ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-11-12 | 5043005 |
| Net assets as of the end of the plan year | 2024-11-12 | 369785 |
| Total assets as of the beginning of the plan year | 2024-11-12 | 4728403 |
| Value of plan covered by a fidelity bond | 2024-11-12 | 400000 |
| Other income to plan in this plan year | 2024-11-12 | 652777 |
| Plan net income in this plan year | 2024-11-12 | -4358618 |
| Net assets as of the end of the plan year | 2024-11-12 | 369785 |
| Net assets as of the beginning of the plan year | 2024-11-12 | 4728403 |
| Employer contributions to plan in this plan year | 2024-11-12 | 31610 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-12 | 19006 |
| 2012 : ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $184,262 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $17,587 |
| Total plan assets at end of year | 2012-06-30 | $1,970,431 |
| Total plan assets at beginning of year | 2012-06-30 | $1,803,756 |
| Value of fidelity bond covering the plan | 2012-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $46,497 |
| Net income (gross income less expenses) | 2012-06-30 | $166,675 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,970,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,803,756 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $107,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $17,587 |
| 2011 : ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $218,066 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $15,713 |
| Total plan assets at end of year | 2011-06-30 | $1,803,756 |
| Total plan assets at beginning of year | 2011-06-30 | $1,601,403 |
| Value of fidelity bond covering the plan | 2011-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $30,000 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $88,385 |
| Net income (gross income less expenses) | 2011-06-30 | $202,353 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,803,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,601,403 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $99,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $15,713 |
| 2011: ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J. SHEEHY & SONS FUNERAL HOME, INC. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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