LFH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN
401k plan membership statisitcs for HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2013: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
| Total of all active and inactive participants | 2013-12-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
| Total participants | 2013-12-01 | 0 |
| Number of participants with account balances | 2013-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
| 2012: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 1 |
| Total of all active and inactive participants | 2012-12-01 | 3 |
| Total participants | 2012-12-01 | 3 |
| Number of participants with account balances | 2012-12-01 | 3 |
| 2011: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 2 |
| Total of all active and inactive participants | 2011-12-01 | 7 |
| Total participants | 2011-12-01 | 7 |
| Number of participants with account balances | 2011-12-01 | 7 |
| 2009: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 1 |
| Total of all active and inactive participants | 2009-12-01 | 11 |
| Total participants | 2009-12-01 | 11 |
| Number of participants with account balances | 2009-12-01 | 11 |
| Measure | Date | Value |
|---|
| 2014 : HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-11-30 | $0 |
| Total plan liabilities at end of year | 2014-11-30 | $0 |
| Total plan liabilities at beginning of year | 2014-11-30 | $0 |
| Total income from all sources | 2014-11-30 | $43,873 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $1,449,833 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $1,446,091 |
| Total plan assets at end of year | 2014-11-30 | $0 |
| Total plan assets at beginning of year | 2014-11-30 | $1,405,960 |
| Value of fidelity bond covering the plan | 2014-11-30 | $220,000 |
| Other income received | 2014-11-30 | $43,873 |
| Net income (gross income less expenses) | 2014-11-30 | $-1,405,960 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $1,405,960 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $3,742 |
| Funding deficiency by the employer to the plan for this plan year | 2014-11-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-11-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-11-30 | $0 |
| 2013 : HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $187,660 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $1,032,475 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $1,027,017 |
| Total plan assets at end of year | 2013-11-30 | $1,405,960 |
| Total plan assets at beginning of year | 2013-11-30 | $2,250,775 |
| Value of fidelity bond covering the plan | 2013-11-30 | $220,000 |
| Other income received | 2013-11-30 | $180,285 |
| Net income (gross income less expenses) | 2013-11-30 | $-844,815 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $1,405,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,250,775 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $7,375 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $5,458 |
| Funding deficiency by the employer to the plan for this plan year | 2013-11-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-11-30 | $7,375 |
| Amount contributed by the employer to the plan for this plan year | 2013-11-30 | $7,375 |
| 2012 : HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $240,992 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $176,550 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $168,745 |
| Total plan assets at end of year | 2012-11-30 | $2,250,775 |
| Total plan assets at beginning of year | 2012-11-30 | $2,186,333 |
| Value of fidelity bond covering the plan | 2012-11-30 | $230,000 |
| Other income received | 2012-11-30 | $205,242 |
| Net income (gross income less expenses) | 2012-11-30 | $64,442 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $2,250,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $2,186,333 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $35,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $7,805 |
| Funding deficiency by the employer to the plan for this plan year | 2012-11-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-11-30 | $35,750 |
| Amount contributed by the employer to the plan for this plan year | 2012-11-30 | $35,750 |
| 2011 : HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $184,817 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $75,866 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $67,802 |
| Total plan assets at end of year | 2011-11-30 | $2,186,333 |
| Total plan assets at beginning of year | 2011-11-30 | $2,077,382 |
| Value of fidelity bond covering the plan | 2011-11-30 | $220,000 |
| Other income received | 2011-11-30 | $74,978 |
| Net income (gross income less expenses) | 2011-11-30 | $108,951 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $2,186,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $2,077,382 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $109,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $8,064 |
| Funding deficiency by the employer to the plan for this plan year | 2011-11-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-11-30 | $109,839 |
| Amount contributed by the employer to the plan for this plan year | 2011-11-30 | $109,839 |
| 2010 : HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-11-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-11-30 | $178,264 |
| Amount contributed by the employer to the plan for this plan year | 2010-11-30 | $178,264 |
| 2013: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | Yes |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: HUFF & LAKJER FUNERAL HOME MONEY PURCHASE PLAN 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
