401k Plan data: STEPHENSONNELSONSMITH FUN HM SPSP plan

STEPHENSONNELSONSMITH FUN HM SPSP 401k Plan overview

Plan Name	STEPHENSONNELSONSMITH FUN HM SPSP
Plan identification number	001

STEPHENSONNELSONSMITH FUN HM SPSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

STEPHENSON NELSON FUNERAL HOME OF AVON PARK, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHENSON NELSON FUNERAL HOME OF AVON PARK, INC.

Employer identification number (EIN): 591059068

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSONNELSONSMITH FUN HM SPSP

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
001 2020-01-01
001 2019-01-01
001 2018-01-01 CRAIG NELSON CRAIG NELSON 2019-07-22
001 2017-01-01 CRAIG NELSON CRAIG NELSON 2018-05-03
001 2016-01-01 CRAIG NELSON CRAIG NELSON 2017-07-20
001 2015-01-01 CRAIG NELSON CRAIG NELSON 2016-06-21
001 2014-01-01 CRAIG NELSON CRAIG NELSON 2015-05-16
001 2013-01-01 CRAIG NELSON CRAIG NELSON 2014-05-14
001 2012-01-01 CRAIG NELSON CRAIG NELSON 2013-04-24
001 2011-01-01 G. B. STEPHENSON CRAIG NELSON 2012-04-27
001 2009-01-01 CRAIG NELSON CRAIG NELSON 2010-06-01
001 2009-01-01 CRAIG NELSON CRAIG NELSON 2010-06-16
001 2009-01-01 CRAIG NELSON CRAIG NELSON 2010-06-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CRAIG NELSON	CRAIG NELSON	2019-07-22
001	2017-01-01	CRAIG NELSON	CRAIG NELSON	2018-05-03
001	2016-01-01	CRAIG NELSON	CRAIG NELSON	2017-07-20
001	2015-01-01	CRAIG NELSON	CRAIG NELSON	2016-06-21
001	2014-01-01	CRAIG NELSON	CRAIG NELSON	2015-05-16
001	2013-01-01	CRAIG NELSON	CRAIG NELSON	2014-05-14
001	2012-01-01	CRAIG NELSON	CRAIG NELSON	2013-04-24
001	2011-01-01	G. B. STEPHENSON	CRAIG NELSON	2012-04-27
001	2009-01-01	CRAIG NELSON	CRAIG NELSON	2010-06-01
001	2009-01-01	CRAIG NELSON	CRAIG NELSON	2010-06-16
001	2009-01-01	CRAIG NELSON	CRAIG NELSON	2010-06-15

Plan Statistics for STEPHENSONNELSONSMITH FUN HM SPSP

401k plan membership statisitcs for STEPHENSONNELSONSMITH FUN HM SPSP

Measure Date Value
2022: STEPHENSONNELSONSMITH FUN HM SPSP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
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 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHENSONNELSONSMITH FUN HM SPSP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEPHENSONNELSONSMITH FUN HM SPSP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEPHENSONNELSONSMITH FUN HM SPSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEPHENSONNELSONSMITH FUN HM SPSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHENSONNELSONSMITH FUN HM SPSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHENSONNELSONSMITH FUN HM SPSP 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 6
Number of retired or separated participants receiving benefits 2016-01-01 2
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHENSONNELSONSMITH FUN HM SPSP 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 7
Number of retired or separated participants receiving benefits 2015-01-01 1
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEPHENSONNELSONSMITH FUN HM SPSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 1
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEPHENSONNELSONSMITH FUN HM SPSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHENSONNELSONSMITH FUN HM SPSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHENSONNELSONSMITH FUN HM SPSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEPHENSONNELSONSMITH FUN HM SPSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2022: STEPHENSONNELSONSMITH FUN HM SPSP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
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	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHENSONNELSONSMITH FUN HM SPSP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEPHENSONNELSONSMITH FUN HM SPSP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEPHENSONNELSONSMITH FUN HM SPSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEPHENSONNELSONSMITH FUN HM SPSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHENSONNELSONSMITH FUN HM SPSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHENSONNELSONSMITH FUN HM SPSP 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	6
Number of retired or separated participants receiving benefits	2016-01-01	2
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHENSONNELSONSMITH FUN HM SPSP 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	7
Number of retired or separated participants receiving benefits	2015-01-01	1
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEPHENSONNELSONSMITH FUN HM SPSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	1
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEPHENSONNELSONSMITH FUN HM SPSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHENSONNELSONSMITH FUN HM SPSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHENSONNELSONSMITH FUN HM SPSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEPHENSONNELSONSMITH FUN HM SPSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	6

