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PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

KISH FUNERAL HOME LTD has sponsored the creation of one or more 401k plans.

Company Name:KISH FUNERAL HOME LTD
Employer identification number (EIN):231912967
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Additional information about KISH FUNERAL HOME LTD

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 190402

More information about KISH FUNERAL HOME LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01
0012015-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01JOHN KISH II
0012011-07-01JOHN KISH II
0012010-07-01JOHN KISH II
0012009-07-01JOHN KISH II

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT

Measure Date Value
2016: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-014
Total participants2015-07-014
Number of participants with account balances2015-07-014
2014: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-014
Total participants2013-07-014
Number of participants with account balances2013-07-014
2012: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-012
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-014
Total participants2012-07-014
Number of participants with account balances2012-07-014
2011: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-014
Total participants2011-07-014
Number of participants with account balances2011-07-014
2010: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2010 401k membership
Total participants, beginning-of-year2010-07-014
Total number of active participants reported on line 7a of the Form 55002010-07-012
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-014
Total participants2010-07-014
Number of participants with account balances2010-07-014
2009: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-014

Financial Data on PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT

Measure Date Value
2017 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2017 401k financial data
Total income from all sources2017-01-31$31,545
Expenses. Total of all expenses incurred2017-01-31$2,384,883
Benefits paid (including direct rollovers)2017-01-31$2,374,177
Total plan assets at beginning of year2017-01-31$2,353,338
Value of fidelity bond covering the plan2017-01-31$275,000
Other income received2017-01-31$31,545
Net income (gross income less expenses)2017-01-31$-2,353,338
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$2,353,338
Assets. Value of participant loans2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$10,706
Funding deficiency by the employer to the plan for this plan year2017-01-31$0
Minimum employer required contribution for this plan year2017-01-31$0
Amount contributed by the employer to the plan for this plan year2017-01-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2016 401k financial data
Total income from all sources2016-06-30$124,626
Expenses. Total of all expenses incurred2016-06-30$171,749
Benefits paid (including direct rollovers)2016-06-30$144,000
Total plan assets at end of year2016-06-30$2,353,338
Total plan assets at beginning of year2016-06-30$2,400,461
Value of fidelity bond covering the plan2016-06-30$275,000
Other income received2016-06-30$109,785
Net income (gross income less expenses)2016-06-30$-47,123
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,353,338
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,400,461
Assets. Value of participant loans2016-06-30$18,556
Total contributions received or receivable from employer(s)2016-06-30$14,841
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$27,749
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$14,841
Amount contributed by the employer to the plan for this plan year2016-06-30$14,841
2015 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2015 401k financial data
Total income from all sources2015-06-30$62,893
Expenses. Total of all expenses incurred2015-06-30$173,055
Benefits paid (including direct rollovers)2015-06-30$144,000
Total plan assets at end of year2015-06-30$2,400,461
Total plan assets at beginning of year2015-06-30$2,510,623
Value of fidelity bond covering the plan2015-06-30$275,000
Other income received2015-06-30$47,515
Net income (gross income less expenses)2015-06-30$-110,162
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,400,461
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,510,623
Assets. Value of participant loans2015-06-30$23,599
Total contributions received or receivable from employer(s)2015-06-30$15,378
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$29,055
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$15,378
Amount contributed by the employer to the plan for this plan year2015-06-30$15,378
2014 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2014 401k financial data
Total income from all sources2014-06-30$200,416
Expenses. Total of all expenses incurred2014-06-30$171,042
Benefits paid (including direct rollovers)2014-06-30$140,000
Total plan assets at end of year2014-06-30$2,510,623
Total plan assets at beginning of year2014-06-30$2,481,249
Value of fidelity bond covering the plan2014-06-30$275,000
Other income received2014-06-30$187,642
Net income (gross income less expenses)2014-06-30$29,374
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,510,623
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,481,249
Assets. Value of participant loans2014-06-30$29,114
Total contributions received or receivable from employer(s)2014-06-30$12,774
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$31,042
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$12,774
Amount contributed by the employer to the plan for this plan year2014-06-30$12,774
2013 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2013 401k financial data
Total income from all sources2013-06-30$127,427
Expenses. Total of all expenses incurred2013-06-30$124,267
Benefits paid (including direct rollovers)2013-06-30$96,000
Total plan assets at end of year2013-06-30$2,481,249
Total plan assets at beginning of year2013-06-30$2,478,089
Value of fidelity bond covering the plan2013-06-30$275,000
Other income received2013-06-30$111,735
Net income (gross income less expenses)2013-06-30$3,160
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,481,249
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,478,089
Total contributions received or receivable from employer(s)2013-06-30$15,692
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$28,267
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$15,692
Amount contributed by the employer to the plan for this plan year2013-06-30$15,692
2012 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2012 401k financial data
Total income from all sources2012-06-30$141,251
Expenses. Total of all expenses incurred2012-06-30$125,508
Benefits paid (including direct rollovers)2012-06-30$96,000
Total plan assets at end of year2012-06-30$2,478,089
Total plan assets at beginning of year2012-06-30$2,462,346
Value of fidelity bond covering the plan2012-06-30$275,000
Other income received2012-06-30$124,987
Net income (gross income less expenses)2012-06-30$15,743
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,478,089
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,462,346
Total contributions received or receivable from employer(s)2012-06-30$16,264
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$29,508
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$16,264
Amount contributed by the employer to the plan for this plan year2012-06-30$16,264
2011 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2011 401k financial data
Total income from all sources2011-06-30$410,366
Expenses. Total of all expenses incurred2011-06-30$124,481
Benefits paid (including direct rollovers)2011-06-30$96,000
Total plan assets at end of year2011-06-30$2,462,346
Total plan assets at beginning of year2011-06-30$2,176,461
Value of fidelity bond covering the plan2011-06-30$275,000
Other income received2011-06-30$390,378
Net income (gross income less expenses)2011-06-30$285,885
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,462,346
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,176,461
Total contributions received or receivable from employer(s)2011-06-30$19,988
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$28,481
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$19,988
Amount contributed by the employer to the plan for this plan year2011-06-30$19,988
2010 : PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$20,152
Amount contributed by the employer to the plan for this plan year2010-06-30$20,152

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT

2016: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF KISH FUNERAL HOME LT 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $51
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Amount paid for insurance broker fees51
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameWOODWARD T ODIORNE
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $48
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameWOODWARD T ODIORNE
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameWOODWARD T ODIORNE
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $46
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameWOODWARD T ODIORNE
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $314
Total amount of fees paid to insurance companyUSD $66
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0159780
Policy instance 1
Insurance contract or identification number0159780
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $316
Total amount of fees paid to insurance companyUSD $66
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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