MCINTIRE, BRADHAM & SLEEK FUNERAL HOME has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN
401k plan membership statisitcs for MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| 2021: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 8 |
| Total participants | 2020-01-01 | 8 |
| Number of participants with account balances | 2020-01-01 | 8 |
| 2019: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 8 |
| 2014: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| 2012: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 9 |
| 2011: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 8 |
| Number of participants with account balances | 2010-01-01 | 8 |
| 2009: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-299,944 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $123,182 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $123,182 |
| Total plan assets at end of year | 2022-12-31 | $2,211,206 |
| Total plan assets at beginning of year | 2022-12-31 | $2,634,332 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $65,847 |
| Other income received | 2022-12-31 | $-435,776 |
| Net income (gross income less expenses) | 2022-12-31 | $-423,126 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,211,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,634,332 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $69,985 |
| 2021 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $493,135 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $2,634,332 |
| Total plan assets at beginning of year | 2021-12-31 | $2,141,197 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $62,901 |
| Other income received | 2021-12-31 | $363,891 |
| Net income (gross income less expenses) | 2021-12-31 | $493,135 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,634,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,141,197 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $66,343 |
| 2020 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $375,526 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $12,550 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $12,500 |
| Total plan assets at end of year | 2020-12-31 | $2,141,197 |
| Total plan assets at beginning of year | 2020-12-31 | $1,778,221 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $62,641 |
| Other income received | 2020-12-31 | $248,300 |
| Net income (gross income less expenses) | 2020-12-31 | $362,976 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,141,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,778,221 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $64,585 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $50 |
| 2019 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $405,437 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,820 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,820 |
| Total plan assets at end of year | 2019-12-31 | $1,778,221 |
| Total plan assets at beginning of year | 2019-12-31 | $1,378,604 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $48,144 |
| Other income received | 2019-12-31 | $342,241 |
| Net income (gross income less expenses) | 2019-12-31 | $399,617 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,778,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,378,604 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,052 |
| 2018 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-16,448 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $12,550 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,500 |
| Total plan assets at end of year | 2018-12-31 | $1,378,604 |
| Total plan assets at beginning of year | 2018-12-31 | $1,407,602 |
| Value of fidelity bond covering the plan | 2018-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $45,069 |
| Other income received | 2018-12-31 | $-74,657 |
| Net income (gross income less expenses) | 2018-12-31 | $-28,998 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,378,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,407,602 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $50 |
| 2017 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $370,295 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,780,229 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,780,229 |
| Total plan assets at end of year | 2017-12-31 | $1,407,602 |
| Total plan assets at beginning of year | 2017-12-31 | $2,817,536 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $42,276 |
| Other income received | 2017-12-31 | $265,804 |
| Net income (gross income less expenses) | 2017-12-31 | $-1,409,934 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,407,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,817,536 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $62,215 |
| 2016 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $386,925 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,258 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,258 |
| Total plan assets at end of year | 2016-12-31 | $2,817,536 |
| Total plan assets at beginning of year | 2016-12-31 | $2,441,869 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $42,381 |
| Other income received | 2016-12-31 | $278,492 |
| Net income (gross income less expenses) | 2016-12-31 | $375,667 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,817,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,441,869 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $66,052 |
| 2015 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $78,923 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,877 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,827 |
| Total plan assets at end of year | 2015-12-31 | $2,441,869 |
| Total plan assets at beginning of year | 2015-12-31 | $2,367,823 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $42,736 |
| Other income received | 2015-12-31 | $-27,755 |
| Net income (gross income less expenses) | 2015-12-31 | $74,046 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,441,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,367,823 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $63,942 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50 |
| 2014 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $298,070 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,354 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,354 |
| Total plan assets at end of year | 2014-12-31 | $2,367,823 |
| Total plan assets at beginning of year | 2014-12-31 | $2,076,107 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $40,140 |
| Other income received | 2014-12-31 | $194,144 |
| Net income (gross income less expenses) | 2014-12-31 | $291,716 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,367,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,076,107 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $63,786 |
| 2013 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $555,437 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $286,060 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $286,060 |
| Total plan assets at end of year | 2013-12-31 | $2,076,107 |
| Total plan assets at beginning of year | 2013-12-31 | $1,806,730 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $38,727 |
| Other income received | 2013-12-31 | $454,329 |
| Net income (gross income less expenses) | 2013-12-31 | $269,377 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,076,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,806,730 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $62,381 |
| 2012 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $290,392 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $14,500 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,500 |
| Total plan assets at end of year | 2012-12-31 | $1,806,730 |
| Total plan assets at beginning of year | 2012-12-31 | $1,530,838 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $37,899 |
| Other income received | 2012-12-31 | $193,794 |
| Net income (gross income less expenses) | 2012-12-31 | $275,892 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,806,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,530,838 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $58,699 |
| 2011 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $119,452 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,398 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $22,398 |
| Total plan assets at end of year | 2011-12-31 | $1,530,838 |
| Total plan assets at beginning of year | 2011-12-31 | $1,433,784 |
| Value of fidelity bond covering the plan | 2011-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,923 |
| Other income received | 2011-12-31 | $17,115 |
| Net income (gross income less expenses) | 2011-12-31 | $97,054 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,530,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,433,784 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $66,414 |
| 2010 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $233,855 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,433,784 |
| Total plan assets at beginning of year | 2010-12-31 | $1,199,929 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,863 |
| Other income received | 2010-12-31 | $134,690 |
| Net income (gross income less expenses) | 2010-12-31 | $233,855 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,433,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,199,929 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $66,302 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 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 |
| 2022: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G50327 |
| Policy instance | 1 |
| Insurance contract or identification number | G50327 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,966 | | Total amount of fees paid to insurance company | USD $18,403 | | Commission paid to Insurance Broker | USD $7,966 | | Additional information about fees paid to insurance broker | INVESTMENT ADVISORY | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 18403 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G50327 |
| Policy instance | 1 |
| Insurance contract or identification number | G50327 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $28,582 | | Total amount of fees paid to insurance company | USD $9,947 | | Commission paid to Insurance Broker | USD $28,582 | | Additional information about fees paid to insurance broker | ADVISORY FEE | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 9947 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 2 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,949 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $4,949 | | Additional information about fees paid to insurance broker | ADVISORY FEES | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,074 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $7,074 | | Additional information about fees paid to insurance broker | INVESTMENT ADVISORY | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,452 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $6,452 | | Additional information about fees paid to insurance broker | INVESTMENT ADVISORY | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7,257 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $7,257 | | Insurance broker organization code? | 3 | | Insurance broker name | ACCESS FINANCIAL GROUP INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $6,541 | | Total amount of fees paid to insurance company | USD $330 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $6,541 | | Amount paid for insurance broker fees | 330 | | Additional information about fees paid to insurance broker | FINANCIAL ADVISORY | | Insurance broker organization code? | 3 | | Insurance broker name | ACCESS FINANCIAL GROUP INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 811404 |
| Policy instance | 1 |
| Insurance contract or identification number | 811404 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $21,278 | | Total amount of fees paid to insurance company | USD $2,577 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Other information about contract | RETIREMENT PLAN | | Commission paid to Insurance Broker | USD $21,278 | | Amount paid for insurance broker fees | 2577 | | Additional information about fees paid to insurance broker | INVESTMENT ADVISORY | | Insurance broker organization code? | 3 | | Insurance broker name | ACCESS FINANCIAL GROUP INC |
|
