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AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN
Plan identification number 001

AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC.
Employer identification number (EIN):132590811
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01DON CYMBOR2024-11-04 DON CYMBOR2024-11-04
0012022-09-30MARY MARGARET DUNN2023-12-27 DONALD CYMBOR2023-12-18
0012021-09-30MARY MARGARET DUNN2023-02-13 DONALD CYMBOR2023-02-21
0012020-09-30MARY MARGARET DUNN2022-07-12 DONALD CYMBOR2022-07-04
0012019-09-30MARY MARGARET DUNN2021-07-01 DONALD CYMBOR2021-07-06
0012018-09-30
0012017-09-30GEORGE CONNICK2019-07-12
0012016-09-30MARY MARGARET DUNN2018-05-31
0012015-09-30MARY MARGARET DUNN2017-07-11
0012014-09-30MARY MARGARET DUNN2016-07-14
0012013-09-30MARY MARGARET DUNN2015-06-30
0012012-09-30MARY MARGARET DUNN2014-06-19
0012011-09-30MARY MARGARET DUNN2013-07-08
0012010-09-30MARY MARGARET DUNN2012-03-09

Financial Data on AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2025 : AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-120
Total liabilities as of the end of the plan year2025-11-120
Total liabilities as of the beginning of the plan year2025-11-120
Total expenses incurred by plan in this plan year2025-11-1220923
Net assets as of the end of the plan year2025-11-121706578
Total assets as of the beginning of the plan year2025-11-121423275
Participant contributions to plan in this plan year2025-11-1289951
Other expenses paid from plan in this plan year2025-11-120
Other contributions to plan in this plan year2025-11-120
Other income to plan in this plan year2025-11-12158819
Plan net income in this plan year2025-11-12283303
Net assets as of the end of the plan year2025-11-121706578
Net assets as of the beginning of the plan year2025-11-121423275
Employer contributions to plan in this plan year2025-11-1255456
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-1212232
2024 : AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-040
Total liabilities as of the end of the plan year2024-11-040
Total liabilities as of the beginning of the plan year2024-11-040
Total expenses incurred by plan in this plan year2024-11-0473522
Net assets as of the end of the plan year2024-11-041423275
Total assets as of the beginning of the plan year2024-11-041037348
Participant contributions to plan in this plan year2024-11-0462671
Other expenses paid from plan in this plan year2024-11-040
Other contributions to plan in this plan year2024-11-0467595
Other income to plan in this plan year2024-11-04276686
Plan net income in this plan year2024-11-04385927
Net assets as of the end of the plan year2024-11-041423275
Net assets as of the beginning of the plan year2024-11-041037348
Employer contributions to plan in this plan year2024-11-0452497
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-041736
2023 : AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. 401(K) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-02-2144488
Net assets as of the end of the plan year2023-02-21890624
Total assets as of the beginning of the plan year2023-02-211244881
Value of plan covered by a fidelity bond2023-02-211000000
Participant contributions to plan in this plan year2023-02-2162948
Other expenses paid from plan in this plan year2023-02-211324
Other income to plan in this plan year2023-02-21-376374
Plan net income in this plan year2023-02-21-354257
Net assets as of the end of the plan year2023-02-21890624
Net assets as of the beginning of the plan year2023-02-211244881
Employer contributions to plan in this plan year2023-02-213657

Potentially related plans

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