401k Plan data: 403(B) THRIFT PLAN OF LONE TREE CEMETERY ASSOCIATION plan

403(B) THRIFT PLAN OF LONE TREE CEMETERY ASSOCIATION 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF LONE TREE CEMETERY ASSOCIATION
Plan identification number	002

403(B) THRIFT PLAN OF LONE TREE CEMETERY ASSOCIATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LONE TREE CEMETERY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: LONE TREE CEMETERY ASSOCIATION

Employer identification number (EIN): 941145945

NAIC Classification: 812220
NAIC Description: Cemeteries and Crematories

Additional information about LONE TREE CEMETERY ASSOCIATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0107862

More information about LONE TREE CEMETERY ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF LONE TREE CEMETERY ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MAI HUYNH 2023-09-28
002 2021-01-01 MAI HUYNH 2022-06-30
002 2020-01-01 MAI HUYNH 2021-06-03
002 2019-01-01 MAI HUYNH 2020-07-01
002 2018-01-01 MAI HUYNH 2019-07-19
002 2017-01-01 RAYMOND ORTNER 2018-05-24 RAYMOND ORTNER 2018-05-24
002 2016-01-01 RAYMOND ORTNER 2017-07-20 RAYMOND ORTNER 2017-07-20
002 2015-01-01 THOMAS GRATNY 2016-06-02 THOMAS GRATNY 2016-06-02
002 2014-01-01 THOMAS GRATNY 2015-06-24 THOMAS GRATNY 2015-06-24
002 2013-01-01 THOMAS GRATNY 2014-10-13 THOMAS GRATNY 2014-10-13
002 2012-01-01 THOMAS GRATNY 2013-07-22 THOMAS GRATNY 2013-07-22
002 2011-01-01 MICHELLE LEDEE 2012-06-26 MICHELLE LEDEE 2012-06-26
002 2010-01-01 MICHELLE LEDEE 2011-06-29 MICHELLE LEDEE 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MAI HUYNH	2023-09-28
002	2021-01-01	MAI HUYNH	2022-06-30
002	2020-01-01	MAI HUYNH	2021-06-03
002	2019-01-01	MAI HUYNH	2020-07-01
002	2018-01-01	MAI HUYNH	2019-07-19
002	2017-01-01	RAYMOND ORTNER	2018-05-24	RAYMOND ORTNER	2018-05-24
002	2016-01-01	RAYMOND ORTNER	2017-07-20	RAYMOND ORTNER	2017-07-20
002	2015-01-01	THOMAS GRATNY	2016-06-02	THOMAS GRATNY	2016-06-02
002	2014-01-01	THOMAS GRATNY	2015-06-24	THOMAS GRATNY	2015-06-24
002	2013-01-01	THOMAS GRATNY	2014-10-13	THOMAS GRATNY	2014-10-13
002	2012-01-01	THOMAS GRATNY	2013-07-22	THOMAS GRATNY	2013-07-22
002	2011-01-01	MICHELLE LEDEE	2012-06-26	MICHELLE LEDEE	2012-06-26
002	2010-01-01	MICHELLE LEDEE	2011-06-29	MICHELLE LEDEE	2011-06-29

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Company Name:	LONE TREE CEMETERY ASSOCIATION
Employer identification number (EIN):	941145945
NAIC Classification:	812220
NAIC Description:	Cemeteries and Crematories

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0107862