MIDWEST MEMORIAL GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN
Measure | Date | Value |
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2019 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total transfer of assets to this plan | 2019-06-30 | $0 |
Total transfer of assets from this plan | 2019-06-30 | $4,763,839 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $907,330 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $750,593 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $735,139 |
Expenses. Certain deemed distributions of participant loans | 2019-06-30 | $279 |
Value of total corrective distributions | 2019-06-30 | $13,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $264,526 |
Value of total assets at end of year | 2019-06-30 | $0 |
Value of total assets at beginning of year | 2019-06-30 | $4,607,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $2,023 |
Total interest from all sources | 2019-06-30 | $5,458 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $28,970 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $28,970 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $461,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $184,765 |
Participant contributions at beginning of year | 2019-06-30 | $220,977 |
Other income not declared elsewhere | 2019-06-30 | $8 |
Administrative expenses (other) incurred | 2019-06-30 | $2,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $156,737 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,607,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $4,386,125 |
Interest on participant loans | 2019-06-30 | $5,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $608,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $79,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $735,139 |
Did the plan have assets held for investment | 2019-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | MCLEAN, KOEHLER, SPARKS & HAMMON |
Accountancy firm EIN | 2019-06-30 | 520547375 |
2018 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $464,458 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $386,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $357,816 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $11,030 |
Value of total corrective distributions | 2018-12-31 | $13,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $702,737 |
Value of total assets at end of year | 2018-12-31 | $4,607,102 |
Value of total assets at beginning of year | 2018-12-31 | $4,528,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,390 |
Total interest from all sources | 2018-12-31 | $8,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $180,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $180,497 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $453,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $437,196 |
Participant contributions at end of year | 2018-12-31 | $220,977 |
Participant contributions at beginning of year | 2018-12-31 | $179,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $54,066 |
Other income not declared elsewhere | 2018-12-31 | $6 |
Administrative expenses (other) incurred | 2018-12-31 | $4,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $78,130 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,607,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,528,972 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,386,125 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,349,704 |
Interest on participant loans | 2018-12-31 | $8,259 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-427,041 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $211,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $357,816 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMON |
Accountancy firm EIN | 2018-12-31 | 520547375 |
2017 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,190,285 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $385,125 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $368,931 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $163 |
Value of total corrective distributions | 2017-12-31 | $11,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $597,325 |
Value of total assets at end of year | 2017-12-31 | $4,528,972 |
Value of total assets at beginning of year | 2017-12-31 | $3,723,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,155 |
Total interest from all sources | 2017-12-31 | $7,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $126,409 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $126,409 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $373,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $396,030 |
Participant contributions at end of year | 2017-12-31 | $179,268 |
Participant contributions at beginning of year | 2017-12-31 | $182,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $240 |
Other income not declared elsewhere | 2017-12-31 | $18 |
Administrative expenses (other) incurred | 2017-12-31 | $4,155 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $805,160 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,528,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,723,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,349,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,540,977 |
Interest on participant loans | 2017-12-31 | $7,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $458,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $201,055 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $368,931 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMON |
Accountancy firm EIN | 2017-12-31 | 520547375 |
2016 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $812,286 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $357,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $342,522 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,045 |
Value of total corrective distributions | 2016-12-31 | $7,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $598,604 |
Value of total assets at end of year | 2016-12-31 | $3,723,812 |
Value of total assets at beginning of year | 2016-12-31 | $3,269,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,791 |
Total interest from all sources | 2016-12-31 | $5,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $79,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $79,765 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $328,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $401,885 |
Participant contributions at end of year | 2016-12-31 | $182,835 |
Participant contributions at beginning of year | 2016-12-31 | $126,136 |
Other income not declared elsewhere | 2016-12-31 | $6,394 |
Administrative expenses (other) incurred | 2016-12-31 | $4,791 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $454,786 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,723,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,269,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,540,977 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,142,890 |
Interest on participant loans | 2016-12-31 | $5,256 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $122,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $196,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $342,522 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMON |
Accountancy firm EIN | 2016-12-31 | 520547375 |
2015 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $736,193 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $423,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $410,491 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $8,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $739,284 |
Value of total assets at end of year | 2015-12-31 | $3,269,026 |
Value of total assets at beginning of year | 2015-12-31 | $2,955,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,917 |
Total interest from all sources | 2015-12-31 | $4,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $131,864 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $131,864 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $296,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $413,804 |
Participant contributions at end of year | 2015-12-31 | $126,136 |
Participant contributions at beginning of year | 2015-12-31 | $130,921 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $130,112 |
Other income not declared elsewhere | 2015-12-31 | $74 |
Administrative expenses (other) incurred | 2015-12-31 | $3,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $313,160 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,269,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,955,866 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,142,890 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,824,945 |
Interest on participant loans | 2015-12-31 | $4,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-139,861 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $195,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $410,491 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMOND |
Accountancy firm EIN | 2015-12-31 | 520547375 |
2014 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $735,347 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $506,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $491,592 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $9,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $577,676 |
Value of total assets at end of year | 2014-12-31 | $2,955,866 |
Value of total assets at beginning of year | 2014-12-31 | $2,726,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,185 |
Total interest from all sources | 2014-12-31 | $4,747 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $133,643 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $133,643 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $273,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $380,801 |
Participant contributions at end of year | 2014-12-31 | $130,921 |
Participant contributions at beginning of year | 2014-12-31 | $111,938 |
Other income not declared elsewhere | 2014-12-31 | $3 |
Administrative expenses (other) incurred | 2014-12-31 | $5,185 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $229,104 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,955,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,726,762 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,824,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,614,824 |
Interest on participant loans | 2014-12-31 | $4,747 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $19,278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $196,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $491,592 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMOND |
Accountancy firm EIN | 2014-12-31 | 520547375 |
2013 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $911,037 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $281,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $273,928 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $3,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $589,996 |
Value of total assets at end of year | 2013-12-31 | $2,726,762 |
Value of total assets at beginning of year | 2013-12-31 | $2,096,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,005 |
Total interest from all sources | 2013-12-31 | $3,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $58,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $58,745 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $210,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $376,988 |
Participant contributions at end of year | 2013-12-31 | $111,938 |
Participant contributions at beginning of year | 2013-12-31 | $75,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $11,721 |
Other income not declared elsewhere | 2013-12-31 | $5,066 |
Administrative expenses (other) incurred | 2013-12-31 | $4,005 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $629,977 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,726,762 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,096,785 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,614,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,842,903 |
Interest on participant loans | 2013-12-31 | $3,311 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $173,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $173,158 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $253,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $201,287 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $273,928 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMON |
Accountancy firm EIN | 2013-12-31 | 200547375 |
2012 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,824 |
Total income from all sources (including contributions) | 2012-12-31 | $693,938 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $105,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $90,486 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $475,116 |
Value of total assets at end of year | 2012-12-31 | $2,096,785 |
Value of total assets at beginning of year | 2012-12-31 | $1,514,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,977 |
Total interest from all sources | 2012-12-31 | $35,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $31,190 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $31,190 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,410 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $290,641 |
Participant contributions at end of year | 2012-12-31 | $75,658 |
Participant contributions at beginning of year | 2012-12-31 | $55,258 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,638 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $5,824 |
Administrative expenses (other) incurred | 2012-12-31 | $1,351 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $588,475 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,096,785 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,508,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $12,216 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,842,903 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,295,604 |
Interest on participant loans | 2012-12-31 | $2,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $173,158 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $159,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $159,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $33,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $151,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $174,837 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,066 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,272 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $90,486 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMOND |
Accountancy firm EIN | 2012-12-31 | 200547375 |
2011 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,824 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,028 |
Total income from all sources (including contributions) | 2011-12-31 | $336,859 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $77,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $63,128 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $407,566 |
Value of total assets at end of year | 2011-12-31 | $1,514,134 |
Value of total assets at beginning of year | 2011-12-31 | $1,253,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,629 |
Total interest from all sources | 2011-12-31 | $1,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $486 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $260,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $259,090 |
Participant contributions at end of year | 2011-12-31 | $55,258 |
Participant contributions at beginning of year | 2011-12-31 | $25,227 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $34,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,444 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $5,824 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $4,028 |
Administrative expenses (other) incurred | 2011-12-31 | $3,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $259,241 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,508,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,249,069 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $8,593 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,295,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,045,073 |
Interest on participant loans | 2011-12-31 | $1,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $159,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $126,060 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $126,060 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $61 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-72,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $146,032 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,272 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $21,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $63,128 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMOND |
Accountancy firm EIN | 2011-12-31 | 200547375 |
2010 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $704,434 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $70,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $63,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $598,092 |
Value of total assets at end of year | 2010-12-31 | $1,196,210 |
Value of total assets at beginning of year | 2010-12-31 | $562,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,712 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $16,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $16,341 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $243,584 |
Participant contributions at end of year | 2010-12-31 | $25,227 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $218,547 |
Administrative expenses (other) incurred | 2010-12-31 | $7,712 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $633,666 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,196,210 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $562,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,045,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $512,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $125,910 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $49,575 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $49,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $90,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $135,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $63,056 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCLEAN, KOEHLER, SPARKS & HAMMOND |
Accountancy firm EIN | 2010-12-31 | 520547375 |
2009 : MIDWEST MEMORIAL GROUP, LLC 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |