401k Plan data: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN plan

WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN
Plan identification number	001

WAGES & SONS FUNERAL HOMES 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.
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

WAGES & SONS FUNERAL HOMES has sponsored the creation of one or more 401k plans.

Company Name: WAGES & SONS FUNERAL HOMES

Employer identification number (EIN): 581293171

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JEFFREY SCOTT WAGES 2022-07-07 JEFFREY SCOTT WAGES 2022-07-07
001 2020-01-01 JEFFREY WAGES 2021-04-18 JEFFREY WAGES 2021-04-18
001 2019-01-01 JEFFREY WAGES 2020-04-16 JEFFREY WAGES 2020-04-16
001 2018-01-01 JOY GORDON 2019-04-25 JOY GORDON 2019-04-25
001 2017-01-01 JEFFREY WAGES JEFFREY WAGES 2018-05-10
001 2016-01-01 JEFFREY WAGES JEFFREY WAGES 2017-06-05
001 2015-01-01 JEFFREY WAGES JEFFREY WAGES 2016-05-24
001 2014-01-01 JEFFREY WAGES JEFFREY WAGES 2015-03-12
001 2013-01-01 JEFFERY WAGES JEFFERY WAGES 2014-06-03
001 2012-01-01 JEFFREY WAGES JEFFREY WAGES 2013-06-20
001 2011-05-15 JEFFREY WAGES JEFFREY WAGES 2012-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	JEFFREY SCOTT WAGES	2022-07-07	JEFFREY SCOTT WAGES	2022-07-07
001	2020-01-01	JEFFREY WAGES	2021-04-18	JEFFREY WAGES	2021-04-18
001	2019-01-01	JEFFREY WAGES	2020-04-16	JEFFREY WAGES	2020-04-16
001	2018-01-01	JOY GORDON	2019-04-25	JOY GORDON	2019-04-25
001	2017-01-01	JEFFREY WAGES		JEFFREY WAGES	2018-05-10
001	2016-01-01	JEFFREY WAGES		JEFFREY WAGES	2017-06-05
001	2015-01-01	JEFFREY WAGES		JEFFREY WAGES	2016-05-24
001	2014-01-01	JEFFREY WAGES		JEFFREY WAGES	2015-03-12
001	2013-01-01	JEFFERY WAGES		JEFFERY WAGES	2014-06-03
001	2012-01-01	JEFFREY WAGES		JEFFREY WAGES	2013-06-20
001	2011-05-15	JEFFREY WAGES		JEFFREY WAGES	2012-07-13

Plan Statistics for WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
2017: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 16
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
2016: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 17
Total participants 2016-01-01 17
2015: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
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 2
Total of all active and inactive participants 2015-01-01 17
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
2014: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
2012: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
2011: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-15 15
Total number of active participants reported on line 7a of the Form 5500 2011-05-15 15
Number of retired or separated participants receiving benefits 2011-05-15 0
Number of other retired or separated participants entitled to future benefits 2011-05-15 0
Total of all active and inactive participants 2011-05-15 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-15 0
Total participants 2011-05-15 15
Number of participants with account balances 2011-05-15 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-15 0

Measure	Date	Value
2022: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
2017: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	16
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
2016: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	17
Total participants	2016-01-01	17
2015: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
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	2
Total of all active and inactive participants	2015-01-01	17
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
2014: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
2012: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
2011: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-15	15
Total number of active participants reported on line 7a of the Form 5500	2011-05-15	15
Number of retired or separated participants receiving benefits	2011-05-15	0
Number of other retired or separated participants entitled to future benefits	2011-05-15	0
Total of all active and inactive participants	2011-05-15	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-15	0
Total participants	2011-05-15	15
Number of participants with account balances	2011-05-15	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-15	0

