Civic Intelligence

Beaulieu Funeral Home Inc.

Plan context: Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust

EIN 38-2673768 • Newberry, MI • 29 filings • 8 plans

101 W Truman StNewberry, MI 49868
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,066,708

2024 Contributions

$25,254

Historical Graphs

Total Assets Over Time

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

$2,066,708$1,033,354$0199920132024YearValue
$2,066,708Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest 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
202412$2,066,708$25,254$12,627iApproximate average salary by contribution assumption: employee only about $315,675 at 4% or $210,450 at 6%; with 50% employer match about $210,450 at 4% or $140,300 at 6%; with 100% employer match about $157,838 at 4% or $105,225 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$2,066,708$25,254$12,627iApproximate average salary by contribution assumption: employee only about $315,675 at 4% or $210,450 at 6%; with 50% employer match about $210,450 at 4% or $140,300 at 6%; with 100% employer match about $157,838 at 4% or $105,225 at 6%.
202312$1,792,664$24,478$12,239iApproximate average salary by contribution assumption: employee only about $305,975 at 4% or $203,983 at 6%; with 50% employer match about $203,983 at 4% or $135,989 at 6%; with 100% employer match about $152,988 at 4% or $101,992 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,792,664$24,478$12,239iApproximate average salary by contribution assumption: employee only about $305,975 at 4% or $203,983 at 6%; with 50% employer match about $203,983 at 4% or $135,989 at 6%; with 100% employer match about $152,988 at 4% or $101,992 at 6%.
202212$1,546,727$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,546,727$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202111$1,824,101$51,071$51,071iApproximate average salary by contribution assumption: employee only about $1,276,775 at 4% or $851,183 at 6%; with 50% employer match about $851,183 at 4% or $567,456 at 6%; with 100% employer match about $638,388 at 4% or $425,592 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-1$1,824,101$51,071$51,071iApproximate average salary by contribution assumption: employee only about $1,276,775 at 4% or $851,183 at 6%; with 50% employer match about $851,183 at 4% or $567,456 at 6%; with 100% employer match about $638,388 at 4% or $425,592 at 6%.
202011$1,571,294$64,013$64,013iApproximate average salary by contribution assumption: employee only about $1,600,325 at 4% or $1,066,883 at 6%; with 50% employer match about $1,066,883 at 4% or $711,256 at 6%; with 100% employer match about $800,163 at 4% or $533,442 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-1$1,571,294$64,013$64,013iApproximate average salary by contribution assumption: employee only about $1,600,325 at 4% or $1,066,883 at 6%; with 50% employer match about $1,066,883 at 4% or $711,256 at 6%; with 100% employer match about $800,163 at 4% or $533,442 at 6%.
201911$1,398,067$49,825$49,825iApproximate average salary by contribution assumption: employee only about $1,245,625 at 4% or $830,417 at 6%; with 50% employer match about $830,417 at 4% or $553,611 at 6%; with 100% employer match about $622,813 at 4% or $415,208 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-1$1,398,067$49,825$49,825iApproximate average salary by contribution assumption: employee only about $1,245,625 at 4% or $830,417 at 6%; with 50% employer match about $830,417 at 4% or $553,611 at 6%; with 100% employer match about $622,813 at 4% or $415,208 at 6%.
201811$1,116,505$37,150$37,150iApproximate average salary by contribution assumption: employee only about $928,750 at 4% or $619,167 at 6%; with 50% employer match about $619,167 at 4% or $412,778 at 6%; with 100% employer match about $464,375 at 4% or $309,583 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-1$1,116,505$37,150$37,150iApproximate average salary by contribution assumption: employee only about $928,750 at 4% or $619,167 at 6%; with 50% employer match about $619,167 at 4% or $412,778 at 6%; with 100% employer match about $464,375 at 4% or $309,583 at 6%.
