401k Plan data: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN plan

WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 401k Plan overview

Plan Name	WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN
Plan identification number	002

WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHITE CHAPEL MEM. ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WHITE CHAPEL MEM. ASSOCIATION

Employer identification number (EIN): 381166880

NAIC Classification: 812220
NAIC Description: Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 DAVID KRALL 2023-07-07 DAVID KRALL 2023-07-07
002 2020-10-01 DAVID KRALL 2022-07-11 DAVID KRALL 2022-07-11
002 2019-10-01 DAVID KRALL 2021-07-06 DAVID KRALL 2021-07-06
002 2018-10-01 DAVID KRALL 2020-07-13 DAVID KRALL 2020-07-13
002 2017-10-01 DAVID KRALL 2019-07-05 DAVID KRALL 2019-07-05
002 2016-10-01 DAVID KRALL 2018-07-05 DAVID KRALL 2018-07-05
002 2015-10-01 DAVID KRALL 2017-07-11 DAVID KRALL 2017-07-11
002 2014-10-01 DAVID P. KRALL 2016-06-29 DAVID P. KRALL 2016-06-29
002 2013-10-01
002 2012-10-01 DAVID P KRALL 2014-07-11 DAVID P KRALL 2014-07-11
002 2011-10-01 DAVID P KRALL 2013-07-12 DAVID P KRALL 2013-07-12
002 2010-10-01 DAVID P KRALL 2012-07-16 DAVID P KRALL 2012-07-16
002 2009-10-01 DAVID P KRALL DAVID P KRALL 2011-07-15
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	DAVID KRALL	2023-07-07	DAVID KRALL	2023-07-07
002	2020-10-01	DAVID KRALL	2022-07-11	DAVID KRALL	2022-07-11
002	2019-10-01	DAVID KRALL	2021-07-06	DAVID KRALL	2021-07-06
002	2018-10-01	DAVID KRALL	2020-07-13	DAVID KRALL	2020-07-13
002	2017-10-01	DAVID KRALL	2019-07-05	DAVID KRALL	2019-07-05
002	2016-10-01	DAVID KRALL	2018-07-05	DAVID KRALL	2018-07-05
002	2015-10-01	DAVID KRALL	2017-07-11	DAVID KRALL	2017-07-11
002	2014-10-01	DAVID P. KRALL	2016-06-29	DAVID P. KRALL	2016-06-29
002	2013-10-01
002	2012-10-01	DAVID P KRALL	2014-07-11	DAVID P KRALL	2014-07-11
002	2011-10-01	DAVID P KRALL	2013-07-12	DAVID P KRALL	2013-07-12
002	2010-10-01	DAVID P KRALL	2012-07-16	DAVID P KRALL	2012-07-16
002	2009-10-01	DAVID P KRALL		DAVID P KRALL	2011-07-15
002	2008-10-01

Plan Statistics for WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN

401k plan membership statisitcs for WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN

