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WILLIAM L. DANKS FH, INC., I-401K PSP 401k Plan overview

Plan NameWILLIAM L. DANKS FH, INC., I-401K PSP
Plan identification number 003

WILLIAM L. DANKS FH, INC., I-401K PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILLIAM L. DANKS FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM L. DANKS FUNERAL HOME, INC.
Employer identification number (EIN):610956522
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L. DANKS FH, INC., I-401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01JEFF DANKS2020-05-05 JEFF DANKS2020-05-05
0032018-01-01JEFF DANKS2019-04-01 JEFF DANKS2019-04-01
0032017-01-01WILLIAM L. DANKS WILLIAM L. DANKS2018-07-11
0032016-01-01WILLIAM L DANKS
0032015-01-01WILLIAM L DANKS
0032014-01-01WILLIAM L DANKS
0032013-01-01WILLIAM L DANKS
0032012-01-01WILLIAM DANKS
0032011-01-01WILLIAM DANKS
0032009-01-01WILLIAM DANKS

Financial Data on WILLIAM L. DANKS FH, INC., I-401K PSP

Measure Date Value
2017 : WILLIAM L. DANKS FH, INC., I-401K PSP 2017 401k financial data
Total income from all sources2017-12-31$59,466
Expenses. Total of all expenses incurred2017-12-31$38,554
Benefits paid (including direct rollovers)2017-12-31$38,128
Total plan assets at end of year2017-12-31$782,783
Total plan assets at beginning of year2017-12-31$761,871
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$59,466
Net income (gross income less expenses)2017-12-31$20,912
Net plan assets at end of year (total assets less liabilities)2017-12-31$782,783
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$761,871
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WILLIAM L. DANKS FH, INC., I-401K PSP 2016 401k financial data
Total income from all sources2016-12-31$53,997
Expenses. Total of all expenses incurred2016-12-31$36,912
Benefits paid (including direct rollovers)2016-12-31$36,456
Total plan assets at end of year2016-12-31$761,871
Total plan assets at beginning of year2016-12-31$744,786
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$53,997
Net income (gross income less expenses)2016-12-31$17,085
Net plan assets at end of year (total assets less liabilities)2016-12-31$761,871
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$744,786
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WILLIAM L. DANKS FH, INC., I-401K PSP 2015 401k financial data
Total income from all sources2015-12-31$35,469
Expenses. Total of all expenses incurred2015-12-31$36,587
Benefits paid (including direct rollovers)2015-12-31$36,306
Total plan assets at end of year2015-12-31$744,786
Total plan assets at beginning of year2015-12-31$745,904
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$35,469
Net income (gross income less expenses)2015-12-31$-1,118
Net plan assets at end of year (total assets less liabilities)2015-12-31$744,786
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$745,904
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILLIAM L. DANKS FH, INC., I-401K PSP 2014 401k financial data
Total income from all sources2014-12-31$45,815
Expenses. Total of all expenses incurred2014-12-31$34,920
Benefits paid (including direct rollovers)2014-12-31$34,646
Total plan assets at end of year2014-12-31$745,904
Total plan assets at beginning of year2014-12-31$735,009
Value of fidelity bond covering the plan2014-12-31$20,000
Other income received2014-12-31$45,815
Net income (gross income less expenses)2014-12-31$10,895
Net plan assets at end of year (total assets less liabilities)2014-12-31$745,904
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$735,009
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WILLIAM L. DANKS FH, INC., I-401K PSP 2013 401k financial data
Total income from all sources2013-12-31$142,137
Expenses. Total of all expenses incurred2013-12-31$29,009
Benefits paid (including direct rollovers)2013-12-31$28,727
Total plan assets at end of year2013-12-31$735,009
Total plan assets at beginning of year2013-12-31$621,881
Value of fidelity bond covering the plan2013-12-31$20,000
Other income received2013-12-31$142,137
Net income (gross income less expenses)2013-12-31$113,128
Net plan assets at end of year (total assets less liabilities)2013-12-31$735,009
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$621,881
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM L. DANKS FH, INC., I-401K PSP 2012 401k financial data
Total income from all sources2012-12-31$32,591
Expenses. Total of all expenses incurred2012-12-31$28,152
Benefits paid (including direct rollovers)2012-12-31$27,891
Total plan assets at end of year2012-12-31$621,881
Total plan assets at beginning of year2012-12-31$617,442
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$32,591
Net income (gross income less expenses)2012-12-31$4,439
Net plan assets at end of year (total assets less liabilities)2012-12-31$621,881
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$617,442
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM L. DANKS FH, INC., I-401K PSP 2011 401k financial data
Total income from all sources2011-12-31$37,923
Expenses. Total of all expenses incurred2011-12-31$68,159
Benefits paid (including direct rollovers)2011-12-31$67,897
Total plan assets at end of year2011-12-31$617,442
Total plan assets at beginning of year2011-12-31$647,678
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$37,923
Net income (gross income less expenses)2011-12-31$-30,236
Net plan assets at end of year (total assets less liabilities)2011-12-31$617,442
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$647,678
Assets. Value of assets in partnership/joint-venture interests2011-12-31$8,858
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM L. DANKS FH, INC., I-401K PSP 2010 401k financial data
Total income from all sources2010-12-31$62,998
Expenses. Total of all expenses incurred2010-12-31$31,352
Benefits paid (including direct rollovers)2010-12-31$29,810
Total plan assets at end of year2010-12-31$647,678
Total plan assets at beginning of year2010-12-31$616,032
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$62,998
Net income (gross income less expenses)2010-12-31$31,646
Net plan assets at end of year (total assets less liabilities)2010-12-31$647,678
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$616,032
Assets. Value of assets in partnership/joint-venture interests2010-12-31$9,167
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WILLIAM L. DANKS FH, INC., I-401K PSP

2017: WILLIAM L. DANKS FH, INC., I-401K PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM L. DANKS FH, INC., I-401K PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM L. DANKS FH, INC., I-401K PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM L. DANKS FH, INC., I-401K PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM L. DANKS FH, INC., I-401K PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM L. DANKS FH, INC., I-401K PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM L. DANKS FH, INC., I-401K PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM L. DANKS FH, INC., I-401K PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIDELITY MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1189402
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A2028360
Policy instance 2

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