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AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameAMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 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).
  • 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. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-09-30MARY MARGARET DUNN2024-07-10 DONALD CYMBOR2024-07-10
0022021-09-30MARY MARGARET DUNN2023-07-08 DONALD CYMBOR2023-07-10
0022020-09-30MARY MARGARET DUNN2022-07-14 DONALD CYMBOR2022-07-05
0022019-09-30MARY MARGARET DUNN2021-07-01 DONALD CYMBOR2021-07-06
0022018-09-30GEORGE CONNICK2020-07-09
0022017-09-30GEORGE CONNICK2019-07-12
0022016-09-30MARY MARGARET DUNN2018-07-03
0022015-09-30MARY MARGARET DUNN2017-07-07
0022014-09-30MARY MARGARET DUNN2016-07-14
0022013-09-30MARY MARGARET DUNN2015-06-30
0022012-09-30MARY MARGARET DUNN2014-07-08
0022011-09-30MARY MARGARET DUNN2013-07-08
0022010-09-30MARY MARGARET DUNN2012-03-09

Financial Data on AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2025 : AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-130
Total liabilities as of the end of the plan year2025-04-130
Total liabilities as of the beginning of the plan year2025-04-130
Total expenses incurred by plan in this plan year2025-04-134105233
Net assets as of the end of the plan year2025-04-130
Total assets as of the beginning of the plan year2025-04-134276885
Value of plan covered by a fidelity bond2025-04-131000000
Participant contributions to plan in this plan year2025-04-130
Other expenses paid from plan in this plan year2025-04-130
Other contributions to plan in this plan year2025-04-130
Other income to plan in this plan year2025-04-13-173108
Plan net income in this plan year2025-04-13-4276885
Net assets as of the end of the plan year2025-04-130
Net assets as of the beginning of the plan year2025-04-134276885
Employer contributions to plan in this plan year2025-04-131456
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1333008
2023 : AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2023 401k financial data
Total transfers to/from plan in this plan year2023-07-100
Total liabilities as of the end of the plan year2023-07-100
Total liabilities as of the beginning of the plan year2023-07-100
Total expenses incurred by plan in this plan year2023-07-1094248
Net assets as of the end of the plan year2023-07-103644633
Total assets as of the beginning of the plan year2023-07-105019693
Value of plan covered by a fidelity bond2023-07-101000000
Participant contributions to plan in this plan year2023-07-100
Other expenses paid from plan in this plan year2023-07-100
Other contributions to plan in this plan year2023-07-100
Other income to plan in this plan year2023-07-10-1280812
Plan net income in this plan year2023-07-10-1375060
Net assets as of the end of the plan year2023-07-103644633
Net assets as of the beginning of the plan year2023-07-105019693
Employer contributions to plan in this plan year2023-07-100
Expensese paid to adminstrative service provicers from plan in this plan year2023-07-1051417

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