201712$1,411,330$41,225$20,613iApproximate average salary by contribution assumption: employee only about $515,313 at 4% or $343,542 at 6%; with 50% employer match about $343,542 at 4% or $229,028 at 6%; with 100% employer match about $257,656 at 4% or $171,771 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,411,330$41,225$20,613iApproximate average salary by contribution assumption: employee only about $515,313 at 4% or $343,542 at 6%; with 50% employer match about $343,542 at 4% or $229,028 at 6%; with 100% employer match about $257,656 at 4% or $171,771 at 6%.
201612$1,266,396$41,225$20,613iApproximate average salary by contribution assumption: employee only about $515,313 at 4% or $343,542 at 6%; with 50% employer match about $343,542 at 4% or $229,028 at 6%; with 100% employer match about $257,656 at 4% or $171,771 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,266,396$41,225$20,613iApproximate average salary by contribution assumption: employee only about $515,313 at 4% or $343,542 at 6%; with 50% employer match about $343,542 at 4% or $229,028 at 6%; with 100% employer match about $257,656 at 4% or $171,771 at 6%.
201512$1,121,462$38,540$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,121,462$38,540$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
201412$1,107,587$37,350$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,107,587$37,350$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
201312$1,091,191$35,350$17,675iApproximate average salary by contribution assumption: employee only about $441,875 at 4% or $294,583 at 6%; with 50% employer match about $294,583 at 4% or $196,389 at 6%; with 100% employer match about $220,938 at 4% or $147,292 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$1,091,191$35,350$17,675iApproximate average salary by contribution assumption: employee only about $441,875 at 4% or $294,583 at 6%; with 50% employer match about $294,583 at 4% or $196,389 at 6%; with 100% employer match about $220,938 at 4% or $147,292 at 6%.
201212$931,213$46,038$23,019iApproximate average salary by contribution assumption: employee only about $575,475 at 4% or $383,650 at 6%; with 50% employer match about $383,650 at 4% or $255,767 at 6%; with 100% employer match about $287,738 at 4% or $191,825 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$931,213$46,038$23,019iApproximate average salary by contribution assumption: employee only about $575,475 at 4% or $383,650 at 6%; with 50% employer match about $383,650 at 4% or $255,767 at 6%; with 100% employer match about $287,738 at 4% or $191,825 at 6%.
201112$790,994$36,838$18,419iApproximate average salary by contribution assumption: employee only about $460,475 at 4% or $306,983 at 6%; with 50% employer match about $306,983 at 4% or $204,656 at 6%; with 100% employer match about $230,238 at 4% or $153,492 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$790,994$36,838$18,419iApproximate average salary by contribution assumption: employee only about $460,475 at 4% or $306,983 at 6%; with 50% employer match about $306,983 at 4% or $204,656 at 6%; with 100% employer match about $230,238 at 4% or $153,492 at 6%.
201012$773,481$37,178$18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$773,481$37,178$18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%.
200912$653,010$32,808$16,404iApproximate average salary by contribution assumption: employee only about $410,100 at 4% or $273,400 at 6%; with 50% employer match about $273,400 at 4% or $182,267 at 6%; with 100% employer match about $205,050 at 4% or $136,700 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$653,010$32,808$16,404iApproximate average salary by contribution assumption: employee only about $410,100 at 4% or $273,400 at 6%; with 50% employer match about $273,400 at 4% or $182,267 at 6%; with 100% employer match about $205,050 at 4% or $136,700 at 6%.
200812$521,847$33,483$16,742iApproximate average salary by contribution assumption: employee only about $418,538 at 4% or $279,025 at 6%; with 50% employer match about $279,025 at 4% or $186,017 at 6%; with 100% employer match about $209,269 at 4% or $139,513 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$521,847$33,483$16,742iApproximate average salary by contribution assumption: employee only about $418,538 at 4% or $279,025 at 6%; with 50% employer match about $279,025 at 4% or $186,017 at 6%; with 100% employer match about $209,269 at 4% or $139,513 at 6%.
