Southern Heritage Mortuary & C
Plan context: Southern Heritage Mortuary & C 401(K) Profit Sharing Plan & Trust
EIN 87-4144858 • Tulsa, OK • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$76,791
2025 Contributions
$62,553
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 | 21 | $76,791 | $62,553 | $2,979iApproximate average salary by contribution assumption: employee only about $74,468 at 4% or $49,645 at 6%; with 50% employer match about $49,645 at 4% or $33,097 at 6%; with 100% employer match about $37,234 at 4% or $24,823 at 6%. |
| Southern Heritage Mortuary & C 401(K) Profit Sharing Plan & Trust | - | 21 | $76,791 | $62,553 | $2,979iApproximate average salary by contribution assumption: employee only about $74,468 at 4% or $49,645 at 6%; with 50% employer match about $49,645 at 4% or $33,097 at 6%; with 100% employer match about $37,234 at 4% or $24,823 at 6%. |
| 2024 | 1 | 20 | $14,693 | $15,524 | $776iApproximate average salary by contribution assumption: employee only about $19,405 at 4% or $12,937 at 6%; with 50% employer match about $12,937 at 4% or $8,624 at 6%; with 100% employer match about $9,703 at 4% or $6,468 at 6%. |
| Southern Heritage Mortuary & C 401(K) Profit Sharing Plan & Trust | - | 20 | $14,693 | $15,524 | $776iApproximate average salary by contribution assumption: employee only about $19,405 at 4% or $12,937 at 6%; with 50% employer match about $12,937 at 4% or $8,624 at 6%; with 100% employer match about $9,703 at 4% or $6,468 at 6%. |