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CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CASCADE-OAKS HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CASCADE-OAKS HOLDING COMPANY
Employer identification number (EIN):680404926
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01J. CHARLES IRWIN2015-06-04 J. CHARLES IRWIN2015-06-04
0012013-01-01J. CHARLES IRWIN2014-07-08 J. CHARLES IRWIN2014-07-08
0012012-01-01J. CHARLES IRWIN2013-09-13 J. CHARLES IRWIN2013-09-13
0012011-01-01J. CHARLES IRWIN2012-08-24
0012010-01-01J. CHARLES IRWIN2011-08-16

Plan Statistics for CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0520
Total number of particpants at end of year2025-06-0519
Number of Participants With Account Balances2025-06-0515
2024: CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0324
Total number of particpants at end of year2024-05-0318
Number of Participants With Account Balances2024-05-0313
2022: CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2222
Total number of particpants at end of year2022-07-2221
Number of Participants With Account Balances2022-07-2214

Financial Data on CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-05338415
Net assets as of the end of the plan year2025-06-05455759
Total assets as of the beginning of the plan year2025-06-05618239
Value of plan covered by a fidelity bond2025-06-05125000
Participant contributions to plan in this plan year2025-06-05115403
Value of participant loans at end of plan year2025-06-0519651
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-050
Other income to plan in this plan year2025-06-0552936
Plan net income in this plan year2025-06-05-162480
Net assets as of the end of the plan year2025-06-05455759
Net assets as of the beginning of the plan year2025-06-05618239
Employer contributions to plan in this plan year2025-06-057596
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-051462
2024 : CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-03186172
Net assets as of the end of the plan year2024-05-03618239
Total assets as of the beginning of the plan year2024-05-03627144
Value of plan covered by a fidelity bond2024-05-03125000
Participant contributions to plan in this plan year2024-05-03126690
Value of participant loans at end of plan year2024-05-0325000
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-0341295
Plan net income in this plan year2024-05-03-8905
Net assets as of the end of the plan year2024-05-03618239
Net assets as of the beginning of the plan year2024-05-03627144
Employer contributions to plan in this plan year2024-05-039282
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-030
2022 : CASCADE-OAKS HOLDING COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-227398
Net assets as of the end of the plan year2022-07-22619760
Total assets as of the beginning of the plan year2022-07-22478696
Value of plan covered by a fidelity bond2022-07-22125000
Participant contributions to plan in this plan year2022-07-22104410
Value of participant loans at end of plan year2022-07-221310
Other expenses paid from plan in this plan year2022-07-220
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2236098
Plan net income in this plan year2022-07-22141064
Net assets as of the end of the plan year2022-07-22619760
Net assets as of the beginning of the plan year2022-07-22478696
Employer contributions to plan in this plan year2022-07-227954
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-220

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