200712$0$0-
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2---
200612$619,984$50,540$25,270iApproximate average salary by contribution assumption: employee only about $631,750 at 4% or $421,167 at 6%; with 50% employer match about $421,167 at 4% or $280,778 at 6%; with 100% employer match about $315,875 at 4% or $210,583 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$619,984$50,540$25,270iApproximate average salary by contribution assumption: employee only about $631,750 at 4% or $421,167 at 6%; with 50% employer match about $421,167 at 4% or $280,778 at 6%; with 100% employer match about $315,875 at 4% or $210,583 at 6%.
200512$516,963$29,373$14,687iApproximate average salary by contribution assumption: employee only about $367,163 at 4% or $244,775 at 6%; with 50% employer match about $244,775 at 4% or $163,183 at 6%; with 100% employer match about $183,581 at 4% or $122,388 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$516,963$29,373$14,687iApproximate average salary by contribution assumption: employee only about $367,163 at 4% or $244,775 at 6%; with 50% employer match about $244,775 at 4% or $163,183 at 6%; with 100% employer match about $183,581 at 4% or $122,388 at 6%.
200412$478,386$29,328$14,664iApproximate average salary by contribution assumption: employee only about $366,600 at 4% or $244,400 at 6%; with 50% employer match about $244,400 at 4% or $162,933 at 6%; with 100% employer match about $183,300 at 4% or $122,200 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$478,386$29,328$14,664iApproximate average salary by contribution assumption: employee only about $366,600 at 4% or $244,400 at 6%; with 50% employer match about $244,400 at 4% or $162,933 at 6%; with 100% employer match about $183,300 at 4% or $122,200 at 6%.
200312$384,752$48,537$24,269iApproximate average salary by contribution assumption: employee only about $606,713 at 4% or $404,475 at 6%; with 50% employer match about $404,475 at 4% or $269,650 at 6%; with 100% employer match about $303,356 at 4% or $202,238 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$384,752$48,537$24,269iApproximate average salary by contribution assumption: employee only about $606,713 at 4% or $404,475 at 6%; with 50% employer match about $404,475 at 4% or $269,650 at 6%; with 100% employer match about $303,356 at 4% or $202,238 at 6%.
200212$290,273$40,924$20,462iApproximate average salary by contribution assumption: employee only about $511,550 at 4% or $341,033 at 6%; with 50% employer match about $341,033 at 4% or $227,356 at 6%; with 100% employer match about $255,775 at 4% or $170,517 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$290,273$40,924$20,462iApproximate average salary by contribution assumption: employee only about $511,550 at 4% or $341,033 at 6%; with 50% employer match about $341,033 at 4% or $227,356 at 6%; with 100% employer match about $255,775 at 4% or $170,517 at 6%.
200123$0$0-
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-3---
Beaulieu Funeral Home Inc. Employees Money Purchase Pension Plan Trust-3---
200023$0$0-
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2---
Beaulieu Funeral Home Inc. Employees Money Purchase Pension Plan Trust-3---
199922$416,233$24,747$12,374iApproximate average salary by contribution assumption: employee only about $309,338 at 4% or $206,225 at 6%; with 50% employer match about $206,225 at 4% or $137,483 at 6%; with 100% employer match about $154,669 at 4% or $103,113 at 6%.
Beaulieu Funeral Home Inc. Employees Deferred Compensation Profit Sharing Plan Trust-2$382,916$14,833$7,417iApproximate average salary by contribution assumption: employee only about $185,413 at 4% or $123,608 at 6%; with 50% employer match about $123,608 at 4% or $82,406 at 6%; with 100% employer match about $92,706 at 4% or $61,804 at 6%.
Beaulieu Funeral Home Inc. Employees Money Purchase Pension Plan Trust-2$33,317$9,914$4,957iApproximate average salary by contribution assumption: employee only about $123,925 at 4% or $82,617 at 6%; with 50% employer match about $82,617 at 4% or $55,078 at 6%; with 100% employer match about $61,963 at 4% or $41,308 at 6%.