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JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

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

Company Name:JOHN QUINT TREBONI FUNERAL HOME, INC.
Employer identification number (EIN):310684369
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Additional information about JOHN QUINT TREBONI FUNERAL HOME, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1964-10-01
Company Identification Number: 334021
Legal Registered Office Address: 1177 W FIFTH AVE
-
COLUMBUS
United States of America (USA)
43212

More information about JOHN QUINT TREBONI FUNERAL HOME, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY TREBONI2024-07-16
0012022-01-01ANNA TREBONI2023-06-02
0012021-01-01ANNA TREBONI2022-06-29
0012020-01-01ANNA TREBONI2022-04-13
0012019-01-01ROBERT CARTER2020-09-14
0012018-01-01ROBERT CARTER2019-10-24
0012018-01-01ROBERT CARTER2020-01-09
0012017-01-01ROBERT CARTER2018-10-25
0012017-01-01ROBERT CARTER2018-10-24
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012014-01-01ANTHONY TREBONI2015-09-02 ANTHONY TREBONI2015-09-02
0012013-01-01
0012012-01-01
0012011-01-01
0012010-01-01

Plan Statistics for JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-306
Total number of particpants at end of year2025-06-307
Number of Participants With Account Balances2025-06-306
2024: JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-167
Total number of particpants at end of year2024-07-166
Number of Participants With Account Balances2024-07-166
2022: JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-295
Total number of particpants at end of year2022-06-295
Number of Participants With Account Balances2022-06-294

Financial Data on JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-3081541
Net assets as of the end of the plan year2025-06-30699389
Total assets as of the beginning of the plan year2025-06-30637430
Value of plan covered by a fidelity bond2025-06-3064000
Participant contributions to plan in this plan year2025-06-3036149
Other income to plan in this plan year2025-06-3070886
Plan net income in this plan year2025-06-3061959
Net assets as of the end of the plan year2025-06-30699389
Net assets as of the beginning of the plan year2025-06-30637430
Employer contributions to plan in this plan year2025-06-3036465
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3065
2024 : JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-169696
Net assets as of the end of the plan year2024-07-16637430
Total assets as of the beginning of the plan year2024-07-16524975
Value of plan covered by a fidelity bond2024-07-1653000
Participant contributions to plan in this plan year2024-07-1636225
Other income to plan in this plan year2024-07-1673343
Plan net income in this plan year2024-07-16112455
Net assets as of the end of the plan year2024-07-16637430
Net assets as of the beginning of the plan year2024-07-16524975
Employer contributions to plan in this plan year2024-07-1612583
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1650
2022 : JOHN QUINT TREBONI FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-29259359
Net assets as of the end of the plan year2022-06-29569701
Total assets as of the beginning of the plan year2022-06-29705660
Value of plan covered by a fidelity bond2022-06-2971000
Participant contributions to plan in this plan year2022-06-2943075
Other income to plan in this plan year2022-06-2969761
Plan net income in this plan year2022-06-29-135959
Net assets as of the end of the plan year2022-06-29569701
Net assets as of the beginning of the plan year2022-06-29705660
Employer contributions to plan in this plan year2022-06-2910564
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2950

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