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THE STEVENS MORTUARY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE STEVENS MORTUARY, INC. RETIREMENT PLAN
Plan identification number 001

THE STEVENS MORTUARY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVENS MORTUARY INC has sponsored the creation of one or more 401k plans.

Company Name:STEVENS MORTUARY INC
Employer identification number (EIN):251471940
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEVENS MORTUARY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOE STEVENS2023-10-05
0012021-01-01JOE STEVENS2022-07-23
0012020-01-01JOE STEVENS2021-08-27
0012019-01-01JOE STEVENS2020-10-09
0012018-01-01JOSEPH STEVENS2019-10-03
0012017-01-01JOSEPH STEVENS2018-09-10
0012016-01-01JOSEPH J. STEVENS III2017-07-31
0012015-01-01JOSEPH2016-07-13
0012014-01-01
0012013-01-01
0012012-01-01JOSEPH STEVENS
0012011-01-01JOSEPH STEVENS
0012009-01-01JOSEPH STEVENS

Plan Statistics for THE STEVENS MORTUARY, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE STEVENS MORTUARY, INC. RETIREMENT PLAN

Measure Date Value
2014: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
2013: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-019
2012: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-019
Total of all active and inactive participants2011-01-019
Total participants2011-01-019
Number of participants with account balances2011-01-019
2009: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on THE STEVENS MORTUARY, INC. RETIREMENT PLAN

Measure Date Value
2014 : THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$197,947
Expenses. Total of all expenses incurred2014-12-31$142,740
Benefits paid (including direct rollovers)2014-12-31$127,603
Total plan assets at end of year2014-12-31$1,682,976
Total plan assets at beginning of year2014-12-31$1,627,769
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$32,816
Contributions received from other sources (not participants or employers)2014-12-31$21,739
Other income received2014-12-31$126,055
Net income (gross income less expenses)2014-12-31$55,207
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,682,976
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,627,769
Total contributions received or receivable from employer(s)2014-12-31$17,337
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,137
2013 : THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$399,787
Expenses. Total of all expenses incurred2013-12-31$153,176
Benefits paid (including direct rollovers)2013-12-31$139,588
Total plan assets at end of year2013-12-31$1,627,769
Total plan assets at beginning of year2013-12-31$1,381,158
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$37,251
Other income received2013-12-31$343,130
Net income (gross income less expenses)2013-12-31$246,611
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,627,769
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,381,158
Total contributions received or receivable from employer(s)2013-12-31$19,406
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,588
2012 : THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$247,138
Expenses. Total of all expenses incurred2012-12-31$28,928
Benefits paid (including direct rollovers)2012-12-31$16,775
Total plan assets at end of year2012-12-31$1,381,158
Total plan assets at beginning of year2012-12-31$1,162,948
Total contributions received or receivable from participants2012-12-31$37,618
Other income received2012-12-31$189,664
Net income (gross income less expenses)2012-12-31$218,210
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,381,158
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,162,948
Total contributions received or receivable from employer(s)2012-12-31$19,856
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,153
2011 : THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$38,828
Expenses. Total of all expenses incurred2011-12-31$10,982
Total plan assets at end of year2011-12-31$1,162,948
Total plan assets at beginning of year2011-12-31$1,135,102
Total contributions received or receivable from participants2011-12-31$41,037
Other income received2011-12-31$-22,528
Net income (gross income less expenses)2011-12-31$27,846
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,162,948
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,135,102
Total contributions received or receivable from employer(s)2011-12-31$20,319
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,982
2010 : THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$207,193
Expenses. Total of all expenses incurred2010-12-31$9,541
Total plan assets at end of year2010-12-31$1,135,102
Total plan assets at beginning of year2010-12-31$937,450
Total contributions received or receivable from participants2010-12-31$33,150
Other income received2010-12-31$157,145
Net income (gross income less expenses)2010-12-31$197,652
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,135,102
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$937,450
Total contributions received or receivable from employer(s)2010-12-31$16,898
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,541

Form 5500 Responses for THE STEVENS MORTUARY, INC. RETIREMENT PLAN

2014: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE STEVENS MORTUARY, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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