THE CEDAR MEMORIAL FUNERAL HOME COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2007: THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-11-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-11-01 | 22 |
| Total of all active and inactive participants | 2007-11-01 | 22 |
| Total participants | 2007-11-01 | 22 |
| Number of participants with account balances | 2007-11-01 | 22 |
| 2006: THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-11-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-11-01 | 24 |
| Total of all active and inactive participants | 2006-11-01 | 24 |
| Total participants | 2006-11-01 | 24 |
| Number of participants with account balances | 2006-11-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-11-01 | 1 |
| Measure | Date | Value |
|---|
| 2009 : THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-10-31 | $88,978 |
| Expenses. Total of all expenses incurred | 2009-10-31 | $349,987 |
| Total plan assets at end of year | 2009-10-31 | $1,024,476 |
| Total plan assets at beginning of year | 2009-10-31 | $1,285,485 |
| Value of fidelity bond covering the plan | 2009-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2009-10-31 | $63,983 |
| Other income received | 2009-10-31 | $8,162 |
| Net income (gross income less expenses) | 2009-10-31 | $-261,009 |
| Net plan assets at end of year (total assets less liabilities) | 2009-10-31 | $1,024,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-10-31 | $1,285,485 |
| Total contributions received or receivable from employer(s) | 2009-10-31 | $16,833 |
| Value of corrective distributions | 2009-10-31 | $349,987 |
| 2008 : THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-10-31 | $-555,910 |
| Expenses. Total of all expenses incurred | 2008-10-31 | $209,721 |
| Benefits paid (including direct rollovers) | 2008-10-31 | $208,415 |
| Total plan assets at end of year | 2008-10-31 | $1,285,485 |
| Total plan assets at beginning of year | 2008-10-31 | $2,051,116 |
| Value of fidelity bond covering the plan | 2008-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2008-10-31 | $71,607 |
| Expenses. Other expenses not covered elsewhere | 2008-10-31 | $1,306 |
| Contributions received from other sources (not participants or employers) | 2008-10-31 | $2,572 |
| Other income received | 2008-10-31 | $-691,202 |
| Net income (gross income less expenses) | 2008-10-31 | $-765,631 |
| Net plan assets at end of year (total assets less liabilities) | 2008-10-31 | $1,285,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-10-31 | $2,051,116 |
| Total contributions received or receivable from employer(s) | 2008-10-31 | $61,113 |
| 2007 : THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-10-31 | $417,327 |
| Expenses. Total of all expenses incurred | 2007-10-31 | $1,022,400 |
| Benefits paid (including direct rollovers) | 2007-10-31 | $1,022,358 |
| Total plan assets at end of year | 2007-10-31 | $2,051,116 |
| Total plan assets at beginning of year | 2007-10-31 | $2,656,189 |
| Value of fidelity bond covering the plan | 2007-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2007-10-31 | $72,821 |
| Expenses. Other expenses not covered elsewhere | 2007-10-31 | $42 |
| Other income received | 2007-10-31 | $330,544 |
| Net income (gross income less expenses) | 2007-10-31 | $-605,073 |
| Net plan assets at end of year (total assets less liabilities) | 2007-10-31 | $2,051,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-10-31 | $2,656,189 |
| Total contributions received or receivable from employer(s) | 2007-10-31 | $13,962 |
| 2008: THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| 2007: THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2007 form 5500 responses |
|---|
| 2007-11-01 | Type of plan entity | Single employer plan |
| 2007-11-01 | Submission has been amended | Yes |
| 2007-11-01 | This submission is the final filing | No |
| 2007-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-11-01 | Plan is a collectively bargained plan | No |
| 2007-11-01 | Plan funding arrangement – Insurance | Yes |
| 2007-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: THE CEDAR MEMORIAL FUNERAL HOME COMPANY RETIREMENT SAVINGS PLAN 2006 form 5500 responses |
|---|
| 2006-11-01 | Type of plan entity | Single employer plan |
| 2006-11-01 | Submission has been amended | Yes |
| 2006-11-01 | This submission is the final filing | No |
| 2006-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-11-01 | Plan is a collectively bargained plan | No |
| 2006-11-01 | Plan funding arrangement – Insurance | Yes |
| 2006-11-01 | Plan benefit arrangement – Insurance | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 4-18032 |
| Policy instance | 1 |
| Insurance contract or identification number | 4-18032 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2008-11-01 | | Insurance policy end date | 2009-10-31 | | Total amount of commissions paid to insurance broker | USD $1,216 | | Total amount of fees paid to insurance company | USD $526 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,155 | | Amount paid for insurance broker fees | 526 | | Additional information about fees paid to insurance broker | PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN CARMI ODEGAARD |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 4-18032 |
| Policy instance | 1 |
| Insurance contract or identification number | 4-18032 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2007-11-01 | | Insurance policy end date | 2008-10-31 | | Total amount of commissions paid to insurance broker | USD $1,601 | | Total amount of fees paid to insurance company | USD $924 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,521 | | Amount paid for insurance broker fees | 924 | | Additional information about fees paid to insurance broker | PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN CARMI ODEGAARD |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 4-18032 |
| Policy instance | 1 |
| Insurance contract or identification number | 4-18032 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2006-11-01 | | Insurance policy end date | 2007-10-31 | | Total amount of commissions paid to insurance broker | USD $1,747 | | Total amount of fees paid to insurance company | USD $1,289 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,660 | | Amount paid for insurance broker fees | 1288 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDCUTED FROM PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN CARMI ODEGAARD |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
