J.W. FUNERAL SERVICES, LLC
Plan context: J.W. FUNERAL SERVICES, LLC, 401(K) PROFIT SHARING PLAN
EIN 86-1007477 • Casa Grande, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$297,770
2025 Contributions
$70,967
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 | 0 | $0 | $0 | - |
| J.W. FUNERAL SERVICES, LLC, 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2024 | 1 | 26 | $297,770 | $70,967 | $2,730iApproximate average salary by contribution assumption: employee only about $68,238 at 4% or $45,492 at 6%; with 50% employer match about $45,492 at 4% or $30,328 at 6%; with 100% employer match about $34,119 at 4% or $22,746 at 6%. |
| J.W. FUNERAL SERVICES, LLC, 401(K) PROFIT SHARING PLAN | - | 26 | $297,770 | $70,967 | $2,730iApproximate average salary by contribution assumption: employee only about $68,238 at 4% or $45,492 at 6%; with 50% employer match about $45,492 at 4% or $30,328 at 6%; with 100% employer match about $34,119 at 4% or $22,746 at 6%. |
| 2023 | 1 | 27 | $223,884 | $116,447 | $4,313iApproximate average salary by contribution assumption: employee only about $107,821 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,940 at 6%. |
| J.W. FUNERAL SERVICES, LLC, 401(K) PROFIT SHARING PLAN | - | 27 | $223,884 | $116,447 | $4,313iApproximate average salary by contribution assumption: employee only about $107,821 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,940 at 6%. |
| 2022 | 1 | 30 | $100,000 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| J.W. FUNERAL SERVICES, LLC, 401(K) PROFIT SHARING PLAN | - | 30 | $100,000 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |