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SUNWEST EMPLOYER SERVICES 401(K) PLAN 401k Plan overview

Plan NameSUNWEST EMPLOYER SERVICES 401(K) PLAN
Plan identification number 001

SUNWEST EMPLOYER SERVICES 401(K) 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.
  • 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

MARANA MORTUARY CEMETERY, LLC has sponsored the creation of one or more 401k plans.

Company Name:MARANA MORTUARY CEMETERY, LLC
Employer identification number (EIN):263430827
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNWEST EMPLOYER SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01T R BICK2024-06-19
0012022-01-01T R BICK2023-07-20
0012021-01-01T R BICK2022-10-05

Financial Data on SUNWEST EMPLOYER SERVICES 401(K) PLAN

Measure Date Value
2025 : SUNWEST EMPLOYER SERVICES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-13-53412
Total liabilities as of the end of the plan year2025-06-130
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-1372
Net assets as of the end of the plan year2025-06-130
Total assets as of the beginning of the plan year2025-06-1345419
Value of plan covered by a fidelity bond2025-06-13500000
Participant contributions to plan in this plan year2025-06-130
Other expenses paid from plan in this plan year2025-06-130
Other contributions to plan in this plan year2025-06-130
Other income to plan in this plan year2025-06-138065
Plan net income in this plan year2025-06-137993
Net assets as of the end of the plan year2025-06-130
Net assets as of the beginning of the plan year2025-06-1345419
Employer contributions to plan in this plan year2025-06-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1372
2024 : SUNWEST EMPLOYER SERVICES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-190
Total liabilities as of the end of the plan year2024-06-190
Total liabilities as of the beginning of the plan year2024-06-190
Total expenses incurred by plan in this plan year2024-06-192178
Net assets as of the end of the plan year2024-06-1945419
Total assets as of the beginning of the plan year2024-06-1917867
Value of plan covered by a fidelity bond2024-06-19500000
Participant contributions to plan in this plan year2024-06-1921117
Other expenses paid from plan in this plan year2024-06-190
Other contributions to plan in this plan year2024-06-190
Other income to plan in this plan year2024-06-198613
Plan net income in this plan year2024-06-1927552
Net assets as of the end of the plan year2024-06-1945419
Net assets as of the beginning of the plan year2024-06-1917867
Employer contributions to plan in this plan year2024-06-190
Fees paid to broker by Benefit Provider2024-06-1929
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-190
2022 : SUNWEST EMPLOYER SERVICES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-050
Net assets as of the end of the plan year2022-10-0511718
Total assets as of the beginning of the plan year2022-10-050
Value of plan covered by a fidelity bond2022-10-05500000
Participant contributions to plan in this plan year2022-10-0510784
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-05934
Plan net income in this plan year2022-10-0511718
Net assets as of the end of the plan year2022-10-0511718
Net assets as of the beginning of the plan year2022-10-050
Employer contributions to plan in this plan year2022-10-050
Fees paid to broker by Benefit Provider2022-10-058
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-050

Potentially related plans

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