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BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameBHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING 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

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

Company Name:BHC GROUP III FUNERAL HOME, INC.
Employer identification number (EIN):203944676
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MIKE CHACE2021-12-02
0012020-01-01MIKE CHACE2021-07-26
0012019-01-01MIKE CHACE2020-07-02
0012018-01-01MIKE CHACE2019-10-09
0012017-01-01MIKE CHACE2018-10-04
0012016-01-01GAIL HUNT
0012015-01-01GAIL HUNT
0012014-01-01GAIL HUNT
0012013-01-01GAIL HUNT
0012012-01-01MIKE CHACE
0012011-01-01MIKE CHACE
0012009-01-01MICHAEL CHACE

Plan Statistics for BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2016: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2016 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$30,582
Expenses. Total of all expenses incurred2016-12-31$4,075
Total plan assets at end of year2016-12-31$415,086
Total plan assets at beginning of year2016-12-31$388,579
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$19,055
Other income received2016-12-31$5,243
Net income (gross income less expenses)2016-12-31$26,507
Net plan assets at end of year (total assets less liabilities)2016-12-31$415,086
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$388,579
Total contributions received or receivable from employer(s)2016-12-31$6,284
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,075
2015 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,475
Expenses. Total of all expenses incurred2015-12-31$5,887
Total plan assets at end of year2015-12-31$388,579
Total plan assets at beginning of year2015-12-31$373,991
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$15,811
Other income received2015-12-31$-952
Net income (gross income less expenses)2015-12-31$14,588
Net plan assets at end of year (total assets less liabilities)2015-12-31$388,579
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$373,991
Total contributions received or receivable from employer(s)2015-12-31$5,616
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,887
2014 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,138
Expenses. Total of all expenses incurred2014-12-31$773
Benefits paid (including direct rollovers)2014-12-31$773
Total plan assets at end of year2014-12-31$373,991
Total plan assets at beginning of year2014-12-31$342,626
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$16,355
Other income received2014-12-31$10,158
Net income (gross income less expenses)2014-12-31$31,365
Net plan assets at end of year (total assets less liabilities)2014-12-31$373,991
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$342,626
Total contributions received or receivable from employer(s)2014-12-31$5,625
2013 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$49,720
Total plan assets at end of year2013-12-31$342,626
Total plan assets at beginning of year2013-12-31$292,906
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$16,801
Other income received2013-12-31$27,272
Net income (gross income less expenses)2013-12-31$49,720
Net plan assets at end of year (total assets less liabilities)2013-12-31$342,626
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$292,906
Total contributions received or receivable from employer(s)2013-12-31$5,647
2012 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$41,230
Expenses. Total of all expenses incurred2012-12-31$6,185
Benefits paid (including direct rollovers)2012-12-31$3,198
Total plan assets at end of year2012-12-31$292,906
Total plan assets at beginning of year2012-12-31$257,861
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$16,656
Other income received2012-12-31$19,316
Net income (gross income less expenses)2012-12-31$35,045
Net plan assets at end of year (total assets less liabilities)2012-12-31$292,906
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$257,861
Total contributions received or receivable from employer(s)2012-12-31$5,258
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,987
2011 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$30,778
Expenses. Total of all expenses incurred2011-12-31$47,829
Benefits paid (including direct rollovers)2011-12-31$46,884
Total plan assets at end of year2011-12-31$289,361
Total plan assets at beginning of year2011-12-31$306,412
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$4,469
Expenses. Other expenses not covered elsewhere2011-12-31$945
Other income received2011-12-31$-6,553
Net income (gross income less expenses)2011-12-31$-17,051
Net plan assets at end of year (total assets less liabilities)2011-12-31$289,361
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$306,412
Total contributions received or receivable from employer(s)2011-12-31$32,862
2010 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$7,125
Total income from all sources2010-12-31$21,509
Expenses. Total of all expenses incurred2010-12-31$320,800
Benefits paid (including direct rollovers)2010-12-31$320,800
Total plan assets at end of year2010-12-31$306,412
Total plan assets at beginning of year2010-12-31$612,828
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$21,509
Net income (gross income less expenses)2010-12-31$-299,291
Net plan assets at end of year (total assets less liabilities)2010-12-31$306,412
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$605,703
Assets. Value of participant loans2010-12-31$2,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN

2016: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BHC GROUP III FUNERAL HOME, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33249601
Policy instance 1
Insurance contract or identification number33249601
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $302
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $302
Insurance broker organization code?3
Insurance broker nameJON HULSEY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33249601
Policy instance 1
Insurance contract or identification number33249601
Total amount of commissions paid to insurance brokerUSD $288
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $288
Insurance broker organization code?4
Insurance broker nameJON HULSEY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33249601
Policy instance 1
Insurance contract or identification number33249601
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $274
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $274
Insurance broker organization code?4
Insurance broker nameJON HULSEY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33249601
Policy instance 1
Insurance contract or identification number33249601
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $277
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $277
Additional information about fees paid to insurance brokerSALES REP COMMISSION
Insurance broker organization code?4
Insurance broker nameJON HULSEY

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