401k Plan data: PENSION PLAN-HUMBERT FUNERAL HOME, INC. plan

PENSION PLAN-HUMBERT FUNERAL HOME, INC. 401k Plan overview

Plan Name	PENSION PLAN-HUMBERT FUNERAL HOME, INC.
Plan identification number	002

PENSION PLAN-HUMBERT FUNERAL HOME, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Money purchase (other than target benefit)
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HUMBERT FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: HUMBERT FUNERAL HOME, INC.

Employer identification number (EIN): 251420979

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN-HUMBERT FUNERAL HOME, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 MAX HUMBERT 2024-01-14
002 2021-07-01 MAX HUMBERT 2023-01-14
002 2020-07-01 MAX HUMBERT 2022-01-15
002 2019-07-01 MAX HUMBERT 2021-01-15
002 2019-07-01 MAX HUMBERT 2021-01-15
002 2018-07-01 MAX HUMBERT 2020-01-13
002 2017-07-01 MAX HUMBERT 2019-01-12
002 2016-07-01 MAX HUMBERT 2018-01-14
002 2015-07-01 MAX HUMBERT 2017-01-17
002 2014-07-01 MAX HUMBERT 2016-01-14
002 2013-07-01 MAX HUMBERT 2015-01-14
002 2012-07-01 MAX HUMBERT 2014-01-13
002 2011-07-01 MAX HUMBERT 2013-01-27
002 2010-07-01 MAX HUMBERT 2012-01-18
002 2009-07-01 MAX HUMBERT
002 2009-07-01 MAX HUMBERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01	MAX HUMBERT	2024-01-14
002	2021-07-01	MAX HUMBERT	2023-01-14
002	2020-07-01	MAX HUMBERT	2022-01-15
002	2019-07-01	MAX HUMBERT	2021-01-15
002	2019-07-01	MAX HUMBERT	2021-01-15
002	2018-07-01	MAX HUMBERT	2020-01-13
002	2017-07-01	MAX HUMBERT	2019-01-12
002	2016-07-01	MAX HUMBERT	2018-01-14
002	2015-07-01	MAX HUMBERT	2017-01-17
002	2014-07-01	MAX HUMBERT	2016-01-14
002	2013-07-01	MAX HUMBERT	2015-01-14
002	2012-07-01	MAX HUMBERT	2014-01-13
002	2011-07-01	MAX HUMBERT	2013-01-27
002	2010-07-01	MAX HUMBERT	2012-01-18
002	2009-07-01	MAX HUMBERT
002	2009-07-01	MAX HUMBERT

Plan Statistics for PENSION PLAN-HUMBERT FUNERAL HOME, INC.

401k plan membership statisitcs for PENSION PLAN-HUMBERT FUNERAL HOME, INC.

Measure Date Value
2009: PENSION PLAN-HUMBERT FUNERAL HOME, INC. 2009 401k membership
Total participants, beginning-of-year 2009-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 2
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 2
Number of participants with account balances 2009-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2009: PENSION PLAN-HUMBERT FUNERAL HOME, INC. 2009 401k membership
Total participants, beginning-of-year	2009-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	2
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	2
Number of participants with account balances	2009-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Form 5500 Responses for PENSION PLAN-HUMBERT FUNERAL HOME, INC.

2009: PENSION PLAN-HUMBERT FUNERAL HOME, INC. 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HUMBERT FUNERAL HOME, INC.
Employer identification number (EIN):	251420979
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services