Avery-Storti Funeral Home, Inc.

Form 5500

AVERY-STORTI FUNERAL HOME, INC.

88 Columbia Street, Wakefield, Ri 02879 (401) 623-0430 EIN:05-0301314 Plan Admin:Chad Carroll

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$2,363,402 / $2,934,763	2023	AVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN - Plan #001	5 / 11	$2,363,402 / $2,934,763
2022	Plan NameAVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$3,290,660 / $2,363,402	2022	AVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN - Plan #001	6 / 5	$3,290,660 / $2,363,402
2022	Plan NameAVERY-STORTI CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$429,692 / $373,614	2022	AVERY-STORTI CASH BALANCE PLAN - Plan #002	7 / 8	$429,692 / $373,614
2021	Plan NameAVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$3,390,617 / $3,290,660	2021	AVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN - Plan #001	6 / 5	$3,390,617 / $3,290,660
2021	Plan NameAVERY-STORTI CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$485,308 / $429,692	2021	AVERY-STORTI CASH BALANCE PLAN - Plan #002	6 / 6	$485,308 / $429,692
2020	Plan NameAVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,036,883 / $3,390,617	2020	AVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN - Plan #001	6 / 6	$3,036,883 / $3,390,617
2020	Plan NameAVERY-STORTI CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$421,607 / $485,308	2020	AVERY-STORTI CASH BALANCE PLAN - Plan #002	5 / 6	$421,607 / $485,308
2019	Plan NameAVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,469,216 / $3,036,883	2019	AVERY-STORTI FUNERAL HOME, INC. PROFIT SHARING PLAN - Plan #001	5 / 6	$2,469,216 / $3,036,883
2019	Plan NameAVERY-STORTI CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$311,145 / $421,607	2019	AVERY-STORTI CASH BALANCE PLAN - Plan #002	5 / 5	$311,145 / $421,607