401k Plan data: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

WILBERT FUNERAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILBERT FUNERAL SERVICES, INC.

Employer identification number (EIN): 364128481

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEVE WILLIAMS
002 2016-01-01 EDWARD HART EDWARD HART 2017-10-15
002 2015-01-01 EDWARD HART

Plan Statistics for WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 862
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 947
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 668
Number of retired or separated participants receiving benefits 2019-01-01 36
Number of other retired or separated participants entitled to future benefits 2019-01-01 154
Total of all active and inactive participants 2019-01-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 862
Number of participants with account balances 2019-01-01 852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 56
2018: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 871
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 643
Number of retired or separated participants receiving benefits 2018-01-01 26
Number of other retired or separated participants entitled to future benefits 2018-01-01 136
Total of all active and inactive participants 2018-01-01 805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 807
Number of participants with account balances 2018-01-01 800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 50
2017: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 777
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 589
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 118
Total of all active and inactive participants 2017-01-01 715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 717
Number of participants with account balances 2017-01-01 707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 52
2016: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 845
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 592
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 664
Number of participants with account balances 2016-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 47
2015: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 749
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 601
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 13
Total of all active and inactive participants 2015-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 614
Number of participants with account balances 2015-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	862
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	947
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	668
Number of retired or separated participants receiving benefits	2019-01-01	36
Number of other retired or separated participants entitled to future benefits	2019-01-01	154
Total of all active and inactive participants	2019-01-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	862
Number of participants with account balances	2019-01-01	852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	56
2018: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	871
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	643
Number of retired or separated participants receiving benefits	2018-01-01	26
Number of other retired or separated participants entitled to future benefits	2018-01-01	136
Total of all active and inactive participants	2018-01-01	805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	807
Number of participants with account balances	2018-01-01	800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	50
2017: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	777
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	589
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	118
Total of all active and inactive participants	2017-01-01	715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	717
Number of participants with account balances	2017-01-01	707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	52
2016: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	845
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	592
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	664
Number of participants with account balances	2016-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	47
2015: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	749
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	601
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	13
Total of all active and inactive participants	2015-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	614
Number of participants with account balances	2015-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2020 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$214
Total income from all sources (including contributions)	2020-12-31	$1,080,669
Total loss/gain on sale of assets	2020-12-31	$1,051,588
Total of all expenses incurred	2020-12-31	$9,722,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,662,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$8,641,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$59,383
Total interest from all sources	2020-12-31	$5,695
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$23,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$59,383
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-8,641,461
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,641,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,621,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,621,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5,695
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$99,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$4,519,773
Income. Dividends from common stock	2020-12-31	$23,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,662,747
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$400,110
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Aggregate proceeds on sale of assets	2020-12-31	$5,571,361
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$4,519,773
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MARKSNELSON
Accountancy firm EIN	2020-12-31	481238645
2019 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$876,657
Total unrealized appreciation/depreciation of assets	2019-12-31	$876,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$17,135
Total income from all sources (including contributions)	2019-12-31	$1,071,246
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$206,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$186,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$8,641,675
Value of total assets at beginning of year	2019-12-31	$7,793,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,560
Total interest from all sources	2019-12-31	$123,959
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$70,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$19,560
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Liabilities. Value of operating payables at end of year	2019-12-31	$214
Liabilities. Value of operating payables at beginning of year	2019-12-31	$6,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$864,860
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,641,461
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,776,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,621,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$825,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$825,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$123,959
Asset value of US Government securities at end of year	2019-12-31	$99,965
Asset value of US Government securities at beginning of year	2019-12-31	$98,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$4,519,773
Assets. Invements in employer securities at beginning of year	2019-12-31	$3,670,087
Income. Dividends from common stock	2019-12-31	$70,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$186,826
