401k Plan data: REQUIA RETIREMENT PLAN plan

REQUIA RETIREMENT PLAN 401k Plan overview

Plan Name	REQUIA RETIREMENT PLAN
Plan identification number	001

REQUIA RETIREMENT 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.

401k Sponsoring company profile

WISCONSIN FUNERAL DIRECTORS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN FUNERAL DIRECTORS ASSOCIATION, INC.

Employer identification number (EIN): 390713192

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REQUIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01 KEVIN APFEL 2015-10-12
001 2013-01-01 KEVIN APFEL 2014-10-15
001 2012-01-01 ADAM RASCHKA 2013-10-15
001 2011-01-01 KEVIN J. SEUBERT 2012-10-12
001 2010-01-01 SCOTT PETERSON 2011-10-11
001 2009-01-01 SCOTT PETERSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01	KEVIN APFEL	2015-10-12
001	2013-01-01	KEVIN APFEL	2014-10-15
001	2012-01-01	ADAM RASCHKA	2013-10-15
001	2011-01-01	KEVIN J. SEUBERT	2012-10-12
001	2010-01-01	SCOTT PETERSON	2011-10-11
001	2009-01-01	SCOTT PETERSON

Financial Data on REQUIA RETIREMENT PLAN

Measure	Date	Value
2009 : REQUIA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for REQUIA RETIREMENT PLAN

2009: REQUIA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WISCONSIN FUNERAL DIRECTORS ASSOCIATION, INC.
Employer identification number (EIN):	390713192
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services