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SCOTT & BARBIERI 401K PLAN 401k Plan overview

Plan NameSCOTT & BARBIERI 401K PLAN
Plan identification number 001

SCOTT & BARBIERI 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCOTT & BARBIERI has sponsored the creation of one or more 401k plans.

Company Name:SCOTT & BARBIERI
Employer identification number (EIN):010619889
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT & BARBIERI 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARIA BARBIERI2024-06-19
0012022-01-01MARIA BARBIERI2023-06-27
0012021-01-01MARIA BARBIERI2022-08-17 MARIA BARBIERI2022-08-17
0012020-01-01DOROTHY SAUSVILLE2021-07-14 DOROTHY SAUSVILLE2021-07-14
0012019-01-01DIANE L BRUCKER2020-04-29 DIANE L BRUCKER2020-04-29
0012018-01-01DIANE L BRUCKER2019-07-15 DIANE L BRUCKER2019-07-15
0012017-01-01DIANE BRUCKER2018-06-12
0012016-01-01DIANE BRUCKER2017-05-24
0012015-01-01DIANE BRUCKER2016-05-24
0012014-01-01DIANE BRUCKER2015-06-16
0012013-01-01DIANE BRUCKER2014-06-25
0012012-01-01DIANE BRUCKER2013-07-29
0012011-01-01DIANE BRUCKER2013-07-29
0012010-01-01SCOTT BARBIERI FAMILY2011-04-27

Financial Data on SCOTT & BARBIERI 401K PLAN

Measure Date Value
2025 : SCOTT & BARBIERI 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-04332
Total expenses incurred by plan in this plan year2025-06-0411308
Net assets as of the end of the plan year2025-06-043452827
Total assets as of the beginning of the plan year2025-06-042907650
Value of plan covered by a fidelity bond2025-06-04290732
Participant contributions to plan in this plan year2025-06-0487882
Value of participant loans at end of plan year2025-06-0417565
Other income to plan in this plan year2025-06-04444512
Plan net income in this plan year2025-06-04545509
Net assets as of the end of the plan year2025-06-043452827
Net assets as of the beginning of the plan year2025-06-042907318
Employer contributions to plan in this plan year2025-06-0424423
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0411308
2024 : SCOTT & BARBIERI 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-19332
Total liabilities as of the beginning of the plan year2024-06-19269
Total expenses incurred by plan in this plan year2024-06-19115104
Net assets as of the end of the plan year2024-06-192907650
Total assets as of the beginning of the plan year2024-06-192451789
Value of plan covered by a fidelity bond2024-06-19245152
Participant contributions to plan in this plan year2024-06-1985449
Value of participant loans at end of plan year2024-06-197723
Other contributions to plan in this plan year2024-06-1934375
Other income to plan in this plan year2024-06-19428914
Plan net income in this plan year2024-06-19455798
Net assets as of the end of the plan year2024-06-192907318
Net assets as of the beginning of the plan year2024-06-192451520
Employer contributions to plan in this plan year2024-06-1922164
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-198989

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