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LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 401k Plan overview

Plan NameLEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP
Plan identification number 001

LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEONARD A. TUROWSKI & SON FH, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEONARD A. TUROWSKI & SON FH, INC.
Employer identification number (EIN):382039587
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-12-01
0012017-12-01
0012016-12-01TODD TUROWSKI TODD TUROWSKI2018-06-22
0012016-12-01 TODD TUROWSKI2019-04-19
0012015-12-01TODD TUROWSKI
0012014-12-01TODD TUROWSKI
0012013-12-01TODD TUROWSKI
0012012-12-01TODD TUROWSKI
0012011-12-01TODD TUROWSKI
0012009-12-01TODD TUROWSKI
0012008-12-01TODD TUROWSKI

Plan Statistics for LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP

401k plan membership statisitcs for LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP

Measure Date Value
2018: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-12-0120
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-010
Number of participants with account balances2018-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
2017: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-12-0120
Total number of active participants reported on line 7a of the Form 55002017-12-0119
Number of retired or separated participants receiving benefits2017-12-011
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-0120
Number of participants with account balances2017-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
2016: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-12-0120
Total number of active participants reported on line 7a of the Form 55002016-12-0112
Number of retired or separated participants receiving benefits2016-12-018
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-0120
Number of participants with account balances2016-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-12-0120
Total number of active participants reported on line 7a of the Form 55002015-12-0113
Number of retired or separated participants receiving benefits2015-12-017
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-0120
Number of participants with account balances2015-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-12-0118
Total number of active participants reported on line 7a of the Form 55002014-12-0114
Number of retired or separated participants receiving benefits2014-12-016
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-0120
Number of participants with account balances2014-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-12-0114
Total number of active participants reported on line 7a of the Form 55002013-12-0116
Number of retired or separated participants receiving benefits2013-12-012
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-0118
Number of participants with account balances2013-12-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-12-0112
Total number of active participants reported on line 7a of the Form 55002012-12-0112
Number of retired or separated participants receiving benefits2012-12-012
Number of other retired or separated participants entitled to future benefits2012-12-010
Total of all active and inactive participants2012-12-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-0114
Number of participants with account balances2012-12-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-12-0113
Total number of active participants reported on line 7a of the Form 55002011-12-019
Number of retired or separated participants receiving benefits2011-12-013
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-0112
Number of participants with account balances2011-12-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2009: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-12-015
Total number of active participants reported on line 7a of the Form 55002009-12-015
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-015
Number of participants with account balances2009-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010
2008: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2008 401k membership
Total participants, beginning-of-year2008-12-015
Total number of active participants reported on line 7a of the Form 55002008-12-015
Number of retired or separated participants receiving benefits2008-12-010
Number of other retired or separated participants entitled to future benefits2008-12-010
Total of all active and inactive participants2008-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-010
Total participants2008-12-015
Number of participants with account balances2008-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-010

