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ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameALEX POPE INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALEX POPE INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEX POPE INC.
Employer identification number (EIN):520940311
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-27
0012022-01-01SHIRLEY HORNER2023-06-30
0012021-01-01SHIRLEY HORNER2022-07-05
0012020-01-01MARIA SEGOVIA2021-07-28
0012019-01-01MARIA SEGOVIA2020-07-21
0012018-01-01MARIA SEGOVIA2019-07-12
0012017-01-01MARIA SEGOVIA2018-06-08
0012016-01-01MARIA SEGOVIA2017-06-28
0012015-01-01MARIA SEGOVIA2016-08-09
0012014-01-01MARIA SEGOVIA2015-09-22
0012013-01-01MARIA SEGOVIA2014-06-27
0012012-01-01ALEX POPE INC.2013-07-08
0012011-01-01ALEX POPE INC.2012-06-08
0012010-01-01ALEX POPE INC.
0012009-01-01MARIA SEGOVIA MARIA SEGOVIA2010-09-24

Financial Data on ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-3033301
Net assets as of the end of the plan year2025-06-30399297
Total assets as of the beginning of the plan year2025-06-30350623
Value of plan covered by a fidelity bond2025-06-3036000
Participant contributions to plan in this plan year2025-06-3048740
Value of participant loans at end of plan year2025-06-3042398
Other income to plan in this plan year2025-06-3033235
Plan net income in this plan year2025-06-3048674
Net assets as of the end of the plan year2025-06-30399297
Net assets as of the beginning of the plan year2025-06-30350623
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30215
2024 : ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-27917
Net assets as of the end of the plan year2024-06-27350623
Total assets as of the beginning of the plan year2024-06-27265063
Value of plan covered by a fidelity bond2024-06-2727000
Participant contributions to plan in this plan year2024-06-2746643
Value of participant loans at end of plan year2024-06-277990
Other income to plan in this plan year2024-06-2739834
Plan net income in this plan year2024-06-2785560
Net assets as of the end of the plan year2024-06-27350623
Net assets as of the beginning of the plan year2024-06-27265063
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-27110
2010 : ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$18,120
Expenses. Total of all expenses incurred2010-12-31$7,080
Benefits paid (including direct rollovers)2010-12-31$7,040
Total plan assets at end of year2010-12-31$51,059
Total plan assets at beginning of year2010-12-31$40,019
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$10,201
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7,919
Net income (gross income less expenses)2010-12-31$11,040
Net plan assets at end of year (total assets less liabilities)2010-12-31$51,059
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$40,019
Assets. Value of participant loans2010-12-31$4,724
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST

2010: ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALEX POPE INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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