Berg Mortuary

Form 5500

BERG MORTUARY, INC.

185 East Center, Provo, Ut 84606 (801) 373-1841 EIN:87-0115290 Plan Admin:Carl D. Berg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBERG MORTUARY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$4,365,467 / $4,895,366	2023	BERG MORTUARY, INC. PROFIT SHARING PLAN - Plan #001	13 / 13	$4,365,467 / $4,895,366
2022	Plan NameBERG MORTUARY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$4,579,183 / $4,365,467	2022	BERG MORTUARY, INC. PROFIT SHARING PLAN - Plan #001	12 / 12	$4,579,183 / $4,365,467
2021	Plan NameBERG MORTUARY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$3,774,682 / $4,579,183	2021	BERG MORTUARY, INC. PROFIT SHARING PLAN - Plan #001	13 / 12	$3,774,682 / $4,579,183
2020	Plan NameBERG MORTUARY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$3,525,171 / $3,774,682	2020	BERG MORTUARY, INC. PROFIT SHARING PLAN - Plan #001	15 / 13	$3,525,171 / $3,774,682
2019	Plan NameBERG MORTUARY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,967,707 / $3,525,171	2019	BERG MORTUARY, INC. PROFIT SHARING PLAN - Plan #001	11 / 12	$2,967,707 / $3,525,171