Financial Data on LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP

Measure Date Value
2019 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2017 401k financial data
Total income from all sources2017-11-30$303,371
Expenses. Total of all expenses incurred2017-11-30$28,643
Benefits paid (including direct rollovers)2017-11-30$27,037
Total plan assets at end of year2017-11-30$1,326,170
Total plan assets at beginning of year2017-11-30$1,051,442
Total contributions received or receivable from participants2017-11-30$38,966
Other income received2017-11-30$240,858
Net income (gross income less expenses)2017-11-30$274,728
Net plan assets at end of year (total assets less liabilities)2017-11-30$1,326,170
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,051,442
Assets. Value of assets in partnership/joint-venture interests2017-11-30$53,450
Total contributions received or receivable from employer(s)2017-11-30$23,547
Value of certain deemed distributions of participant loans2017-11-30$1,606
2016 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2016 401k financial data
Total income from all sources2016-11-30$92,937
Expenses. Total of all expenses incurred2016-11-30$0
Total plan assets at end of year2016-11-30$1,051,442
Total plan assets at beginning of year2016-11-30$958,505
Total contributions received or receivable from participants2016-11-30$39,194
Other income received2016-11-30$29,350
Net income (gross income less expenses)2016-11-30$92,937
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,051,442
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$958,505
Assets. Value of assets in partnership/joint-venture interests2016-11-30$53,450
Total contributions received or receivable from employer(s)2016-11-30$24,393
2015 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2015 401k financial data
Total income from all sources2015-11-30$66,534
Expenses. Total of all expenses incurred2015-11-30$9
Total plan assets at end of year2015-11-30$958,505
Total plan assets at beginning of year2015-11-30$891,980
Total contributions received or receivable from participants2015-11-30$31,186
Other income received2015-11-30$9,934
Net income (gross income less expenses)2015-11-30$66,525
Net plan assets at end of year (total assets less liabilities)2015-11-30$958,505
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$891,980
Assets. Value of assets in partnership/joint-venture interests2015-11-30$53,450
Total contributions received or receivable from employer(s)2015-11-30$25,414
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$9
2014 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2014 401k financial data
Total income from all sources2014-11-30$108,787
Expenses. Total of all expenses incurred2014-11-30$7,725
Benefits paid (including direct rollovers)2014-11-30$7,725
Total plan assets at end of year2014-11-30$891,980
Total plan assets at beginning of year2014-11-30$790,918
Total contributions received or receivable from participants2014-11-30$38,951
Other income received2014-11-30$44,767
Net income (gross income less expenses)2014-11-30$101,062
Net plan assets at end of year (total assets less liabilities)2014-11-30$891,980
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$790,918
Assets. Value of assets in partnership/joint-venture interests2014-11-30$54,410
Total contributions received or receivable from employer(s)2014-11-30$25,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2013 401k financial data
Total income from all sources2013-11-30$152,211
Expenses. Total of all expenses incurred2013-11-30$8,429
Benefits paid (including direct rollovers)2013-11-30$8,429
Total plan assets at end of year2013-11-30$790,918
Total plan assets at beginning of year2013-11-30$647,136
Total contributions received or receivable from participants2013-11-30$23,539
Other income received2013-11-30$108,791
Net income (gross income less expenses)2013-11-30$143,782
Net plan assets at end of year (total assets less liabilities)2013-11-30$790,918
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$647,136
Assets. Value of assets in partnership/joint-venture interests2013-11-30$138,340
Total contributions received or receivable from employer(s)2013-11-30$19,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2012 401k financial data
Total income from all sources2012-11-30$125,329
Expenses. Total of all expenses incurred2012-11-30$3,559
Benefits paid (including direct rollovers)2012-11-30$3,559
Total plan assets at end of year2012-11-30$647,136
Total plan assets at beginning of year2012-11-30$525,366
Total contributions received or receivable from participants2012-11-30$34,675
Other income received2012-11-30$74,176
Net income (gross income less expenses)2012-11-30$121,770
Net plan assets at end of year (total assets less liabilities)2012-11-30$647,136
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$525,366
Assets. Value of assets in partnership/joint-venture interests2012-11-30$138,340
Total contributions received or receivable from employer(s)2012-11-30$16,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2011 401k financial data
Transfers to/from the plan2011-11-30$174
Total income from all sources2011-11-30$21,608
Expenses. Total of all expenses incurred2011-11-30$1,062
Benefits paid (including direct rollovers)2011-11-30$1,062
Total plan assets at end of year2011-11-30$525,366
Total plan assets at beginning of year2011-11-30$504,646
Total contributions received or receivable from participants2011-11-30$22,847
Other income received2011-11-30$-20,019
Net income (gross income less expenses)2011-11-30$20,546
Net plan assets at end of year (total assets less liabilities)2011-11-30$525,366
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$504,646
Assets. Value of assets in partnership/joint-venture interests2011-11-30$138,340
Total contributions received or receivable from employer(s)2011-11-30$18,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0

Form 5500 Responses for LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP

2018: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: LEONARD A. TUROWSKI & SON FH, INC., I-401(K) PSP 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo
2008-12-01Plan funding arrangement – TrustYes
2008-12-01Plan benefit arrangement - TrustYes

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