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FOREST LAWN SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameFOREST LAWN SAVINGS & RETIREMENT PLAN
Plan identification number 004

FOREST LAWN SAVINGS & 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BUFFALO CITY CEMETERY has sponsored the creation of one or more 401k plans.

Company Name:BUFFALO CITY CEMETERY
Employer identification number (EIN):160365720
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOREST LAWN SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01JAMIE LOTZ2024-09-10 JAMIE LOTZ2024-09-10
0042022-01-01JAMIE LOTZ2023-07-25 JAMIE LOTZ2023-07-25
0042021-01-01ANNETTE WARGO2022-06-23 ANNETTE WARGO2022-06-23
0042020-01-01ANNETTE M. WARGO2021-08-30 ANNETTE M. WARGO2021-08-30
0042019-01-01ANNETTE WARGO2020-07-22 ANNETTE WARGO2020-07-22
0042018-01-01DAVID BARTLEY2019-07-16 DAVID BARTLEY2019-07-16
0042017-01-01JAMIE LOTZ2018-07-30 JAMIE LOTZ2018-07-30
0042016-01-01JAMIE LOTZ2017-09-29 JAMIE LOTZ2017-09-29
0042015-01-01JAMIE LOTZ2016-08-11 JAMIE LOTZ2016-08-11
0042014-01-01JAMIE LOTZ2015-09-29 JAMIE LOTZ2015-09-29
0042013-01-01DONALD A. DEMEO2014-08-26 DONALD A. DEMEO2014-08-26
0042012-01-01DONALD A. DEMEO2013-10-03 DONALD A. DEMEO2013-10-03
0042011-01-01DONALD A. DEMEO2012-07-18
0042009-01-01DONALD A DEMEO

Financial Data on FOREST LAWN SAVINGS & RETIREMENT PLAN

Measure Date Value
2025 : FOREST LAWN SAVINGS & RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-24169853
Net assets as of the end of the plan year2025-07-243269752
Total assets as of the beginning of the plan year2025-07-242707257
Value of plan covered by a fidelity bond2025-07-24500000
Participant contributions to plan in this plan year2025-07-24175414
Value of participant loans at end of plan year2025-07-2419634
Other income to plan in this plan year2025-07-24263138
Plan net income in this plan year2025-07-24562495
Net assets as of the end of the plan year2025-07-243269752
Net assets as of the beginning of the plan year2025-07-242707257
Employer contributions to plan in this plan year2025-07-24293796
Fees paid to broker by Benefit Provider2025-07-2413566
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-241290
2024 : FOREST LAWN SAVINGS & RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-10380996
Net assets as of the end of the plan year2024-09-102707257
Total assets as of the beginning of the plan year2024-09-102461687
Value of plan covered by a fidelity bond2024-09-10500000
Participant contributions to plan in this plan year2024-09-10139754
Value of participant loans at end of plan year2024-09-1062974
Other expenses paid from plan in this plan year2024-09-100
Other contributions to plan in this plan year2024-09-100
Other income to plan in this plan year2024-09-10274099
Plan net income in this plan year2024-09-10245570
Net assets as of the end of the plan year2024-09-102707257
Net assets as of the beginning of the plan year2024-09-102461687
Employer contributions to plan in this plan year2024-09-10212713
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-101750
2022 : FOREST LAWN SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-11841843
Net assets as of the end of the plan year2022-07-113178286
Total assets as of the beginning of the plan year2022-07-113365746
Value of plan covered by a fidelity bond2022-07-11500000
Participant contributions to plan in this plan year2022-07-1167745
Value of participant loans at end of plan year2022-07-1130857
Other expenses paid from plan in this plan year2022-07-110
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-11443954
Plan net income in this plan year2022-07-11-187460
Net assets as of the end of the plan year2022-07-113178286
Net assets as of the beginning of the plan year2022-07-113365746
Employer contributions to plan in this plan year2022-07-11142684
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-112839
2009 : FOREST LAWN SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOREST LAWN SAVINGS & RETIREMENT PLAN

2009: FOREST LAWN SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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