Financial Data on STEPHENSONNELSONSMITH FUN HM SPSP

Measure	Date	Value
2022 : STEPHENSONNELSONSMITH FUN HM SPSP 2022 401k financial data
Total income from all sources	2022-12-31	$-125,245
Expenses. Total of all expenses incurred	2022-12-31	$17,000
Benefits paid (including direct rollovers)	2022-12-31	$17,000
Total plan assets at end of year	2022-12-31	$516,098
Total plan assets at beginning of year	2022-12-31	$658,343
Other income received	2022-12-31	$-136,244
Net income (gross income less expenses)	2022-12-31	$-142,245
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$516,098
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$658,343
Total contributions received or receivable from employer(s)	2022-12-31	$10,999
2021 : STEPHENSONNELSONSMITH FUN HM SPSP 2021 401k financial data
Total income from all sources	2021-12-31	$104,231
Expenses. Total of all expenses incurred	2021-12-31	$14,000
Benefits paid (including direct rollovers)	2021-12-31	$14,000
Total plan assets at end of year	2021-12-31	$658,343
Total plan assets at beginning of year	2021-12-31	$568,112
Other income received	2021-12-31	$76,881
Net income (gross income less expenses)	2021-12-31	$90,231
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$658,343
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$568,112
Total contributions received or receivable from employer(s)	2021-12-31	$27,350
2020 : STEPHENSONNELSONSMITH FUN HM SPSP 2020 401k financial data
Total income from all sources	2020-12-31	$93,031
Expenses. Total of all expenses incurred	2020-12-31	$14,000
Benefits paid (including direct rollovers)	2020-12-31	$14,000
Total plan assets at end of year	2020-12-31	$568,112
Total plan assets at beginning of year	2020-12-31	$489,081
Other income received	2020-12-31	$77,813
Net income (gross income less expenses)	2020-12-31	$79,031
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$568,112
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$489,081
Total contributions received or receivable from employer(s)	2020-12-31	$15,218
2019 : STEPHENSONNELSONSMITH FUN HM SPSP 2019 401k financial data
Total income from all sources	2019-12-31	$103,027
Expenses. Total of all expenses incurred	2019-12-31	$34,717
Benefits paid (including direct rollovers)	2019-12-31	$34,717
Total plan assets at end of year	2019-12-31	$489,081
Total plan assets at beginning of year	2019-12-31	$420,771
Other income received	2019-12-31	$83,653
Net income (gross income less expenses)	2019-12-31	$68,310
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$489,081
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$420,771
Total contributions received or receivable from employer(s)	2019-12-31	$19,374
2018 : STEPHENSONNELSONSMITH FUN HM SPSP 2018 401k financial data
Total income from all sources	2018-12-31	$3,259
Expenses. Total of all expenses incurred	2018-12-31	$34,487
Benefits paid (including direct rollovers)	2018-12-31	$34,487
Total plan assets at end of year	2018-12-31	$420,771
Total plan assets at beginning of year	2018-12-31	$451,999
Other income received	2018-12-31	$-24,741
Net income (gross income less expenses)	2018-12-31	$-31,228
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$420,771
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$451,999
Total contributions received or receivable from employer(s)	2018-12-31	$28,000
2017 : STEPHENSONNELSONSMITH FUN HM SPSP 2017 401k financial data
Total income from all sources	2017-12-31	$72,629
Total plan assets at end of year	2017-12-31	$451,999
Total plan assets at beginning of year	2017-12-31	$379,370
Other income received	2017-12-31	$45,568
Net income (gross income less expenses)	2017-12-31	$72,629
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$451,999
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$379,370
Total contributions received or receivable from employer(s)	2017-12-31	$27,061
2016 : STEPHENSONNELSONSMITH FUN HM SPSP 2016 401k financial data
Total income from all sources	2016-12-31	$62,000
Expenses. Total of all expenses incurred	2016-12-31	$34,161
Benefits paid (including direct rollovers)	2016-12-31	$34,161
Total plan assets at end of year	2016-12-31	$379,370
Total plan assets at beginning of year	2016-12-31	$351,531
Other income received	2016-12-31	$28,374
Net income (gross income less expenses)	2016-12-31	$27,839
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$379,370
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$351,531
Total contributions received or receivable from employer(s)	2016-12-31	$33,626
2015 : STEPHENSONNELSONSMITH FUN HM SPSP 2015 401k financial data
Total income from all sources	2015-12-31	$29,313
