SMITH & SONS FUNERAL HOMES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2017: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $94,951 |
Expenses. Total of all expenses incurred | 2017-12-31 | $12,410 |
Benefits paid (including direct rollovers) | 2017-12-31 | $9,210 |
Total plan assets at end of year | 2017-12-31 | $888,527 |
Total plan assets at beginning of year | 2017-12-31 | $805,986 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,200 |
Other income received | 2017-12-31 | $83,951 |
Net income (gross income less expenses) | 2017-12-31 | $82,541 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $888,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $805,986 |
Assets. Value of participant loans | 2017-12-31 | $10,008 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $11,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $79,809 |
Expenses. Total of all expenses incurred | 2016-12-31 | $584,684 |
Benefits paid (including direct rollovers) | 2016-12-31 | $581,484 |
Total plan assets at end of year | 2016-12-31 | $805,986 |
Total plan assets at beginning of year | 2016-12-31 | $1,310,861 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,200 |
Other income received | 2016-12-31 | $59,809 |
Net income (gross income less expenses) | 2016-12-31 | $-504,875 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $805,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,310,861 |
Assets. Value of participant loans | 2016-12-31 | $16,648 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $20,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-24,321 |
Expenses. Total of all expenses incurred | 2015-12-31 | $36,743 |
Benefits paid (including direct rollovers) | 2015-12-31 | $36,743 |
Total plan assets at end of year | 2015-12-31 | $1,310,861 |
Total plan assets at beginning of year | 2015-12-31 | $1,371,925 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-30,321 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-61,064 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,310,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,371,925 |
Assets. Value of participant loans | 2015-12-31 | $22,402 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $6,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $104,844 |
Expenses. Total of all expenses incurred | 2014-12-31 | $370,311 |
Benefits paid (including direct rollovers) | 2014-12-31 | $369,611 |
Total plan assets at end of year | 2014-12-31 | $1,371,925 |
Total plan assets at beginning of year | 2014-12-31 | $1,637,392 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $700 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $104,844 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-265,467 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,371,925 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,637,392 |
Assets. Value of participant loans | 2014-12-31 | $33,260 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $281,763 |
Expenses. Total of all expenses incurred | 2013-12-31 | $33,026 |
Benefits paid (including direct rollovers) | 2013-12-31 | $33,026 |
Total plan assets at end of year | 2013-12-31 | $1,637,392 |
Total plan assets at beginning of year | 2013-12-31 | $1,388,655 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $281,763 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $248,737 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,637,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,388,655 |
Assets. Value of participant loans | 2013-12-31 | $9,426 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $177,418 |
Expenses. Total of all expenses incurred | 2012-12-31 | $85,045 |
Benefits paid (including direct rollovers) | 2012-12-31 | $84,045 |
Total plan assets at end of year | 2012-12-31 | $1,388,655 |
Total plan assets at beginning of year | 2012-12-31 | $1,294,282 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,000 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $172,418 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $92,373 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,388,655 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,294,282 |
Assets. Value of participant loans | 2012-12-31 | $21,083 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $5,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-16,663 |
Expenses. Total of all expenses incurred | 2011-12-31 | $37,239 |
Benefits paid (including direct rollovers) | 2011-12-31 | $36,789 |
Total plan assets at end of year | 2011-12-31 | $1,294,282 |
Total plan assets at beginning of year | 2011-12-31 | $1,348,184 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $450 |
Other income received | 2011-12-31 | $-23,663 |
Net income (gross income less expenses) | 2011-12-31 | $-53,902 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,294,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,348,184 |
Assets. Value of participant loans | 2011-12-31 | $34,292 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $7,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $168,494 |
Expenses. Total of all expenses incurred | 2010-12-31 | $26,188 |
Benefits paid (including direct rollovers) | 2010-12-31 | $26,188 |
Total plan assets at end of year | 2010-12-31 | $1,348,184 |
Total plan assets at beginning of year | 2010-12-31 | $1,205,878 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Other income received | 2010-12-31 | $162,494 |
Net income (gross income less expenses) | 2010-12-31 | $142,306 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,348,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,205,878 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $6,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SMITH & SONS FUNERAL HOMES, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |