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S & N FUNERAL HOME SIMPLIFIED PSP 401k Plan overview

Plan NameS & N FUNERAL HOME SIMPLIFIED PSP
Plan identification number 001

S & N FUNERAL HOME SIMPLIFIED PSP 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.
  • 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

STEPHENSON-NELSON FUNERAL HOME, IN has sponsored the creation of one or more 401k plans.

Company Name:STEPHENSON-NELSON FUNERAL HOME, IN
Employer identification number (EIN):591144010
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & N FUNERAL HOME SIMPLIFIED PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CRAIG NELSON
0012023-01-01
0012023-01-01CRAIG NELSON
0012022-01-01
0012022-01-01CRAIG NELSON
0012021-01-01
0012021-01-01CRAIG NELSON
0012020-01-01
0012019-01-01
0012018-01-01CRAIG NELSON CRAIG NELSON2019-07-22
0012017-01-01CRAIG NELSON CRAIG NELSON2018-05-03
0012016-01-01CRAIG NELSON CRAIG NELSON2017-07-20
0012015-01-01CRAIG NELSON CRAIG NELSON2016-06-21
0012014-01-01CRAIG NELSON CRAIG NELSON2015-05-16
0012013-01-01CRAIG NELSON CRAIG NELSON2014-05-14
0012012-01-01CRAIG NELSON CRAIG NELSON2013-04-24
0012011-01-01G. B. STEPHENSON CRAIG NELSON2012-04-27
0012010-01-01CRAIG NELSON CRAIG NELSON2011-04-08
0012009-01-01CRAIG NELSON CRAIG NELSON2010-06-01
0012009-01-01CRAIG NELSON CRAIG NELSON2010-06-16
0012009-01-01CRAIG NELSON CRAIG NELSON2010-06-15

Financial Data on S & N FUNERAL HOME SIMPLIFIED PSP

Measure Date Value
2024 : S & N FUNERAL HOME SIMPLIFIED PSP 2024 401k financial data
Total income from all sources2024-01-01$114,877
Expenses. Total of all expenses incurred2024-01-01$30,000
Benefits paid (including direct rollovers)2024-01-01$30,000
Total plan assets at end of year2024-01-01$1,393,310
Total plan assets at beginning of year2024-01-01$1,308,433
Value of fidelity bond covering the plan2024-01-01$150,000
Other income received2024-01-01$96,284
Net income (gross income less expenses)2024-01-01$84,877
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,393,310
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,308,433
Total contributions received or receivable from employer(s)2024-01-01$18,593
2023 : S & N FUNERAL HOME SIMPLIFIED PSP 2023 401k financial data
Total income from all sources2023-12-31$78,345
Expenses. Total of all expenses incurred2023-12-31$27,000
Benefits paid (including direct rollovers)2023-12-31$27,000
Total plan assets at end of year2023-12-31$1,308,433
Total plan assets at beginning of year2023-12-31$1,257,088
Value of fidelity bond covering the plan2023-12-31$150,000
Other income received2023-12-31$63,381
Net income (gross income less expenses)2023-12-31$51,345
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,308,433
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,257,088
Total contributions received or receivable from employer(s)2023-12-31$14,964
2022 : S & N FUNERAL HOME SIMPLIFIED PSP 2022 401k financial data
Total income from all sources2022-12-31$-325,639
Expenses. Total of all expenses incurred2022-12-31$35,000
Benefits paid (including direct rollovers)2022-12-31$35,000
Total plan assets at end of year2022-12-31$1,257,088
Total plan assets at beginning of year2022-12-31$1,617,727
Other income received2022-12-31$-343,546
Net income (gross income less expenses)2022-12-31$-360,639
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,257,088
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,617,727
Total contributions received or receivable from employer(s)2022-12-31$17,907
2021 : S & N FUNERAL HOME SIMPLIFIED PSP 2021 401k financial data
Total income from all sources2021-12-31$295,173
Expenses. Total of all expenses incurred2021-12-31$32,000
Benefits paid (including direct rollovers)2021-12-31$32,000
Total plan assets at end of year2021-12-31$1,617,727
Total plan assets at beginning of year2021-12-31$1,354,554
Other income received2021-12-31$217,763
Net income (gross income less expenses)2021-12-31$263,173
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,617,727
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,354,554
Total contributions received or receivable from employer(s)2021-12-31$77,410
2020 : S & N FUNERAL HOME SIMPLIFIED PSP 2020 401k financial data
Total income from all sources2020-12-31$273,779
Expenses. Total of all expenses incurred2020-12-31$32,000
Benefits paid (including direct rollovers)2020-12-31$32,000
Total plan assets at end of year2020-12-31$1,354,554
Total plan assets at beginning of year2020-12-31$1,112,775
Other income received2020-12-31$218,033
Net income (gross income less expenses)2020-12-31$241,779
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,354,554
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,112,775
Total contributions received or receivable from employer(s)2020-12-31$55,746
2019 : S & N FUNERAL HOME SIMPLIFIED PSP 2019 401k financial data
Total income from all sources2019-12-31$266,185
Expenses. Total of all expenses incurred2019-12-31$171,776
Benefits paid (including direct rollovers)2019-12-31$171,776
Total plan assets at end of year2019-12-31$1,112,775
Total plan assets at beginning of year2019-12-31$1,018,366
Other income received2019-12-31$211,389
Net income (gross income less expenses)2019-12-31$94,409
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,112,775
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,018,366
Total contributions received or receivable from employer(s)2019-12-31$54,796
2018 : S & N FUNERAL HOME SIMPLIFIED PSP 2018 401k financial data
Total income from all sources2018-12-31$8,878
Expenses. Total of all expenses incurred2018-12-31$32,852
Benefits paid (including direct rollovers)2018-12-31$32,852
Total plan assets at end of year2018-12-31$1,018,366
Total plan assets at beginning of year2018-12-31$1,042,340
Other income received2018-12-31$-44,122
Net income (gross income less expenses)2018-12-31$-23,974
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,018,366
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,042,340
Total contributions received or receivable from employer(s)2018-12-31$53,000
2017 : S & N FUNERAL HOME SIMPLIFIED PSP 2017 401k financial data
Total income from all sources2017-12-31$171,153
Total plan assets at end of year2017-12-31$1,042,340
Total plan assets at beginning of year2017-12-31$871,187
Other income received2017-12-31$108,098
Net income (gross income less expenses)2017-12-31$171,153
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,042,340
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$871,187
Total contributions received or receivable from employer(s)2017-12-31$63,055
2016 : S & N FUNERAL HOME SIMPLIFIED PSP 2016 401k financial data
Total income from all sources2016-12-31$120,801
Expenses. Total of all expenses incurred2016-12-31$43,799
Total plan assets at end of year2016-12-31$871,187
Total plan assets at beginning of year2016-12-31$794,185
Other income received2016-12-31$58,753
Net income (gross income less expenses)2016-12-31$77,002
Net plan assets at end of year (total assets less liabilities)2016-12-31$871,187
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$794,185
Total contributions received or receivable from employer(s)2016-12-31$62,048
Value of corrective distributions2016-12-31$43,799
2015 : S & N FUNERAL HOME SIMPLIFIED PSP 2015 401k financial data
Total income from all sources2015-12-31$69,456
Expenses. Total of all expenses incurred2015-12-31$23,721
Benefits paid (including direct rollovers)2015-12-31$23,721
Total plan assets at end of year2015-12-31$794,185
Total plan assets at beginning of year2015-12-31$748,450
Other income received2015-12-31$4,149
Net income (gross income less expenses)2015-12-31$45,735
Net plan assets at end of year (total assets less liabilities)2015-12-31$794,185
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$748,450
Total contributions received or receivable from employer(s)2015-12-31$65,307
2014 : S & N FUNERAL HOME SIMPLIFIED PSP 2014 401k financial data
Total income from all sources2014-12-31$103,704
Expenses. Total of all expenses incurred2014-12-31$68,517
Benefits paid (including direct rollovers)2014-12-31$68,517
Total plan assets at end of year2014-12-31$748,450
Total plan assets at beginning of year2014-12-31$713,263
Other income received2014-12-31$46,488
Net income (gross income less expenses)2014-12-31$35,187
Net plan assets at end of year (total assets less liabilities)2014-12-31$748,450
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$713,263
Total contributions received or receivable from employer(s)2014-12-31$57,216
2013 : S & N FUNERAL HOME SIMPLIFIED PSP 2013 401k financial data
Total income from all sources2013-12-31$138,930
Expenses. Total of all expenses incurred2013-12-31$182,579
Benefits paid (including direct rollovers)2013-12-31$182,579
Total plan assets at end of year2013-12-31$713,263
Total plan assets at beginning of year2013-12-31$756,912
Other income received2013-12-31$85,510
Net income (gross income less expenses)2013-12-31$-43,649
Net plan assets at end of year (total assets less liabilities)2013-12-31$713,263
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$756,912
Total contributions received or receivable from employer(s)2013-12-31$53,420
2012 : S & N FUNERAL HOME SIMPLIFIED PSP 2012 401k financial data
Total income from all sources2012-12-31$124,111
Expenses. Total of all expenses incurred2012-12-31$211,402
Benefits paid (including direct rollovers)2012-12-31$211,402
Total plan assets at end of year2012-12-31$756,912
Total plan assets at beginning of year2012-12-31$844,203
Other income received2012-12-31$66,909
Net income (gross income less expenses)2012-12-31$-87,291
Net plan assets at end of year (total assets less liabilities)2012-12-31$756,912
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$844,203
Total contributions received or receivable from employer(s)2012-12-31$57,202
2011 : S & N FUNERAL HOME SIMPLIFIED PSP 2011 401k financial data
Total income from all sources2011-12-31$72,417
Total plan assets at end of year2011-12-31$844,203
Total plan assets at beginning of year2011-12-31$771,786
Other income received2011-12-31$17,660
Net income (gross income less expenses)2011-12-31$72,417
Net plan assets at end of year (total assets less liabilities)2011-12-31$844,203
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$771,786
Total contributions received or receivable from employer(s)2011-12-31$54,757
2010 : S & N FUNERAL HOME SIMPLIFIED PSP 2010 401k financial data
Total income from all sources2010-12-31$137,820
Expenses. Total of all expenses incurred2010-12-31$5,801
Benefits paid (including direct rollovers)2010-12-31$5,801
Total plan assets at end of year2010-12-31$771,786
Total plan assets at beginning of year2010-12-31$639,767
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$89,908
Net income (gross income less expenses)2010-12-31$132,019
Net plan assets at end of year (total assets less liabilities)2010-12-31$771,786
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$639,767
Total contributions received or receivable from employer(s)2010-12-31$47,912

Form 5500 Responses for S & N FUNERAL HOME SIMPLIFIED PSP

2023: S & N FUNERAL HOME SIMPLIFIED PSP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: S & N FUNERAL HOME SIMPLIFIED PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & N FUNERAL HOME SIMPLIFIED PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & N FUNERAL HOME SIMPLIFIED PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & N FUNERAL HOME SIMPLIFIED PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S & N FUNERAL HOME SIMPLIFIED PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S & N FUNERAL HOME SIMPLIFIED PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & N FUNERAL HOME SIMPLIFIED PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: S & N FUNERAL HOME SIMPLIFIED PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: S & N FUNERAL HOME SIMPLIFIED PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: S & N FUNERAL HOME SIMPLIFIED PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: S & N FUNERAL HOME SIMPLIFIED PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: S & N FUNERAL HOME SIMPLIFIED PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: S & N FUNERAL HOME SIMPLIFIED PSP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: S & N FUNERAL HOME SIMPLIFIED PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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