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FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST 401k Plan overview

Plan NameFINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST
Plan identification number 002

FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

FINCH & FINCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:FINCH & FINCH, INC.
Employer identification number (EIN):540458236
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT L. FINCH, III2024-03-28
0022022-01-01ROBERT L. FINCH, III2023-04-05
0022021-01-01ROBERT L. FINCH, III2022-03-24
0022020-01-01ROBERT FINCH2021-05-18
0022019-01-01ROBERT FINCH2020-05-09
0022018-01-01ROBERT FINCH2019-05-14
0022017-01-01ROBERT FINCH2018-06-08
0022016-01-01ROBERT FINCH2017-06-09
0022015-01-01ROBERT FINCH2016-08-23
0022014-01-01ROBERT FINCH2015-07-28
0022013-01-01ROBERT FINCH2014-07-17
0022012-01-01ROBERT FINCH2013-04-01
0022011-01-01ROBERT FINCH2012-05-09
0022010-01-01ROBERT FINCH2011-07-05

Financial Data on FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST

Measure Date Value
2025 : FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-0530759
Net assets as of the end of the plan year2025-03-05202360
Total assets as of the beginning of the plan year2025-03-05176106
Value of plan covered by a fidelity bond2025-03-05250000
Participant contributions to plan in this plan year2025-03-0516557
Other income to plan in this plan year2025-03-0528114
Plan net income in this plan year2025-03-0526254
Net assets as of the end of the plan year2025-03-05202360
Net assets as of the beginning of the plan year2025-03-05176106
Employer contributions to plan in this plan year2025-03-0512342
2024 : FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-281793951
Net assets as of the end of the plan year2024-03-28176106
Total assets as of the beginning of the plan year2024-03-281807689
Value of plan covered by a fidelity bond2024-03-28250000
Participant contributions to plan in this plan year2024-03-2819463
Other income to plan in this plan year2024-03-28125388
Plan net income in this plan year2024-03-28-1631583
Net assets as of the end of the plan year2024-03-28176106
Net assets as of the beginning of the plan year2024-03-281807689
Employer contributions to plan in this plan year2024-03-2817517
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2890
2022 : FINCH & FINCH, INC. 401(K) PROFIT SHARING PLAN AN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-240
Net assets as of the end of the plan year2022-03-242037256
Total assets as of the beginning of the plan year2022-03-241679173
Value of plan covered by a fidelity bond2022-03-24175000
Participant contributions to plan in this plan year2022-03-2433995
Other income to plan in this plan year2022-03-24305112
Plan net income in this plan year2022-03-24358083
Net assets as of the end of the plan year2022-03-242037256
Net assets as of the beginning of the plan year2022-03-241679173
Employer contributions to plan in this plan year2022-03-2418976

Potentially related plans

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