401k Plan data: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN plan

SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 401k Plan overview

Plan Name	SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN
Plan identification number	001

SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

SMITH & KERNKE FUNERAL DIRECTORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SMITH & KERNKE FUNERAL DIRECTORS, LLC

Employer identification number (EIN): 730454575

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TODD KERNKE 2023-05-24
001 2021-01-01 TODD KERNKE 2022-06-13
001 2020-01-01 TODD KERNKE 2021-03-17
001 2019-01-01 TODD KERNKE 2020-04-27
001 2018-01-01 TODD KERNKE 2019-07-25
001 2017-01-01
001 2016-01-01
001 2015-01-01 ALAN SIMPSON
001 2015-01-01 ALAN SIMPSON
001 2014-01-01 TODD KERNKE 2015-09-24
001 2013-01-01 TODD KERNKE
001 2012-01-01 ALAN SIMPSON
001 2011-01-01 JOE KERNKE JR
001 2010-01-01 RON BARRUS 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	TODD KERNKE	2023-05-24
001	2021-01-01	TODD KERNKE	2022-06-13
001	2020-01-01	TODD KERNKE	2021-03-17
001	2019-01-01	TODD KERNKE	2020-04-27
001	2018-01-01	TODD KERNKE	2019-07-25
001	2017-01-01
001	2016-01-01
001	2015-01-01	ALAN SIMPSON
001	2015-01-01	ALAN SIMPSON
001	2014-01-01	TODD KERNKE	2015-09-24
001	2013-01-01	TODD KERNKE
001	2012-01-01	ALAN SIMPSON
001	2011-01-01	JOE KERNKE JR
001	2010-01-01	RON BARRUS	2011-07-01

Plan Statistics for SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN

401k plan membership statisitcs for SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN

Measure Date Value
2017: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2017: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN

Measure	Date	Value
2017 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-164,359
Expenses. Total of all expenses incurred	2017-12-31	$114,711
Benefits paid (including direct rollovers)	2017-12-31	$110,536
Total plan assets at end of year	2017-12-31	$3,300,758
Total plan assets at beginning of year	2017-12-31	$3,579,828
Value of fidelity bond covering the plan	2017-12-31	$30,000
Other income received	2017-12-31	$-264,359
Net income (gross income less expenses)	2017-12-31	$-279,070
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,300,758
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,579,828
Total contributions received or receivable from employer(s)	2017-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,580,475
Expenses. Total of all expenses incurred	2016-12-31	$63,973
Benefits paid (including direct rollovers)	2016-12-31	$59,927
Total plan assets at end of year	2016-12-31	$3,579,828
Total plan assets at beginning of year	2016-12-31	$2,063,326
Value of fidelity bond covering the plan	2016-12-31	$30,000
Other income received	2016-12-31	$1,480,475
Net income (gross income less expenses)	2016-12-31	$1,516,502
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,579,828
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,063,326
Total contributions received or receivable from employer(s)	2016-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-267,476
Expenses. Total of all expenses incurred	2015-12-31	$81,090
Benefits paid (including direct rollovers)	2015-12-31	$78,131
Total plan assets at end of year	2015-12-31	$2,063,326
Total plan assets at beginning of year	2015-12-31	$2,411,892
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$460
Other income received	2015-12-31	$-367,936
Net income (gross income less expenses)	2015-12-31	$-348,566
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,063,326
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,411,892
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$78,131
2013 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-1,398,461
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,129,670
Total plan assets at beginning of year	2013-12-31	$4,528,131
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$5,708
Other income received	2013-12-31	$-1,504,169
Net income (gross income less expenses)	2013-12-31	$-1,398,461
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,129,670
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,528,131
Total contributions received or receivable from employer(s)	2013-12-31	$100,000
2012 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$441,002
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$4,528,131
Total plan assets at beginning of year	2012-12-31	$4,087,129
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$416,002
Net income (gross income less expenses)	2012-12-31	$441,002
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,528,131
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,087,129
Total contributions received or receivable from employer(s)	2012-12-31	$25,000
2011 : SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-3,204,530
Expenses. Total of all expenses incurred	2011-12-31	$24,890
Benefits paid (including direct rollovers)	2011-12-31	$24,875
Total plan assets at end of year	2011-12-31	$4,087,129
Total plan assets at beginning of year	2011-12-31	$7,316,549
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$15
Other income received	2011-12-31	$-3,307,818
Net income (gross income less expenses)	2011-12-31	$-3,229,420
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,087,129
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,316,549
Total contributions received or receivable from employer(s)	2011-12-31	$103,288

Form 5500 Responses for SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN

2017: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SMITH & KERNKE FUNERAL DIRECTORS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH & KERNKE FUNERAL DIRECTORS, LLC
Employer identification number (EIN):	730454575
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services