401k Plan data: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN plan

STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN
Plan identification number	003

STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: STONE FUNERAL HOME, INC.

Employer identification number (EIN): 381961437

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Additional information about STONE FUNERAL HOME, INC.

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 074482

Legal Registered Office Address: 2098 E. MITCHELL RD. PETOSKEY

United States of America (USA)
49770

More information about STONE FUNERAL HOME, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-10-01
003 2016-10-01
003 2015-10-01
003 2014-10-01
003 2014-10-01
003 2013-10-01 TIM M. LONDO 2015-07-13
003 2012-10-01 TIM M. LONDO 2014-06-27
003 2011-10-01 TIM M. LONDO 2013-07-17
003 2010-10-01 TIMOTHY LONDO 2013-10-01
003 2008-10-01 TIMOTHY LONDO
003 2007-10-01 TIMOTHY LONDO

Plan Statistics for STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-10-01 11
Number of retired or separated participants receiving benefits 2008-10-01 0
Number of other retired or separated participants entitled to future benefits 2008-10-01 0
Total of all active and inactive participants 2008-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-10-01 0
Total participants 2008-10-01 11
Number of participants with account balances 2008-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-10-01 0
2007: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-10-01 11
Number of retired or separated participants receiving benefits 2007-10-01 0
Number of other retired or separated participants entitled to future benefits 2007-10-01 0
Total of all active and inactive participants 2007-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-10-01 0
Total participants 2007-10-01 11
Number of participants with account balances 2007-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-10-01 0

Measure	Date	Value
2008: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-10-01	11
Number of retired or separated participants receiving benefits	2008-10-01	0
Number of other retired or separated participants entitled to future benefits	2008-10-01	0
Total of all active and inactive participants	2008-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-10-01	0
Total participants	2008-10-01	11
Number of participants with account balances	2008-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-10-01	0
2007: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-10-01	11
Number of retired or separated participants receiving benefits	2007-10-01	0
Number of other retired or separated participants entitled to future benefits	2007-10-01	0
Total of all active and inactive participants	2007-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-10-01	0
Total participants	2007-10-01	11
Number of participants with account balances	2007-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-10-01	0

Financial Data on STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2009 : STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources	2009-09-30	$-109,961
Expenses. Total of all expenses incurred	2009-09-30	$1,018,785
Benefits paid (including direct rollovers)	2009-09-30	$1,018,665
Total plan assets at end of year	2009-09-30	$642,315
Total plan assets at beginning of year	2009-09-30	$1,771,061
Value of fidelity bond covering the plan	2009-09-30	$200,000
Total contributions received or receivable from participants	2009-09-30	$27,182
Expenses. Other expenses not covered elsewhere	2009-09-30	$120
Other income received	2009-09-30	$-154,939
Net income (gross income less expenses)	2009-09-30	$-1,128,746
Net plan assets at end of year (total assets less liabilities)	2009-09-30	$642,315
Net plan assets at beginning of year (total assets less liabilities)	2009-09-30	$1,771,061
Assets. Value of participant loans	2009-09-30	$36,237
Total contributions received or receivable from employer(s)	2009-09-30	$17,796
2008 : STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-09-30	$-359,299
Total plan assets at end of year	2008-09-30	$1,771,061
Total plan assets at beginning of year	2008-09-30	$2,130,360
Value of fidelity bond covering the plan	2008-09-30	$200,000
Total contributions received or receivable from participants	2008-09-30	$40,038
Other income received	2008-09-30	$-409,718
Net income (gross income less expenses)	2008-09-30	$-359,299
Net plan assets at end of year (total assets less liabilities)	2008-09-30	$1,771,061
Net plan assets at beginning of year (total assets less liabilities)	2008-09-30	$2,130,360
Total contributions received or receivable from employer(s)	2008-09-30	$10,381

Form 5500 Responses for STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN

2008: STONE FUNERAL HOME 401(K) PROFIT SHARING 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
2008-10-01	Plan funding arrangement – Insurance	Yes
2008-10-01	Plan funding arrangement – Trust	Yes
2008-10-01	Plan benefit arrangement – Insurance	Yes
2007: STONE FUNERAL HOME 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-10-01	Type of plan entity	Single employer plan
2007-10-01	Submission has been amended	No
2007-10-01	This submission is the final filing	No
2007-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-10-01	Plan is a collectively bargained plan	No
2007-10-01	Plan funding arrangement – Insurance	Yes
2007-10-01	Plan funding arrangement – Trust	Yes
2007-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-804589

Policy instance

Insurance contract or identification number	GA-804589
Number of Individuals Covered	11
Insurance policy start date	2008-10-01
Insurance policy end date	2009-09-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,694
Insurance broker organization code?	3
Amount paid for insurance broker fees	1244
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	EDWARD D JONES & CO INSURANCE SVC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-804589

Policy instance

Insurance contract or identification number	GA-804589
Number of Individuals Covered	11
Insurance policy start date	2007-10-01
Insurance policy end date	2008-09-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,397
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO INSURANCE SVCS

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Company Name:	STONE FUNERAL HOME, INC.
Employer identification number (EIN):	381961437
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	074482
Legal Registered Office Address:	2098 E. MITCHELL RD. PETOSKEY United States of America (USA) 49770

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-10-01
003	2016-10-01
003	2015-10-01
003	2014-10-01
003	2014-10-01
003	2013-10-01	TIM M. LONDO	2015-07-13
003	2012-10-01	TIM M. LONDO	2014-06-27
003	2011-10-01	TIM M. LONDO	2013-07-17
003	2010-10-01	TIMOTHY LONDO	2013-10-01
003	2008-10-01	TIMOTHY LONDO
003	2007-10-01	TIMOTHY LONDO