Measure Date Value
2022: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2022 401k membership
Market value of plan assets 2022-09-30 5,262,025
Acturial value of plan assets 2022-09-30 5,262,025
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 1,709,584
Number of terminated vested participants 2022-09-30 9
Fundng target for terminated vested participants 2022-09-30 818,444
Active participant vested funding target 2022-09-30 112,767
Number of active participants 2022-09-30 1
Total funding liabilities for active participants 2022-09-30 112,767
Total participant count 2022-09-30 28
Total funding target for all participants 2022-09-30 2,640,795
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 1,458,068
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 1,458,068
Present value of excess contributions 2022-09-30 68,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 72,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 72,164
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 1,804,495
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 0
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 23,000
Net shortfall amortization installment of oustanding balance 2022-09-30 0
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 0
Additional cash requirement 2022-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-09-30 4,526,059
Acturial value of plan assets 2021-09-30 4,526,059
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 1,678,232
Number of terminated vested participants 2021-09-30 10
Fundng target for terminated vested participants 2021-09-30 804,127
Active participant vested funding target 2021-09-30 104,627
Number of active participants 2021-09-30 1
Total funding liabilities for active participants 2021-09-30 104,627
Total participant count 2021-09-30 28
Total funding target for all participants 2021-09-30 2,586,986
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 1,118,182
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 1,118,182
Present value of excess contributions 2021-09-30 228,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 240,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 240,815
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 1,458,068
Total employer contributions 2021-09-30 75,000
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 68,305
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 23,000
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 68,305
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-09-30 4,084,998
Acturial value of plan assets 2020-09-30 4,084,998
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 1,776,732
Number of terminated vested participants 2020-09-30 12
Fundng target for terminated vested participants 2020-09-30 967,874
Active participant vested funding target 2020-09-30 100,559
Number of active participants 2020-09-30 1
Total funding liabilities for active participants 2020-09-30 100,559
Total participant count 2020-09-30 31
Total funding target for all participants 2020-09-30 2,845,165
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 956,370
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 956,370
Present value of excess contributions 2020-09-30 136,605
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 144,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 144,310
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 1,118,182
Total employer contributions 2020-09-30 250,000
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 228,347
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 15,000
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 0
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 228,347
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-09-30 4,031,726
Acturial value of plan assets 2019-09-30 4,031,726
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 1,779,562
Number of terminated vested participants 2019-09-30 13
Fundng target for terminated vested participants 2019-09-30 922,248
Active participant vested funding target 2019-09-30 236,374
Number of active participants 2019-09-30 2
Total funding liabilities for active participants 2019-09-30 236,374
Total participant count 2019-09-30 32
Total funding target for all participants 2019-09-30 2,938,184
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 1,151,432
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 1,151,432
Present value of excess contributions 2019-09-30 211,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 223,762
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 223,762
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 500,000
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 956,370
Total employer contributions 2019-09-30 150,000
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 136,605
Liquidity shortfalls end of Q1 2019-09-30 0
Liquidity shortfalls end of Q2 2019-09-30 0
Liquidity shortfalls end of Q3 2019-09-30 0
Liquidity shortfalls end of Q4 2019-09-30 0
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 24,423
Net shortfall amortization installment of oustanding balance 2019-09-30 0
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 0
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 2019-09-30 0
Additional cash requirement 2019-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 136,605
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 3,682,784
Acturial value of plan assets 2018-09-30 3,682,784
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 1,654,504
Number of terminated vested participants 2018-09-30 11
Fundng target for terminated vested participants 2018-09-30 805,774
Active participant vested funding target 2018-09-30 275,543
Number of active participants 2018-09-30 3
Total funding liabilities for active participants 2018-09-30 275,543
Total participant count 2018-09-30 31
Total funding target for all participants 2018-09-30 2,735,821
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 825,827
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 825,827
Present value of excess contributions 2018-09-30 225,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 239,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 239,141
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 1,151,432
Total employer contributions 2018-09-30 250,000
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 226,415
Liquidity shortfalls end of Q1 2018-09-30 0
Liquidity shortfalls end of Q2 2018-09-30 0
Liquidity shortfalls end of Q3 2018-09-30 0
Liquidity shortfalls end of Q4 2018-09-30 0
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 15,000
Net shortfall amortization installment of oustanding balance 2018-09-30 -72,152
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 15,000
Carryover balance elected to use to offset funding requirement 2018-09-30 0
Prefunding balance elected to use to offset funding requirement 2018-09-30 0
Additional cash requirement 2018-09-30 15,000
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 226,415
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-30 3,242,977
Acturial value of plan assets 2017-09-30 3,242,977
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 1,530,361
Number of terminated vested participants 2017-09-30 11
Fundng target for terminated vested participants 2017-09-30 780,176
Active participant vested funding target 2017-09-30 347,408
Number of active participants 2017-09-30 4
Total funding liabilities for active participants 2017-09-30 347,408
Total participant count 2017-09-30 32
Total funding target for all participants 2017-09-30 2,657,945
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 554,215
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 554,215
Present value of excess contributions 2017-09-30 208,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 221,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 221,566
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 825,827
Total employer contributions 2017-09-30 300,000
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 269,828
Liquidity shortfalls end of Q1 2017-09-30 0
Liquidity shortfalls end of Q2 2017-09-30 0
Liquidity shortfalls end of Q3 2017-09-30 0
Liquidity shortfalls end of Q4 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 15,000
Net shortfall amortization installment of oustanding balance 2017-09-30 -39,613
Waiver amortization installment 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 44,308
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 44,308
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 269,828
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2009: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 18
Number of retired or separated participants receiving benefits 2009-10-01 11
Number of other retired or separated participants entitled to future benefits 2009-10-01 6
Total of all active and inactive participants 2009-10-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-09-30	5,262,025
Acturial value of plan assets	2022-09-30	5,262,025