Total plan assets at end of year	2015-12-31	$351,531
Total plan assets at beginning of year	2015-12-31	$322,218
Other income received	2015-12-31	$-2,897
Net income (gross income less expenses)	2015-12-31	$29,313
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$351,531
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$322,218
Total contributions received or receivable from employer(s)	2015-12-31	$32,210
2014 : STEPHENSONNELSONSMITH FUN HM SPSP 2014 401k financial data
Total income from all sources	2014-12-31	$50,139
Expenses. Total of all expenses incurred	2014-12-31	$89,490
Benefits paid (including direct rollovers)	2014-12-31	$89,490
Total plan assets at end of year	2014-12-31	$322,218
Total plan assets at beginning of year	2014-12-31	$361,569
Other income received	2014-12-31	$21,288
Net income (gross income less expenses)	2014-12-31	$-39,351
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$322,218
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$361,569
Total contributions received or receivable from employer(s)	2014-12-31	$28,851
2013 : STEPHENSONNELSONSMITH FUN HM SPSP 2013 401k financial data
Total income from all sources	2013-12-31	$63,577
Expenses. Total of all expenses incurred	2013-12-31	$67,048
Benefits paid (including direct rollovers)	2013-12-31	$67,048
Total plan assets at end of year	2013-12-31	$361,569
Total plan assets at beginning of year	2013-12-31	$365,040
Other income received	2013-12-31	$25,828
Net income (gross income less expenses)	2013-12-31	$-3,471
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$361,569
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$365,040
Total contributions received or receivable from employer(s)	2013-12-31	$37,749
2012 : STEPHENSONNELSONSMITH FUN HM SPSP 2012 401k financial data
Total income from all sources	2012-12-31	$57,325
Total plan assets at end of year	2012-12-31	$365,040
Total plan assets at beginning of year	2012-12-31	$307,715
Other income received	2012-12-31	$15,780
Net income (gross income less expenses)	2012-12-31	$57,325
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$365,040
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$307,715
Total contributions received or receivable from employer(s)	2012-12-31	$41,545
2011 : STEPHENSONNELSONSMITH FUN HM SPSP 2011 401k financial data
Total income from all sources	2011-12-31	$45,889
Total plan assets at end of year	2011-12-31	$307,715
Total plan assets at beginning of year	2011-12-31	$261,826
Other income received	2011-12-31	$2,464
Net income (gross income less expenses)	2011-12-31	$45,889
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$307,715
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$261,826
Total contributions received or receivable from employer(s)	2011-12-31	$43,425
2010 : STEPHENSONNELSONSMITH FUN HM SPSP 2010 401k financial data
Total income from all sources	2010-12-31	$63,319
Total plan assets at end of year	2010-12-31	$261,826
Total plan assets at beginning of year	2010-12-31	$198,507
Value of fidelity bond covering the plan	2010-12-31	$40,000
Other income received	2010-12-31	$28,504
Net income (gross income less expenses)	2010-12-31	$63,319
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$261,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$198,507
Total contributions received or receivable from employer(s)	2010-12-31	$34,815

Form 5500 Responses for STEPHENSONNELSONSMITH FUN HM SPSP

2022: STEPHENSONNELSONSMITH FUN HM SPSP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHENSONNELSONSMITH FUN HM SPSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHENSONNELSONSMITH FUN HM SPSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHENSONNELSONSMITH FUN HM SPSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHENSONNELSONSMITH FUN HM SPSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHENSONNELSONSMITH FUN HM SPSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHENSONNELSONSMITH FUN HM SPSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHENSONNELSONSMITH FUN HM SPSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHENSONNELSONSMITH FUN HM SPSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHENSONNELSONSMITH FUN HM SPSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHENSONNELSONSMITH FUN HM SPSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHENSONNELSONSMITH FUN HM SPSP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHENSONNELSONSMITH FUN HM SPSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHENSON NELSON FUNERAL HOME OF AVON PARK, INC.
Employer identification number (EIN):	591059068
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services