,181 at 4% or $101,454 at 6%; with 50% employer match about $101,454 at 4% or $67,636 at 6%; with 100% employer match about $76,091 at 4% or $50,727 at 6%.
200514$635,291$25,768$6,442iApproximate average salary by contribution assumption: employee only about $161,050 at 4% or $107,367 at 6%; with 50% employer match about $107,367 at 4% or $71,578 at 6%; with 100% employer match about $80,525 at 4% or $53,683 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$635,291$25,768$6,442iApproximate average salary by contribution assumption: employee only about $161,050 at 4% or $107,367 at 6%; with 50% employer match about $107,367 at 4% or $71,578 at 6%; with 100% employer match about $80,525 at 4% or $53,683 at 6%.
200414$565,564$37,088$9,272iApproximate average salary by contribution assumption: employee only about $231,800 at 4% or $154,533 at 6%; with 50% employer match about $154,533 at 4% or $103,022 at 6%; with 100% employer match about $115,900 at 4% or $77,267 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$565,564$37,088$9,272iApproximate average salary by contribution assumption: employee only about $231,800 at 4% or $154,533 at 6%; with 50% employer match about $154,533 at 4% or $103,022 at 6%; with 100% employer match about $115,900 at 4% or $77,267 at 6%.
200314$458,018$41,240$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$458,018$41,240$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.
200224$318,473$30,062$7,516iApproximate average salary by contribution assumption: employee only about $187,888 at 4% or $125,258 at 6%; with 50% employer match about $125,258 at 4% or $83,506 at 6%; with 100% employer match about $93,944 at 4% or $62,629 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4$318,473$30,062$7,516iApproximate average salary by contribution assumption: employee only about $187,888 at 4% or $125,258 at 6%; with 50% employer match about $125,258 at 4% or $83,506 at 6%; with 100% employer match about $93,944 at 4% or $62,629 at 6%.
Mortensen Funeral Home Inc. Employee Money Purchase Plan-0---
200124$0$0-
Mortensen Funeral Home Inc. Employee Money Purchase Plan-4---
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-4---
200023$166,613$14,243$4,748iApproximate average salary by contribution assumption: employee only about $118,692 at 4% or $79,128 at 6%; with 50% employer match about $79,128 at 4% or $52,752 at 6%; with 100% employer match about $59,346 at 4% or $39,564 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-3$166,613$14,243$4,748iApproximate average salary by contribution assumption: employee only about $118,692 at 4% or $79,128 at 6%; with 50% employer match about $79,128 at 4% or $52,752 at 6%; with 100% employer match about $59,346 at 4% or $39,564 at 6%.
Mortensen Funeral Home Inc. Employee Money Purchase Plan-3---
199923$350,927$29,834$9,945iApproximate average salary by contribution assumption: employee only about $248,617 at 4% or $165,744 at 6%; with 50% employer match about $165,744 at 4% or $110,496 at 6%; with 100% employer match about $124,308 at 4% or $82,872 at 6%.
Mortensen Funeral Home Inc. Employee Money Purchase Plan-3$189,983$12,436$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,089 at 6%; with 50% employer match about $69,089 at 4% or $46,059 at 6%; with 100% employer match about $51,817 at 4% or $34,544 at 6%.
Mortensen Funeral Home Inc. Employee Profit Sharing Plan-3$160,944$17,398$5,799iApproximate average salary by contribution assumption: employee only about $144,983 at 4% or $96,656 at 6%; with 50% employer match about $96,656 at 4% or $64,437 at 6%; with 100% employer match about $72,492 at 4% or $48,328 at 6%.