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$400,110
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$3,199,631
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$10,235
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MARKSNELSON
Accountancy firm EIN	2019-12-31	481238645
2018 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$500,636
Total unrealized appreciation/depreciation of assets	2018-12-31	$500,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$17,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$57,138
Total income from all sources (including contributions)	2018-12-31	$778,588
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$207,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$189,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$7,793,736
Value of total assets at beginning of year	2018-12-31	$7,262,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,245
Total interest from all sources	2018-12-31	$143,431
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$134,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$17,245
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$125
Liabilities. Value of operating payables at end of year	2018-12-31	$6,900
Total non interest bearing cash at beginning of year	2018-12-31	$159,249
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	$571,368
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,776,601
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,205,233
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$825,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$916,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$916,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$143,431
Asset value of US Government securities at end of year	2018-12-31	$98,547
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
Assets. Invements in employer securities at end of year	2018-12-31	$3,670,087
Assets. Invements in employer securities at beginning of year	2018-12-31	$3,158,858
Employer contributions (assets) at beginning of year	2018-12-31	$500,000
Income. Dividends from common stock	2018-12-31	$134,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$189,975
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$3,199,631
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$2,528,117
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$10,235
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$57,138
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MARKSNELSON
Accountancy firm EIN	2018-12-31	481238645
2017 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$191,663
Total unrealized appreciation/depreciation of assets	2017-12-31	$191,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$57,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$26,881
Total income from all sources (including contributions)	2017-12-31	$1,437,309
Total loss/gain on sale of assets	2017-12-31	$676,777
Total of all expenses incurred	2017-12-31	$75,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$68,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$500,000
Value of total assets at end of year	2017-12-31	$7,262,371
Value of total assets at beginning of year	2017-12-31	$5,870,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,767
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$68,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,934
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$125
Other income not declared elsewhere	2017-12-31	$125
Administrative expenses (other) incurred	2017-12-31	$3,833
Total non interest bearing cash at end of year	2017-12-31	$159,249
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	$1,361,571
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,205,233
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,843,662
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$916,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$55,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$55,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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
Assets. Invements in employer securities at end of year	2017-12-31	$3,158,858
Assets. Invements in employer securities at beginning of year	2017-12-31	$5,364,558
Contributions received in cash from employer	2017-12-31	$500,000
Employer contributions (assets) at end of year	2017-12-31	$500,000
Employer contributions (assets) at beginning of year	2017-12-31	$450,000
Income. Dividends from common stock	2017-12-31	$68,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$68,971
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$2,528,117
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$57,138
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$26,881
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
Aggregate proceeds on sale of assets	2017-12-31	$3,090,752
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$2,413,975
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MILLER HAVILAND KETTER
Accountancy firm EIN	2017-12-31	480958002
2016 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$364,517
Total unrealized appreciation/depreciation of assets	2016-12-31	$364,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$26,881
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	$875,134
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$31,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$31,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$500,000
Value of total assets at end of year	2016-12-31	$5,870,543
Value of total assets at beginning of year	2016-12-31	$5,000,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$10,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
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	$843,621
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,843,662
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,000,041
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$55,985
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
Assets. Invements in employer securities at end of year	2016-12-31	$5,364,558
Contributions received in cash from employer	2016-12-31	$500,000
Employer contributions (assets) at end of year	2016-12-31	$450,000
Employer contributions (assets) at beginning of year	2016-12-31	$5,000,041
Income. Dividends from common stock	2016-12-31	$10,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$31,513
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$26,881
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MILLER HAVILAND KETTER
Accountancy firm EIN	2016-12-31	480958002
2015 : WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	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	$5,000,041
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,000,041
Value of total assets at end of year	2015-12-31	$5,000,041
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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
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	$5,000,041
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,000,041
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
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
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	$5,000,041
Employer contributions (assets) at end of year	2015-12-31	$5,000,041
Did the plan have assets held for investment	2015-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	RBSM, LLP
Accountancy firm EIN	2015-12-31	541821403

Form 5500 Responses for WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2020: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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	Yes
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILBERT FUNERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WILBERT FUNERAL SERVICES, INC.
Employer identification number (EIN):	364128481
NAIC Classification:	339900