401k Plan data: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN plan

JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	003

JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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

JOHN J. FERRY & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN J. FERRY & SONS, INC.

Employer identification number (EIN): 060686203

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 PATRICK FERRY 2023-06-23
003 2021-01-01 PATRICK FERRY 2022-04-27
003 2020-01-01 PATRICK FERRY 2021-08-11
003 2019-01-01 THOMAS L. FERRY III 2020-10-02
003 2018-01-01 THOMAS L. FERRY III 2019-10-09
003 2017-01-01 THOMAS L. FERRY III 2018-07-09
003 2016-01-01 THOMAS L. FERRY III 2017-02-28
003 2015-01-01 THOMAS L. FERRY III 2016-08-05
003 2014-01-01 THOMAS L. FERRY III 2015-06-26
003 2013-01-01 WILLIAM C. FERRY 2014-05-09
003 2012-01-01 WILLIAM C. FERRY 2013-03-29
003 2011-01-01 WILLIAM C. FERRY
003 2010-01-01 WILLIAM C. FERRY
003 2009-01-01 WILLIAM C. FERRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	PATRICK FERRY	2023-06-23
003	2021-01-01	PATRICK FERRY	2022-04-27
003	2020-01-01	PATRICK FERRY	2021-08-11
003	2019-01-01	THOMAS L. FERRY III	2020-10-02
003	2018-01-01	THOMAS L. FERRY III	2019-10-09
003	2017-01-01	THOMAS L. FERRY III	2018-07-09
003	2016-01-01	THOMAS L. FERRY III	2017-02-28
003	2015-01-01	THOMAS L. FERRY III	2016-08-05
003	2014-01-01	THOMAS L. FERRY III	2015-06-26
003	2013-01-01	WILLIAM C. FERRY	2014-05-09
003	2012-01-01	WILLIAM C. FERRY	2013-03-29
003	2011-01-01	WILLIAM C. FERRY
003	2010-01-01	WILLIAM C. FERRY
003	2009-01-01	WILLIAM C. FERRY

Plan Statistics for JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2011: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$112,023
Expenses. Total of all expenses incurred	2011-12-31	$9,495
Benefits paid (including direct rollovers)	2011-12-31	$2,464
Total plan assets at end of year	2011-12-31	$1,186,610
Total plan assets at beginning of year	2011-12-31	$1,084,082
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$46,650
Expenses. Other expenses not covered elsewhere	2011-12-31	$7,031
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-1,186
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$102,528
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,186,610
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,084,082
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$44,000
Total contributions received or receivable from employer(s)	2011-12-31	$66,559
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$209,983
Expenses. Total of all expenses incurred	2010-12-31	$16,690
Benefits paid (including direct rollovers)	2010-12-31	$10,705
Total plan assets at end of year	2010-12-31	$1,084,082
Total plan assets at beginning of year	2010-12-31	$890,789
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$47,250
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,985
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$92,733
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$193,293
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,084,082
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$890,789
Total contributions received or receivable from employer(s)	2010-12-31	$70,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN

2011: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN J. FERRY & SONS, INC. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN J. FERRY & SONS, INC.
Employer identification number (EIN):	060686203
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services