401k Plan data: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN plan

THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 401k Plan overview

Plan Name	THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN
Plan identification number	001

THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN Benefits

401k Plan Type

Defined 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).
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).
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.
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

THE PROPRIETORS OF THE ROSEDALE CEMETERY has sponsored the creation of one or more 401k plans.

Company Name: THE PROPRIETORS OF THE ROSEDALE CEMETERY

Employer identification number (EIN): 221240840

NAIC Classification: 812220
NAIC Description: Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 WILLIAM WALLER 2016-10-17
001 2015-01-01
001 2014-01-01 WILLIAM WALLER 2015-10-14
001 2014-01-01 BETH YINGLING 2015-07-31
001 2013-01-01 BILL WALLER 2014-10-09
001 2012-01-01 GARY CEPPOS 2013-04-18
001 2011-01-01 GARY CEPPOS 2012-04-26
001 2009-01-01 GARY CEPPOS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	WILLIAM WALLER	2016-10-17
001	2015-01-01
001	2014-01-01	WILLIAM WALLER	2015-10-14
001	2014-01-01	BETH YINGLING	2015-07-31
001	2013-01-01	BILL WALLER	2014-10-09
001	2012-01-01	GARY CEPPOS	2013-04-18
001	2011-01-01	GARY CEPPOS	2012-04-26
001	2009-01-01	GARY CEPPOS

Plan Statistics for THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN

401k plan membership statisitcs for THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN

Measure Date Value
2020: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,200,480
Acturial value of plan assets 2020-12-31 2,200,480
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,388,532
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 74,109
Active participant vested funding target 2020-12-31 110,629
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 113,103
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,575,744
Balance at beginning of prior year after applicable adjustments 2020-12-31 140,038
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 44,585
Amount remaining of carryover balance 2020-12-31 140,038
Amount remaining of prefunding balance 2020-12-31 44,585
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 164,069
Balance of prefunding at beginning of current year 2020-12-31 52,236
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,010,669
Acturial value of plan assets 2019-12-31 2,010,669
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 948,158
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 27,132
Active participant vested funding target 2019-12-31 535,724
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 538,091
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 1,513,381
Balance at beginning of prior year after applicable adjustments 2019-12-31 147,253
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 46,882
Amount remaining of carryover balance 2019-12-31 147,253
Amount remaining of prefunding balance 2019-12-31 46,882
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 140,038
Balance of prefunding at beginning of current year 2019-12-31 44,585
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,220,747
Acturial value of plan assets 2018-12-31 2,220,747
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 621,368
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 24,429
Active participant vested funding target 2018-12-31 843,016
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 847,968
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,493,765
Balance at beginning of prior year after applicable adjustments 2018-12-31 131,617
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 41,904
Amount remaining of carryover balance 2018-12-31 131,617
Amount remaining of prefunding balance 2018-12-31 41,904
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 147,253
Balance of prefunding at beginning of current year 2018-12-31 46,882
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,042,976
Acturial value of plan assets 2017-12-31 2,042,976
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 460,162
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 21,457
Active participant vested funding target 2017-12-31 956,562
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 961,342
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,442,961
Balance at beginning of prior year after applicable adjustments 2017-12-31 126,530
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 40,285
Amount remaining of carryover balance 2017-12-31 126,530
Amount remaining of prefunding balance 2017-12-31 40,285
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 131,617
Balance of prefunding at beginning of current year 2017-12-31 41,904
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,019,019
Acturial value of plan assets 2016-12-31 2,019,019
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 481,137
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 19,153
Active participant vested funding target 2016-12-31 930,219
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 935,119
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 1,435,409
Balance at beginning of prior year after applicable adjustments 2016-12-31 127,422
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 40,569
Amount remaining of carryover balance 2016-12-31 127,422
Amount remaining of prefunding balance 2016-12-31 40,569
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 126,530
Balance of prefunding at beginning of current year 2016-12-31 40,285
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,200,480
Acturial value of plan assets	2020-12-31	2,200,480
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,388,532
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	74,109
Active participant vested funding target	2020-12-31	110,629
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	113,103
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,575,744
Balance at beginning of prior year after applicable adjustments	2020-12-31	140,038
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	44,585
Amount remaining of carryover balance	2020-12-31	140,038
Amount remaining of prefunding balance	2020-12-31	44,585
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	164,069
Balance of prefunding at beginning of current year	2020-12-31	52,236
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,010,669
Acturial value of plan assets	2019-12-31	2,010,669
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	948,158
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	27,132
Active participant vested funding target	2019-12-31	535,724
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	538,091
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,513,381
Balance at beginning of prior year after applicable adjustments	2019-12-31	147,253
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	46,882
Amount remaining of carryover balance	2019-12-31	147,253
Amount remaining of prefunding balance	2019-12-31	46,882
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	140,038
Balance of prefunding at beginning of current year	2019-12-31	44,585
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,220,747
Acturial value of plan assets	2018-12-31	2,220,747
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	621,368
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	24,429
Active participant vested funding target	2018-12-31	843,016
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	847,968
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,493,765
Balance at beginning of prior year after applicable adjustments	2018-12-31	131,617
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	41,904
Amount remaining of carryover balance	2018-12-31	131,617
Amount remaining of prefunding balance	2018-12-31	41,904
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	147,253
Balance of prefunding at beginning of current year	2018-12-31	46,882
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,042,976
Acturial value of plan assets	2017-12-31	2,042,976
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	460,162
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	21,457
Active participant vested funding target	2017-12-31	956,562
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	961,342
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,442,961
Balance at beginning of prior year after applicable adjustments	2017-12-31	126,530
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	40,285
Amount remaining of carryover balance	2017-12-31	126,530
Amount remaining of prefunding balance	2017-12-31	40,285
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	131,617
Balance of prefunding at beginning of current year	2017-12-31	41,904
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,019,019
Acturial value of plan assets	2016-12-31	2,019,019
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	481,137
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	19,153
Active participant vested funding target	2016-12-31	930,219
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	935,119
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	1,435,409
Balance at beginning of prior year after applicable adjustments	2016-12-31	127,422
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	40,569
Amount remaining of carryover balance	2016-12-31	127,422
Amount remaining of prefunding balance	2016-12-31	40,569
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	126,530
Balance of prefunding at beginning of current year	2016-12-31	40,285
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN

Measure	Date	Value
2010 : THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$238,339
Expenses. Total of all expenses incurred	2010-12-31	$31,933
Benefits paid (including direct rollovers)	2010-12-31	$31,541
Total plan assets at end of year	2010-12-31	$1,517,274
Total plan assets at beginning of year	2010-12-31	$1,310,868
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$392
Other income received	2010-12-31	$128,231
Net income (gross income less expenses)	2010-12-31	$206,406
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,517,274
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,310,868
Total contributions received or receivable from employer(s)	2010-12-31	$110,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN

2009: THE PROPRIETORS OF THE ROSEDALE CEMETERY PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE PROPRIETORS OF THE ROSEDALE CEMETERY
Employer identification number (EIN):	221240840
NAIC Classification:	812220
NAIC Description:	Cemeteries and Crematories