Financial Data on WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-306,112
Expenses. Total of all expenses incurred	2022-12-31	$123,394
Benefits paid (including direct rollovers)	2022-12-31	$123,394
Total plan assets at end of year	2022-12-31	$1,608,483
Total plan assets at beginning of year	2022-12-31	$2,037,989
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$44,420
Other income received	2022-12-31	$-420,710
Net income (gross income less expenses)	2022-12-31	$-429,506
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,608,483
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,037,989
Total contributions received or receivable from employer(s)	2022-12-31	$70,178
2017 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$341,655
Expenses. Total of all expenses incurred	2017-12-31	$12,229
Benefits paid (including direct rollovers)	2017-12-31	$12,179
Total plan assets at end of year	2017-12-31	$1,066,283
Total plan assets at beginning of year	2017-12-31	$736,857
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$80,407
Other income received	2017-12-31	$157,866
Net income (gross income less expenses)	2017-12-31	$329,426
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,066,283
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$736,857
Total contributions received or receivable from employer(s)	2017-12-31	$103,382
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
2016 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$229,514
Expenses. Total of all expenses incurred	2016-12-31	$7,428
Benefits paid (including direct rollovers)	2016-12-31	$7,428
Total plan assets at end of year	2016-12-31	$736,857
Total plan assets at beginning of year	2016-12-31	$514,771
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$82,140
Other income received	2016-12-31	$39,756
Net income (gross income less expenses)	2016-12-31	$222,086
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$736,857
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$514,771
Total contributions received or receivable from employer(s)	2016-12-31	$107,618
2015 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$175,736
Expenses. Total of all expenses incurred	2015-12-31	$9,809
Benefits paid (including direct rollovers)	2015-12-31	$9,809
Total plan assets at end of year	2015-12-31	$514,771
Total plan assets at beginning of year	2015-12-31	$348,844
Value of fidelity bond covering the plan	2015-12-31	$60,000
Total contributions received or receivable from participants	2015-12-31	$76,322
Other income received	2015-12-31	$-4,859
Net income (gross income less expenses)	2015-12-31	$165,927
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$514,771
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$348,844
Total contributions received or receivable from employer(s)	2015-12-31	$104,273
Value of certain deemed distributions of participant loans	2015-12-31	$0
2014 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$114,323
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$348,844
Total plan assets at beginning of year	2014-12-31	$234,521
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$42,633
Other income received	2014-12-31	$5,707
Net income (gross income less expenses)	2014-12-31	$114,323
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$348,844
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$234,521
Total contributions received or receivable from employer(s)	2014-12-31	$65,983
2013 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,207
Expenses. Total of all expenses incurred	2013-12-31	$5,738
Benefits paid (including direct rollovers)	2013-12-31	$5,738
Total plan assets at end of year	2013-12-31	$234,521
Total plan assets at beginning of year	2013-12-31	$138,052
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$38,751
Other income received	2013-12-31	$36,249
Net income (gross income less expenses)	2013-12-31	$96,469
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$234,521
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$138,052
Total contributions received or receivable from employer(s)	2013-12-31	$27,207
2012 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$84,162
Expenses. Total of all expenses incurred	2012-12-31	$250
Total plan assets at end of year	2012-12-31	$138,052
Total plan assets at beginning of year	2012-12-31	$54,140
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$41,804
Expenses. Other expenses not covered elsewhere	2012-12-31	$250
Other income received	2012-12-31	$12,463
Net income (gross income less expenses)	2012-12-31	$83,912
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$138,052
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$54,140
Total contributions received or receivable from employer(s)	2012-12-31	$29,895
2011 : WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$54,140
Total plan assets at end of year	2011-12-31	$54,140
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$35,857
Other income received	2011-12-31	$-671
Net income (gross income less expenses)	2011-12-31	$54,140
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$54,140
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$18,954

Form 5500 Responses for WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN

2022: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2017: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-15	Type of plan entity	Single employer plan
2011-05-15	First time form 5500 has been submitted	Yes
2011-05-15	Submission has been amended	No
2011-05-15	This submission is the final filing	No
2011-05-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-05-15	Plan is a collectively bargained plan	No
2011-05-15	Plan funding arrangement – Trust	Yes
2011-05-15	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50373

Policy instance

Insurance contract or identification number	G50373
Number of Individuals Covered	12
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,432
Total amount of fees paid to insurance company	USD $16,217
Commission paid to Insurance Broker	USD $5,432
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3
Amount paid for insurance broker fees	16217

Potentially related plans

WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST [EIN = 581883462]

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Company Name:	WAGES & SONS FUNERAL HOMES
Employer identification number (EIN):	581293171
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services