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NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN 401k Plan overview

Plan NameNEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN
Plan identification number 001

NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION
Employer identification number (EIN):150398553
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01MICHAEL LANOTTE2017-06-13
0012015-01-01BONNIE MCCULLOUGH2016-05-24
0012014-01-01BONNIE MCCULLOGH2015-07-07
0012013-01-01NANCY SCHIESEL2014-06-17
0012012-01-01NANCY SCHIESEL2013-07-15
0012011-01-01NANCY SCHIESEL2012-07-17
0012010-01-01NANCY SCHIESEL2011-06-29

Financial Data on NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN

Measure Date Value
2025 : NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-31965073
Net assets as of the end of the plan year2025-07-315928073
Total assets as of the beginning of the plan year2025-07-315791772
Value of plan covered by a fidelity bond2025-07-313000000
Participant contributions to plan in this plan year2025-07-31172297
Other contributions to plan in this plan year2025-07-312967
Other income to plan in this plan year2025-07-31761022
Plan net income in this plan year2025-07-31136301
Net assets as of the end of the plan year2025-07-315928073
Net assets as of the beginning of the plan year2025-07-315791772
Employer contributions to plan in this plan year2025-07-31165088
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3120561
2024 : NEW YORK STATE FUNERAL DIRECTORS ASSOCIATION, INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0239724
Net assets as of the end of the plan year2024-07-025791772
Total assets as of the beginning of the plan year2024-07-024611919
Value of plan covered by a fidelity bond2024-07-023000000
Participant contributions to plan in this plan year2024-07-02164154
Other income to plan in this plan year2024-07-02898079
Plan net income in this plan year2024-07-021179853
Net assets as of the end of the plan year2024-07-025791772
Net assets as of the beginning of the plan year2024-07-024611919
Employer contributions to plan in this plan year2024-07-02157344
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0219974

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