401k Plan data: THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN plan

THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN
Plan identification number	003

THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TRIBUTE COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE TRIBUTE COMPANIES, INC.

Employer identification number (EIN): 391211515

NAIC Classification: 812220
NAIC Description: Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 CHRISTINE TOSON
003 2023-01-01
003 2023-01-01 CHRISTINE TOSON
003 2022-01-01
003 2022-01-01 KIM KRIEG
003 2021-01-01
003 2021-01-01 KIM KRIEG
003 2020-01-01
003 2019-01-01 CHRISTINE HENTGES 2020-05-29
003 2018-01-01 CHRISTINE HENTGES 2019-05-22
003 2017-01-01 CHRISTINE HENTGES 2018-06-18
003 2016-01-01 CHRISTINE HENTGES 2017-05-15
003 2015-01-01 CHRISTINE HENTGES 2016-06-06
003 2014-01-01 BARBARA A. TOSON 2015-06-11
003 2013-01-01 BARBARA A. TOSON 2014-05-28
003 2012-01-01 BARBARA A. TOSON 2013-07-11
003 2011-01-01 BARBARA A. TOSON 2012-07-12
003 2010-01-01 BARBARA A. TOSON 2011-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2024-01-01	CHRISTINE TOSON
003	2023-01-01
003	2023-01-01	CHRISTINE TOSON
003	2022-01-01
003	2022-01-01	KIM KRIEG
003	2021-01-01
003	2021-01-01	KIM KRIEG
003	2020-01-01
003	2019-01-01	CHRISTINE HENTGES	2020-05-29
003	2018-01-01	CHRISTINE HENTGES	2019-05-22
003	2017-01-01	CHRISTINE HENTGES	2018-06-18
003	2016-01-01	CHRISTINE HENTGES	2017-05-15
003	2015-01-01	CHRISTINE HENTGES	2016-06-06
003	2014-01-01	BARBARA A. TOSON	2015-06-11
003	2013-01-01	BARBARA A. TOSON	2014-05-28
003	2012-01-01	BARBARA A. TOSON	2013-07-11
003	2011-01-01	BARBARA A. TOSON	2012-07-12
003	2010-01-01	BARBARA A. TOSON	2011-06-23

Financial Data on THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2023 : THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$754,287
Expenses. Total of all expenses incurred	2023-12-31	$122,937
Benefits paid (including direct rollovers)	2023-12-31	$115,635
Total plan assets at end of year	2023-12-31	$3,160,218
Total plan assets at beginning of year	2023-12-31	$2,528,868
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$140,277
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$31,742
Other income received	2023-12-31	$451,636
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$631,350
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,160,218
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,528,868
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$130,632
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$7,302
2022 : THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-278,337
Expenses. Total of all expenses incurred	2022-12-31	$248,495
Benefits paid (including direct rollovers)	2022-12-31	$240,960
Total plan assets at end of year	2022-12-31	$2,528,868
Total plan assets at beginning of year	2022-12-31	$3,055,700
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$131,798
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-541,954
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-526,832
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,528,868
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,055,700
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$131,819
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,535
2021 : THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$599,442
Expenses. Total of all expenses incurred	2021-12-31	$54,781
Benefits paid (including direct rollovers)	2021-12-31	$43,616
Total plan assets at end of year	2021-12-31	$3,055,700
Total plan assets at beginning of year	2021-12-31	$2,511,039
Value of fidelity bond covering the plan	2021-12-31	$216,655
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$132,652
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$318,765
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$544,661
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,055,700
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,511,039
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$148,025
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$3,948
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,217
2020 : THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$622,565
Expenses. Total of all expenses incurred	2020-12-31	$74,309
Benefits paid (including direct rollovers)	2020-12-31	$70,789
Total plan assets at end of year	2020-12-31	$2,511,039
Total plan assets at beginning of year	2020-12-31	$1,962,783
Value of fidelity bond covering the plan	2020-12-31	$216,655
Total contributions received or receivable from participants	2020-12-31	$117,158
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$387,537
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$548,256
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,511,039
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,962,783
Total contributions received or receivable from employer(s)	2020-12-31	$117,870
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,520

Form 5500 Responses for THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN

2023: THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE TRIBUTE COMPANIES, INC. EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PH9965
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PH9965
Policy instance	1

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Company Name:	THE TRIBUTE COMPANIES, INC.
Employer identification number (EIN):	391211515
NAIC Classification:	812220
NAIC Description:	Cemeteries and Crematories