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CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN 401k Plan overview

Plan NameCHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN
Plan identification number 001

CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN has sponsored the creation of one or more 401k plans.

Company Name:CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN
Employer identification number (EIN):610984631
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-05-01
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012018-05-01
0012017-05-01
0012016-05-01JAMES C. GRUBBS2017-08-31
0012015-05-01JAMES C. GRUBBS2016-05-17
0012014-05-01JAMES C. GRUBBS2015-10-13
0012013-05-01JAMES C. GRUBBS2014-10-14
0012012-05-01JAMES C. GRUBBS2013-10-22
0012011-05-01JAMES C. GRUBBS2012-11-20
0012011-01-01JAMES C. GRUBBS2011-11-15

Financial Data on CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN

Measure Date Value
2025 : CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0422240
Net assets as of the end of the plan year2025-06-041176343
Total assets as of the beginning of the plan year2025-06-041039807
Value of plan covered by a fidelity bond2025-06-04130000
Participant contributions to plan in this plan year2025-06-0449956
Other income to plan in this plan year2025-06-0492782
Plan net income in this plan year2025-06-04136536
Net assets as of the end of the plan year2025-06-041176343
Net assets as of the beginning of the plan year2025-06-041039807
Employer contributions to plan in this plan year2025-06-0416038
Fees paid to broker by Benefit Provider2025-06-04680
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-044149
2024 : CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0518394
Net assets as of the end of the plan year2024-08-051039807
Total assets as of the beginning of the plan year2024-08-05895378
Value of plan covered by a fidelity bond2024-08-05110000
Participant contributions to plan in this plan year2024-08-0555439
Other income to plan in this plan year2024-08-0588084
Plan net income in this plan year2024-08-05144429
Net assets as of the end of the plan year2024-08-051039807
Net assets as of the beginning of the plan year2024-08-05895378
Employer contributions to plan in this plan year2024-08-0519300
Fees paid to broker by Benefit Provider2024-08-05239
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-053698
2022 : CHAMBERS & GRUBBS FUNERAL HOME INC 401 K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1715744
Net assets as of the end of the plan year2022-06-17839224
Total assets as of the beginning of the plan year2022-06-17857894
Value of plan covered by a fidelity bond2022-06-1790000
Participant contributions to plan in this plan year2022-06-1749330
Other income to plan in this plan year2022-06-17-67743
Plan net income in this plan year2022-06-17-18670
Net assets as of the end of the plan year2022-06-17839224
Net assets as of the beginning of the plan year2022-06-17857894
Employer contributions to plan in this plan year2022-06-1715487
Fees paid to broker by Benefit Provider2022-06-17964
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-174130

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