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THE OAKS FH, LTD., 401K PSP 401k Plan overview

Plan NameTHE OAKS FH, LTD., 401K PSP
Plan identification number 001

THE OAKS FH, LTD., 401K PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

THE OAKS FH, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE OAKS FH, LTD.
Employer identification number (EIN):260343100
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OAKS FH, LTD., 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01COLLEEN GIBBONS2023-06-07 COLLEEN GIBBONS2023-06-07
0012021-01-01COLLEEN GIBBONS2022-04-19 COLLEEN GIBBONS2022-04-19
0012020-01-01COLLEEN GIBBONS2021-09-20 COLLEEN GIBBONS2021-09-20
0012019-01-01COLLEEN GIBBONS2020-07-14 COLLEEN GIBBONS2020-07-14
0012018-01-01COLLEEN GIBBONS2019-07-28 COLLEEN GIBBONS2019-07-28
0012017-01-01COLLEEN GIBBONS2018-08-30 COLLEEN GIBBONS2018-08-30
0012016-01-01COLLEEN GIBBONS2017-09-26
0012015-01-01COLLEEN GIBBONS2016-07-24 COLLEEN GIBBONS2016-07-24
0012014-01-01COLLEEN GIBBONS2015-10-14
0012013-01-01COLLEEN GIBBONS2014-05-29
0012012-01-01COLLEEN GIBBONS2013-07-30
0012011-01-01COLLEEN GIBBONS2012-10-12
0012010-01-01COLLEEN GIBBONS2011-10-14 COLLEEN GIBBONS2011-10-14

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