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	1,709,584
Number of terminated vested participants	2022-09-30	9
Fundng target for terminated vested participants	2022-09-30	818,444
Active participant vested funding target	2022-09-30	112,767
Number of active participants	2022-09-30	1
Total funding liabilities for active participants	2022-09-30	112,767
Total participant count	2022-09-30	28
Total funding target for all participants	2022-09-30	2,640,795
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	1,458,068
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	1,458,068
Present value of excess contributions	2022-09-30	68,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	72,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	72,164
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	1,804,495
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	0
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	23,000
Net shortfall amortization installment of oustanding balance	2022-09-30	0
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	0
Additional cash requirement	2022-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-09-30	4,526,059
Acturial value of plan assets	2021-09-30	4,526,059
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	1,678,232
Number of terminated vested participants	2021-09-30	10
Fundng target for terminated vested participants	2021-09-30	804,127
Active participant vested funding target	2021-09-30	104,627
Number of active participants	2021-09-30	1
Total funding liabilities for active participants	2021-09-30	104,627
Total participant count	2021-09-30	28
Total funding target for all participants	2021-09-30	2,586,986
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	1,118,182
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	1,118,182
Present value of excess contributions	2021-09-30	228,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	240,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	240,815
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	1,458,068
Total employer contributions	2021-09-30	75,000
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	68,305
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	23,000
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	68,305
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-09-30	4,084,998
Acturial value of plan assets	2020-09-30	4,084,998
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	1,776,732
Number of terminated vested participants	2020-09-30	12
Fundng target for terminated vested participants	2020-09-30	967,874
Active participant vested funding target	2020-09-30	100,559
Number of active participants	2020-09-30	1
Total funding liabilities for active participants	2020-09-30	100,559
Total participant count	2020-09-30	31
Total funding target for all participants	2020-09-30	2,845,165
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	956,370
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	956,370
Present value of excess contributions	2020-09-30	136,605
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	144,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	144,310
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	1,118,182
Total employer contributions	2020-09-30	250,000
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	228,347
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	15,000
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	0
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	228,347
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-09-30	4,031,726
Acturial value of plan assets	2019-09-30	4,031,726
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	1,779,562
Number of terminated vested participants	2019-09-30	13
Fundng target for terminated vested participants	2019-09-30	922,248
Active participant vested funding target	2019-09-30	236,374
Number of active participants	2019-09-30	2
Total funding liabilities for active participants	2019-09-30	236,374
Total participant count	2019-09-30	32
Total funding target for all participants	2019-09-30	2,938,184
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	1,151,432
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	1,151,432
Present value of excess contributions	2019-09-30	211,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	223,762
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	223,762
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	500,000
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	956,370
Total employer contributions	2019-09-30	150,000
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	136,605
Liquidity shortfalls end of Q1	2019-09-30	0
Liquidity shortfalls end of Q2	2019-09-30	0
Liquidity shortfalls end of Q3	2019-09-30	0
Liquidity shortfalls end of Q4	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	24,423
Net shortfall amortization installment of oustanding balance	2019-09-30	0
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	2019-09-30	0
Additional cash requirement	2019-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	136,605
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	3,682,784
Acturial value of plan assets	2018-09-30	3,682,784
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	1,654,504
Number of terminated vested participants	2018-09-30	11
Fundng target for terminated vested participants	2018-09-30	805,774
Active participant vested funding target	2018-09-30	275,543
Number of active participants	2018-09-30	3
Total funding liabilities for active participants	2018-09-30	275,543
Total participant count	2018-09-30	31
Total funding target for all participants	2018-09-30	2,735,821
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	825,827
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	825,827
Present value of excess contributions	2018-09-30	225,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	239,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	239,141
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	1,151,432
Total employer contributions	2018-09-30	250,000
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	226,415
Liquidity shortfalls end of Q1	2018-09-30	0
Liquidity shortfalls end of Q2	2018-09-30	0
Liquidity shortfalls end of Q3	2018-09-30	0
Liquidity shortfalls end of Q4	2018-09-30	0
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	15,000
Net shortfall amortization installment of oustanding balance	2018-09-30	-72,152
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	15,000
Carryover balance elected to use to offset funding requirement	2018-09-30	0
Prefunding balance elected to use to offset funding requirement	2018-09-30	0
Additional cash requirement	2018-09-30	15,000
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	226,415
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-30	3,242,977
Acturial value of plan assets	2017-09-30	3,242,977
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	1,530,361
Number of terminated vested participants	2017-09-30	11
Fundng target for terminated vested participants	2017-09-30	780,176
Active participant vested funding target	2017-09-30	347,408
Number of active participants	2017-09-30	4
Total funding liabilities for active participants	2017-09-30	347,408
Total participant count	2017-09-30	32
Total funding target for all participants	2017-09-30	2,657,945
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	554,215
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	554,215
Present value of excess contributions	2017-09-30	208,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	221,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	221,566
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	825,827
Total employer contributions	2017-09-30	300,000
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	269,828
Liquidity shortfalls end of Q1	2017-09-30	0
Liquidity shortfalls end of Q2	2017-09-30	0
Liquidity shortfalls end of Q3	2017-09-30	0
Liquidity shortfalls end of Q4	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	15,000
Net shortfall amortization installment of oustanding balance	2017-09-30	-39,613
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	44,308
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	44,308
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	269,828
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2009: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	18
Number of retired or separated participants receiving benefits	2009-10-01	11
Number of other retired or separated participants entitled to future benefits	2009-10-01	6
Total of all active and inactive participants	2009-10-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Form 5500 Responses for WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN

2009: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: WHITE CHAPEL MEMORIAL ASSOCIATION UNION PENSION PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	WHITE CHAPEL MEM. ASSOCIATION
Employer identification number (EIN):	381166880
NAIC Classification:	812220
NAIC Description:	Cemeteries and Crematories