PAUL FUNERAL HOME, INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2017: PAUL FUNERAL HOME 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PAUL FUNERAL HOME 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PAUL FUNERAL HOME 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PAUL FUNERAL HOME 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PAUL FUNERAL HOME 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PAUL FUNERAL HOME 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PAUL FUNERAL HOME 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: PAUL FUNERAL HOME 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2017 : PAUL FUNERAL HOME 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $116,739 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,147 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,147 |
| Total plan assets at end of year | 2017-12-31 | $526,510 |
| Total plan assets at beginning of year | 2017-12-31 | $412,918 |
| Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $55,778 |
| Other income received | 2017-12-31 | $43,721 |
| Net income (gross income less expenses) | 2017-12-31 | $113,592 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $526,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $412,918 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,240 |
| 2016 : PAUL FUNERAL HOME 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $93,127 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,620 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,570 |
| Total plan assets at end of year | 2016-12-31 | $412,918 |
| Total plan assets at beginning of year | 2016-12-31 | $322,411 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $55,735 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $50 |
| Other income received | 2016-12-31 | $20,731 |
| Net income (gross income less expenses) | 2016-12-31 | $90,507 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $412,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $322,411 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,661 |
| 2015 : PAUL FUNERAL HOME 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $69,380 |
| Total plan assets at end of year | 2015-12-31 | $322,411 |
| Total plan assets at beginning of year | 2015-12-31 | $253,031 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $55,625 |
| Other income received | 2015-12-31 | $-3,420 |
| Net income (gross income less expenses) | 2015-12-31 | $69,380 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $322,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $253,031 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,175 |
| 2014 : PAUL FUNERAL HOME 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $76,552 |
| Total plan assets at end of year | 2014-12-31 | $253,031 |
| Total plan assets at beginning of year | 2014-12-31 | $176,479 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $53,422 |
| Other income received | 2014-12-31 | $7,705 |
| Net income (gross income less expenses) | 2014-12-31 | $76,552 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $253,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $176,479 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,425 |
| 2013 : PAUL FUNERAL HOME 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $45,003 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,045 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $21,995 |
| Total plan assets at end of year | 2013-12-31 | $176,479 |
| Total plan assets at beginning of year | 2013-12-31 | $153,521 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,655 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
| Other income received | 2013-12-31 | $19,693 |
| Net income (gross income less expenses) | 2013-12-31 | $22,958 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $176,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $153,521 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $12,655 |
| 2012 : PAUL FUNERAL HOME 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $41,496 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,210 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $3,210 |
| Total plan assets at end of year | 2012-12-31 | $153,521 |
| Total plan assets at beginning of year | 2012-12-31 | $115,235 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,076 |
| Other income received | 2012-12-31 | $11,344 |
| Net income (gross income less expenses) | 2012-12-31 | $38,286 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $153,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $115,235 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,076 |
| 2011 : PAUL FUNERAL HOME 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $28,711 |
| Total plan assets at end of year | 2011-12-31 | $115,235 |
| Total plan assets at beginning of year | 2011-12-31 | $86,524 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,227 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,491 |
| Other income received | 2011-12-31 | $-2,236 |
| Net income (gross income less expenses) | 2011-12-31 | $28,711 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $115,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $86,524 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,229 |
| 2010 : PAUL FUNERAL HOME 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $48,863 |
| Total plan assets at end of year | 2010-12-31 | $86,524 |
| Total plan assets at beginning of year | 2010-12-31 | $37,661 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,152 |
| Other income received | 2010-12-31 | $5,721 |
| Net income (gross income less expenses) | 2010-12-31 | $48,863 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $86,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,661 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,990 |
| 2017: PAUL FUNERAL HOME 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PAUL FUNERAL HOME 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PAUL FUNERAL HOME 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PAUL FUNERAL HOME 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PAUL FUNERAL HOME 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PAUL FUNERAL HOME 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PAUL FUNERAL HOME 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PAUL FUNERAL HOME 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,294 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,294 | | Additional information about fees paid to insurance broker | KEVIN ZOLTEK CETERA ADVISOR NETWORKS, LLC | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN ZOLTEK |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,306 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,306 | | Additional information about fees paid to insurance broker | KEVIN ZOLTEK CETERA ADVISOR NETWORKS, LLC | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN ZOLTEK |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $957 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $957 | | Additional information about fees paid to insurance broker | KEVIN ZOLTEK CETERA ADVISOR NETWORKS, LLC | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN ZOLTEK |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $818 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $608 | | Additional information about fees paid to insurance broker | KEVIN ZOLTEK WALNUT STREET SECURITIES, INC. | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN ZOLTEK |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $664 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $664 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN ZOLTEK |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $500 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941843-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941843-01 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $274 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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