401k Plan data: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN plan

CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 401k Plan overview

Plan Name	CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN
Plan identification number	003

CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CHARLES D. KEEFE FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES D. KEEFE FUNERAL HOME, INC.

Employer identification number (EIN): 042484347

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01
003 2015-07-01 CHARLES KEEFE CHARLES KEEFE 2016-09-25
003 2014-07-01 CHARLES KEEFE
003 2013-07-01 CHARLES KEEFE CHARLES KEEFE 2014-08-19
003 2012-07-01 CHARLES KEEFE
003 2011-07-01 CHARLES KEEFE
003 2010-07-01 CHARLES KEEFE
003 2009-07-01 CHARLES D. KEEFE

Plan Statistics for CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN

401k plan membership statisitcs for CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN

Measure Date Value
2015: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 5
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 4
Total of all active and inactive participants 2015-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 9
Number of participants with account balances 2015-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 6
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 11
Number of participants with account balances 2014-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 8
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 3
Total of all active and inactive participants 2013-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 11
Number of participants with account balances 2013-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 9
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 11
Number of participants with account balances 2012-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 9
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 11
Number of participants with account balances 2011-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 9
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 11
Number of participants with account balances 2010-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 9
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 11
Number of participants with account balances 2009-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2015: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	5
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	4
Total of all active and inactive participants	2015-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	9
Number of participants with account balances	2015-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	6
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	11
Number of participants with account balances	2014-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	8
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	3
Total of all active and inactive participants	2013-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	11
Number of participants with account balances	2013-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	9
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	11
Number of participants with account balances	2012-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	9
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	11
Number of participants with account balances	2011-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	9
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	11
Number of participants with account balances	2010-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	9
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	11
Number of participants with account balances	2009-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN

Measure	Date	Value
2016 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$56,651
Expenses. Total of all expenses incurred	2016-06-30	$131,730
Benefits paid (including direct rollovers)	2016-06-30	$131,730
Total plan assets at end of year	2016-06-30	$2,615,827
Total plan assets at beginning of year	2016-06-30	$2,690,906
Value of fidelity bond covering the plan	2016-06-30	$0
Assets. Value of tangible personal property	2016-06-30	$0
Total contributions received or receivable from participants	2016-06-30	$0
Assets. Value of loans (other than to participants)	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$-46,557
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-75,079
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,615,827
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,690,906
Assets. Value of participant loans	2016-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$0
Assets. Value of real-estate (other than employer real property)	2016-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-06-30	$0
Assets. Value of employer securities	2016-06-30	$0
Assets. Value of employer real property	2016-06-30	$0
Total contributions received or receivable from employer(s)	2016-06-30	$103,208
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$176,165
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$2,690,906
Total plan assets at beginning of year	2015-06-30	$2,514,741
Value of fidelity bond covering the plan	2015-06-30	$0
Assets. Value of tangible personal property	2015-06-30	$0
Total contributions received or receivable from participants	2015-06-30	$0
Assets. Value of loans (other than to participants)	2015-06-30	$0
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$64,643
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$176,165
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,690,906
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,514,741
Assets. Value of participant loans	2015-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$0
Assets. Value of real-estate (other than employer real property)	2015-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-06-30	$0
Assets. Value of employer securities	2015-06-30	$0
Assets. Value of employer real property	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$111,522
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
2014 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$462,020
Expenses. Total of all expenses incurred	2014-06-30	$13,005
Benefits paid (including direct rollovers)	2014-06-30	$13,005
Total plan assets at end of year	2014-06-30	$2,514,741
Total plan assets at beginning of year	2014-06-30	$2,065,726
Value of fidelity bond covering the plan	2014-06-30	$0
Assets. Value of tangible personal property	2014-06-30	$0
Total contributions received or receivable from participants	2014-06-30	$0
Assets. Value of loans (other than to participants)	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$346,107
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$449,015
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,514,741
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,065,726
Assets. Value of participant loans	2014-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$0
Assets. Value of real-estate (other than employer real property)	2014-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-06-30	$0
Assets. Value of employer securities	2014-06-30	$0
Assets. Value of employer real property	2014-06-30	$0
Total contributions received or receivable from employer(s)	2014-06-30	$115,913
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$364,725
Expenses. Total of all expenses incurred	2013-06-30	$12,717
Benefits paid (including direct rollovers)	2013-06-30	$12,717
Total plan assets at end of year	2013-06-30	$2,065,726
Total plan assets at beginning of year	2013-06-30	$1,713,718
Value of fidelity bond covering the plan	2013-06-30	$0
Assets. Value of tangible personal property	2013-06-30	$0
Total contributions received or receivable from participants	2013-06-30	$0
Assets. Value of loans (other than to participants)	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$269,706
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$352,008
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,065,726
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,713,718
Assets. Value of participant loans	2013-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$0
Assets. Value of real-estate (other than employer real property)	2013-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-06-30	$0
Assets. Value of employer securities	2013-06-30	$0
Assets. Value of employer real property	2013-06-30	$0
Total contributions received or receivable from employer(s)	2013-06-30	$95,019
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$116,703
Expenses. Total of all expenses incurred	2012-06-30	$12,246
Benefits paid (including direct rollovers)	2012-06-30	$12,246
Total plan assets at end of year	2012-06-30	$1,713,718
Total plan assets at beginning of year	2012-06-30	$1,609,261
Value of fidelity bond covering the plan	2012-06-30	$0
Assets. Value of tangible personal property	2012-06-30	$0
Total contributions received or receivable from participants	2012-06-30	$0
Assets. Value of loans (other than to participants)	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$21,226
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$104,457
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,713,718
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,609,261
Assets. Value of participant loans	2012-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$0
Assets. Value of real-estate (other than employer real property)	2012-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-06-30	$0
Assets. Value of employer securities	2012-06-30	$0
Assets. Value of employer real property	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$95,477
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$365,943
Expenses. Total of all expenses incurred	2011-06-30	$11,464
Benefits paid (including direct rollovers)	2011-06-30	$11,464
Total plan assets at end of year	2011-06-30	$1,609,261
Total plan assets at beginning of year	2011-06-30	$1,254,782
Value of fidelity bond covering the plan	2011-06-30	$0
Assets. Value of tangible personal property	2011-06-30	$0
Total contributions received or receivable from participants	2011-06-30	$0
Assets. Value of loans (other than to participants)	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$266,456
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$354,479
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,609,261
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,254,782
Assets. Value of participant loans	2011-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$0
Assets. Value of real-estate (other than employer real property)	2011-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$0
Assets. Value of employer securities	2011-06-30	$0
Assets. Value of employer real property	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$99,487
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN

2015: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This submission is the final filing	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	This submission is the final filing	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES D. KEEFE FUNERAL HOME, INC. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES D. KEEFE FUNERAL HOME, INC.
Employer identification number (EIN):	042484347
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01
003	2021-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01
003	2015-07-01	CHARLES KEEFE	CHARLES KEEFE	2016-09-25
003	2014-07-01	CHARLES KEEFE
003	2013-07-01	CHARLES KEEFE	CHARLES KEEFE	2014-08-19
003	2012-07-01	CHARLES KEEFE
003	2011-07-01	CHARLES KEEFE
003	2010-07-01	CHARLES KEEFE
003	2009-07-01	CHARLES D. KEEFE