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PERRY FUNERAL HOME 401(K) P/S PLAN 401k Plan overview

Plan NamePERRY FUNERAL HOME 401(K) P/S PLAN
Plan identification number 001

PERRY FUNERAL HOME 401(K) P/S PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

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

Company Name:PERRY FUNERAL HOME, INC.
Employer identification number (EIN):112067621
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Additional information about PERRY FUNERAL HOME, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1965-03-11
Company Identification Number: 185290
Legal Registered Office Address: 118 UNION AVENUE
Nassau
LYNBROOK
United States of America (USA)
11563

More information about PERRY FUNERAL HOME, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY FUNERAL HOME 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH LYSAK2024-05-30 KENNETH LYSAK2024-05-30
0012022-01-01KENNETH LYSAK2023-04-14
0012021-01-01KENNETH LYSAK2022-06-14
0012020-01-01KENNETH LYSAK2021-05-17
0012019-01-01KENNETH LYSAK2020-05-06
0012018-01-01KENNETH LYSAK2019-05-31
0012017-01-01KENNETH LYSAK2018-03-15
0012016-01-01KENNETH LYSAK2017-05-05
0012015-01-01KENNETH LYSAK2016-03-16
0012014-01-01KENNETH LYSAK2015-07-07
0012013-01-01KENNETH LYSAK2014-05-30
0012012-01-01KENNETH LYSAK JR2013-06-22
0012011-01-01KENNETH LYSAK JR2012-07-19
0012010-01-01KENNETH LYSAK JR2011-08-02 KENNETH LYSAK JR2011-08-02

Financial Data on PERRY FUNERAL HOME 401(K) P/S PLAN

Measure Date Value
2025 : PERRY FUNERAL HOME 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-151651
Net assets as of the end of the plan year2025-07-151220659
Total assets as of the beginning of the plan year2025-07-151026007
Value of plan covered by a fidelity bond2025-07-1530000
Participant contributions to plan in this plan year2025-07-1533850
Value of participant loans at end of plan year2025-07-159471
Other income to plan in this plan year2025-07-15151798
Plan net income in this plan year2025-07-15194652
Net assets as of the end of the plan year2025-07-151220659
Net assets as of the beginning of the plan year2025-07-151026007
Employer contributions to plan in this plan year2025-07-1510655
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-151651
2024 : PERRY FUNERAL HOME 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-261812
Net assets as of the end of the plan year2024-06-261026007
Total assets as of the beginning of the plan year2024-06-26844216
Value of plan covered by a fidelity bond2024-06-2630000
Participant contributions to plan in this plan year2024-06-2641200
Value of participant loans at end of plan year2024-06-2614330
Other income to plan in this plan year2024-06-26133015
Plan net income in this plan year2024-06-26181791
Net assets as of the end of the plan year2024-06-261026007
Net assets as of the beginning of the plan year2024-06-26844216
Employer contributions to plan in this plan year2024-06-269388
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-261812
2022 : PERRY FUNERAL HOME 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-140
Total liabilities as of the beginning of the plan year2022-06-140
Total expenses incurred by plan in this plan year2022-06-14-1163
Net assets as of the end of the plan year2022-06-14900851
Total assets as of the beginning of the plan year2022-06-14750583
Value of plan covered by a fidelity bond2022-06-1430000
Participant contributions to plan in this plan year2022-06-1439100
Other expenses paid from plan in this plan year2022-06-140
Other contributions to plan in this plan year2022-06-14556
Other income to plan in this plan year2022-06-1499963
Plan net income in this plan year2022-06-14150268
Net assets as of the end of the plan year2022-06-14900851
Net assets as of the beginning of the plan year2022-06-14750583
Employer contributions to plan in this plan year2022-06-149486
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-14-1163

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