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LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameLAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

LAKEVIEW MEMORIAL PARK ASSOCIA has sponsored the creation of one or more 401k plans.

Company Name:LAKEVIEW MEMORIAL PARK ASSOCIA
Employer identification number (EIN):210495470
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID B. STAHL2024-04-10
0012022-01-01DAVID B. STAHL2023-05-08
0012021-01-01DAVID B. STAHL2022-05-09
0012020-01-01DAVID B STAHL2021-06-11
0012019-01-01DAVID B. STAHL2020-07-20
0012018-01-01DAVID B. STAHL2019-07-30
0012017-01-01DAVID B. STAHL2018-07-20
0012016-01-01DAVID B STAHL2017-06-05
0012015-01-01DAVID B STAHL2016-07-07
0012014-01-01KATHLEEN J DAGOSTINO2015-07-06
0012013-01-01KATHLEEN J DAGOSTINO2014-07-08
0012012-01-01LAKEVIEW MEMORIAL PARK ASSOCIA2013-08-02
0012011-01-01LAKEVIEW MEMORIAL PARK ASSOCIA
0012010-01-01DAVID B STAHL SR DAVID B STAHL SR2011-09-02
0012009-01-01KATHLEEN J. DAGOSTINO KATHLEEN J. DAGOSTINO2010-07-01
0012009-01-01 KATHLEEN J. DAGOSTINO2010-07-01

Financial Data on LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-061515
Net assets as of the end of the plan year2025-05-06775792
Total assets as of the beginning of the plan year2025-05-06673539
Participant contributions to plan in this plan year2025-05-0624043
Value of participant loans at end of plan year2025-05-0613345
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-0658006
Plan net income in this plan year2025-05-06102253
Net assets as of the end of the plan year2025-05-06775792
Net assets as of the beginning of the plan year2025-05-06673539
Employer contributions to plan in this plan year2025-05-0621719
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-061515
2024 : LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-100
Total liabilities as of the end of the plan year2024-04-100
Total liabilities as of the beginning of the plan year2024-04-100
Total expenses incurred by plan in this plan year2024-04-10120
Net assets as of the end of the plan year2024-04-10673539
Total assets as of the beginning of the plan year2024-04-10557623
Participant contributions to plan in this plan year2024-04-1022266
Value of participant loans at end of plan year2024-04-1021143
Other expenses paid from plan in this plan year2024-04-100
Other contributions to plan in this plan year2024-04-1012798
Other income to plan in this plan year2024-04-1061342
Plan net income in this plan year2024-04-10115916
Net assets as of the end of the plan year2024-04-10673539
Net assets as of the beginning of the plan year2024-04-10557623
Employer contributions to plan in this plan year2024-04-1019630
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-10120
2022 : LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-090
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-0943788
Net assets as of the end of the plan year2022-05-09596294
Total assets as of the beginning of the plan year2022-05-09571212
Participant contributions to plan in this plan year2022-05-0915132
Value of participant loans at end of plan year2022-05-0938314
Other expenses paid from plan in this plan year2022-05-090
Other contributions to plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-0939371
Plan net income in this plan year2022-05-0925082
Net assets as of the end of the plan year2022-05-09596294
Net assets as of the beginning of the plan year2022-05-09571212
Employer contributions to plan in this plan year2022-05-0914367
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-09195
2011 : LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$14,782
Expenses. Total of all expenses incurred2011-12-31$200
Total plan assets at end of year2011-12-31$287,073
Total plan assets at beginning of year2011-12-31$272,491
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$13,410
Other income received2011-12-31$-3,987
Net income (gross income less expenses)2011-12-31$14,582
Net plan assets at end of year (total assets less liabilities)2011-12-31$287,073
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$272,491
Assets. Value of participant loans2011-12-31$13,660
Total contributions received or receivable from employer(s)2011-12-31$5,359
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
2010 : LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources2010-12-31$39,946
Expenses. Total of all expenses incurred2010-12-31$14,453
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$272,491
Total plan assets at beginning of year2010-12-31$246,998
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$12,880
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$21,965
Net income (gross income less expenses)2010-12-31$25,493
Net plan assets at end of year (total assets less liabilities)2010-12-31$272,491
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$246,998
Assets. Value of participant loans2010-12-31$17,171
Total contributions received or receivable from employer(s)2010-12-31$5,101
Value of certain deemed distributions of participant loans2010-12-31$14,253
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$200

Form 5500 Responses for LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST

2011: LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LAKEVIEW MEMORIAL PARK ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923249
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923249
Policy instance 1

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