STEPHEN E. OWEN FUNERAL HOMES, LLC, INTEGRATED 401(K) PROFIT SHARING PLAN 401k Plan overview

STEPHEN E. OWEN FUNERAL HOMES, LLC, INTEGRATED 401(K) PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	STEPHEN E. OWEN FUNERAL HOMES, LLC
Employer identification number (EIN):	832495648
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEPHEN OWEN	2024-03-18	STEPHEN OWEN	2024-03-18
001	2022-01-01	STEPHEN E. OWEN	2023-03-18	STEPHEN E. OWEN	2023-03-18
001	2021-01-01	STEPHEN OWEN	2022-03-30	STEPHEN OWEN	2022-03-30
001	2020-01-01	STEPHEN E OWEN	2021-03-23	STEPHEN E OWEN	2021-03-23

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• STEPHEN E. SIMPSON, D.D.S., M.S. CASH BALANCE PLAN [EIN = 621470910]
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• STEPHEN E. STEIN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN [EIN = 591742902]
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• STEPHEN E. WALDRAM DMD PENSION PLAN & TRUST [EIN = 930766532]
• STEPHEN E. SIMPSON, D.D.S., M.S. 401(K) PROFIT SHARING PLAN [EIN = 621470910]
• STEPHEN E. KAUFMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN [EIN = 133062536]
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