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JAMES F. SCARPELLI, PA PENSION PLAN 401k Plan overview

Plan NameJAMES F. SCARPELLI, PA PENSION PLAN
Plan identification number 001

JAMES F. SCARPELLI, PA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

JAMES F. SCARPELLI, PA has sponsored the creation of one or more 401k plans.

Company Name:JAMES F. SCARPELLI, PA
Employer identification number (EIN):521036442
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES F. SCARPELLI, PA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01NICHOLAS J. SCARPELLI NICHOLAS J. SCARPELLI2015-03-25
0012013-07-01NICHOLAS J. SCARPELLI NICHOLAS J. SCARPELLI2015-03-25
0012012-07-01NICHOLAS J. SCARPELLI NICHOLAS J. SCARPELLI2014-04-15
0012011-07-01NICHOLAS J. SCARPELLI NICHOLAS J. SCARPELLI2013-04-10
0012009-07-01NICHOLAS J. SCARPELLI NICHOLAS J. SCARPELLI2011-04-15

Plan Statistics for JAMES F. SCARPELLI, PA PENSION PLAN

401k plan membership statisitcs for JAMES F. SCARPELLI, PA PENSION PLAN

Measure Date Value
2014: JAMES F. SCARPELLI, PA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0111
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JAMES F. SCARPELLI, PA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0113
Total number of active participants reported on line 7a of the Form 55002013-07-0111
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JAMES F. SCARPELLI, PA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0113
Total number of active participants reported on line 7a of the Form 55002012-07-0112
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JAMES F. SCARPELLI, PA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0114
Total number of active participants reported on line 7a of the Form 55002011-07-0112
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: JAMES F. SCARPELLI, PA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0113
Total number of active participants reported on line 7a of the Form 55002009-07-0111
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on JAMES F. SCARPELLI, PA PENSION PLAN

Measure Date Value
2014 : JAMES F. SCARPELLI, PA PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$-1,559
Expenses. Total of all expenses incurred2014-09-30$666,261
Benefits paid (including direct rollovers)2014-09-30$660,591
Total plan assets at end of year2014-09-30$0
Total plan assets at beginning of year2014-09-30$667,820
Value of fidelity bond covering the plan2014-09-30$1,000,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$-1,559
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-667,820
Net plan assets at end of year (total assets less liabilities)2014-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$667,820
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$5,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$15,828
Expenses. Total of all expenses incurred2014-06-30$211
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$667,820
Total plan assets at beginning of year2014-06-30$652,203
Value of fidelity bond covering the plan2014-06-30$1,000,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$15,828
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$15,617
Net plan assets at end of year (total assets less liabilities)2014-06-30$667,820
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$652,203
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : JAMES F. SCARPELLI, PA PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$17,014
Expenses. Total of all expenses incurred2013-06-30$49,025
Benefits paid (including direct rollovers)2013-06-30$46,497
Total plan assets at end of year2013-06-30$652,203
Total plan assets at beginning of year2013-06-30$684,214
Value of fidelity bond covering the plan2013-06-30$1,000,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$17,014
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$-32,011
Net plan assets at end of year (total assets less liabilities)2013-06-30$652,203
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$684,214
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$2,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : JAMES F. SCARPELLI, PA PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$7,311
Expenses. Total of all expenses incurred2012-06-30$19,071
Benefits paid (including direct rollovers)2012-06-30$12,854
Total plan assets at end of year2012-06-30$684,214
Total plan assets at beginning of year2012-06-30$695,974
Value of fidelity bond covering the plan2012-06-30$1,000,000
Total contributions received or receivable from participants2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$7,311
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-11,760
Net plan assets at end of year (total assets less liabilities)2012-06-30$684,214
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$695,974
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$6,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : JAMES F. SCARPELLI, PA PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total income from all sources2011-06-30$49,984
Expenses. Total of all expenses incurred2011-06-30$3,099
Benefits paid (including direct rollovers)2011-06-30$2,879
Total plan assets at end of year2011-06-30$695,974
Total plan assets at beginning of year2011-06-30$649,089
Value of fidelity bond covering the plan2011-06-30$1,000,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$49,984
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$46,885
Net plan assets at end of year (total assets less liabilities)2011-06-30$695,974
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$649,089
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : JAMES F. SCARPELLI, PA PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JAMES F. SCARPELLI, PA PENSION PLAN

2014: JAMES F. SCARPELLI, PA PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingYes
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JAMES F. SCARPELLI, PA PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JAMES F. SCARPELLI, PA PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JAMES F. SCARPELLI, PA PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JAMES F. SCARPELLI, PA PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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