401k Plan data: FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN plan

FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='470629024' AND PlanID='002'

401k Sponsoring company profile

FARMER & SON FUNERAL HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name: FARMER & SON FUNERAL HOMES, INC.

Employer identification number (EIN): 470629024

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01 SHAUN P. FARMER 2016-10-31
002 2014-07-01 SHAUN P. FARMER 2016-01-06
002 2013-07-01 PAUL R. FARMER 2014-10-28
002 2012-07-01 PAUL R. FARMER 2013-09-26
002 2011-07-01 PAUL R. FARMER 2012-12-17
002 2010-07-01 PAUL R. FARMER 2011-11-29

Financial Data on FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-25	1902785
Net assets as of the end of the plan year	2025-07-25	1818200
Total assets as of the beginning of the plan year	2025-07-25	3202884
Value of plan covered by a fidelity bond	2025-07-25	500000
Participant contributions to plan in this plan year	2025-07-25	20500
Other income to plan in this plan year	2025-07-25	428851
Plan net income in this plan year	2025-07-25	-1384684
Net assets as of the end of the plan year	2025-07-25	1818200
Net assets as of the beginning of the plan year	2025-07-25	3202884
Employer contributions to plan in this plan year	2025-07-25	68750
2024 : FARMER & SON FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-29	3539
Net assets as of the end of the plan year	2024-04-29	3202884
Total assets as of the beginning of the plan year	2024-04-29	2637663
Value of plan covered by a fidelity bond	2024-04-29	500000
Participant contributions to plan in this plan year	2024-04-29	20500
Other income to plan in this plan year	2024-04-29	479510
Plan net income in this plan year	2024-04-29	565221
Net assets as of the end of the plan year	2024-04-29	3202884
Net assets as of the beginning of the plan year	2024-04-29	2637663
Employer contributions to plan in this plan year	2024-04-29	68750

Potentially related plans

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Company Name:	FARMER & SON FUNERAL HOMES, INC.
Employer identification number (EIN):	470629024
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01	SHAUN P. FARMER	2016-10-31
002	2014-07-01	SHAUN P. FARMER	2016-01-06
002	2013-07-01	PAUL R. FARMER	2014-10-28
002	2012-07-01	PAUL R. FARMER	2013-09-26
002	2011-07-01	PAUL R. FARMER	2012-12-17
002	2010-07-01	PAUL R. FARMER	2011-11-29