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THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES 401k Plan overview

Plan NameTHE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES
Plan identification number 001

THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE EVERGREENS CEMETERY has sponsored the creation of one or more 401k plans.

Company Name:THE EVERGREENS CEMETERY
Employer identification number (EIN):110729120
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01JULIE BOSE2019-10-11
0012017-07-01JULIE BOSE2019-01-18
0012016-07-01JULIE BOSE2018-01-17
0012015-07-01JULIE BOSE2017-03-28
0012014-07-01JULIE BOSE2016-04-06
0012013-07-01PAUL GRASSI2015-04-02
0012012-07-01PAUL GRASSI2014-03-31
0012011-07-01PAUL GRASSI2013-03-26
0012010-07-01PAUL GRASSI2012-04-06

Plan Statistics for THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES

401k plan membership statisitcs for THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2018: THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES 2018 401k membership
Market value of plan assets2018-06-301,181,457
Acturial value of plan assets2018-06-301,181,457
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-306
Fundng target for terminated vested participants2018-06-30115,940
Active participant vested funding target2018-06-30854,873
Number of active participants2018-06-303
Total funding liabilities for active participants2018-06-30854,873
Total participant count2018-06-309
Total funding target for all participants2018-06-30970,813
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30191,908
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30191,908
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30208,585
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE EVERGREENS CEMETERY PENSION PLAN FOR SALARIED EMPLOYEES 2017 401k membership
Market value of plan assets2017-06-301,089,993
Acturial value of plan assets2017-06-301,089,993
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-306
Fundng target for terminated vested participants2017-06-30104,839
Active participant vested funding target2017-06-30783,726
Number of active participants2017-06-303
Total funding liabilities for active participants2017-06-30783,726
Total participant count2017-06-309
Total funding target for all participants2017-06-30888,565
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30189,016
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30189,016
Present value of excess contributions2017-06-30199,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30212,153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30191,908
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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