Heath Funeral Chapel Inc.
Plan context: Heath Funeral Chapel Inc. 401(K) Plan
EIN 59-2194567 • Lakeland, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$349,984
2025 Contributions
$75,525
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $349,984 | $75,525 | $10,789iApproximate average salary by contribution assumption: employee only about $269,732 at 4% or $179,821 at 6%; with 50% employer match about $179,821 at 4% or $119,881 at 6%; with 100% employer match about $134,866 at 4% or $89,911 at 6%. |
| Heath Funeral Chapel Inc. 401(K) Plan | - | 7 | $349,984 | $75,525 | $10,789iApproximate average salary by contribution assumption: employee only about $269,732 at 4% or $179,821 at 6%; with 50% employer match about $179,821 at 4% or $119,881 at 6%; with 100% employer match about $134,866 at 4% or $89,911 at 6%. |
| 2024 | 1 | 8 | $259,919 | $76,207 | $9,526iApproximate average salary by contribution assumption: employee only about $238,147 at 4% or $158,765 at 6%; with 50% employer match about $158,765 at 4% or $105,843 at 6%; with 100% employer match about $119,073 at 4% or $79,382 at 6%. |
| Heath Funeral Chapel Inc. 401(K) Plan | - | 8 | $259,919 | $76,207 | $9,526iApproximate average salary by contribution assumption: employee only about $238,147 at 4% or $158,765 at 6%; with 50% employer match about $158,765 at 4% or $105,843 at 6%; with 100% employer match about $119,073 at 4% or $79,382 at 6%. |
| 2023 | 1 | 8 | $177,826 | $79,544 | $9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%. |
| Heath Funeral Chapel Inc. 401(K) Plan | - | 8 | $177,826 | $79,544 | $9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%. |
| 2022 | 1 | 8 | $84,969 | $88,435 | $11,054iApproximate average salary by contribution assumption: employee only about $276,359 at 4% or $184,240 at 6%; with 50% employer match about $184,240 at 4% or $122,826 at 6%; with 100% employer match about $138,180 at 4% or $92,120 at 6%. |
| Heath Funeral Chapel Inc. 401(K) Plan | - | 8 | $84,969 | $88,435 | $11,054iApproximate average salary by contribution assumption: employee only about $276,359 at 4% or $184,240 at 6%; with 50% employer match about $184,240 at 4% or $122,826 at 6%; with 100% employer match about $138,180 at 4% or $92,120 at 6%. |