HEATH FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEATH FUNERAL HOME, INC. PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : HEATH FUNERAL HOME, INC. PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 382 |
| Net assets as of the end of the plan year | 2025-09-29 | 56172 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 48196 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-29 | 0 |
| Other contributions to plan in this plan year | 2025-09-29 | 0 |
| Other income to plan in this plan year | 2025-09-29 | 1971 |
| Plan net income in this plan year | 2025-09-29 | 7976 |
| Net assets as of the end of the plan year | 2025-09-29 | 56172 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 48196 |
| Employer contributions to plan in this plan year | 2025-09-29 | 6387 |
| Fees paid to broker by Benefit Provider | 2025-09-29 | 162 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 382 |
| 2024 : HEATH FUNERAL HOME, INC. PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 393489 |
| Net assets as of the end of the plan year | 2024-09-27 | 48196 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 426073 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 100000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-27 | 0 |
| Other contributions to plan in this plan year | 2024-09-27 | 0 |
| Other income to plan in this plan year | 2024-09-27 | 6861 |
| Plan net income in this plan year | 2024-09-27 | -377877 |
| Net assets as of the end of the plan year | 2024-09-27 | 48196 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 426073 |
| Employer contributions to plan in this plan year | 2024-09-27 | 8751 |
| Fees paid to broker by Benefit Provider | 2024-09-27 | 1780 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 1800 |
| 2022 : HEATH FUNERAL HOME, INC. PENSION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-19 | 55915 |
| Net assets as of the end of the plan year | 2022-09-19 | 503524 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 511877 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 40000 |
| Other income to plan in this plan year | 2022-09-19 | 17006 |
| Plan net income in this plan year | 2022-09-19 | -8353 |
| Net assets as of the end of the plan year | 2022-09-19 | 503524 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 511877 |
| Employer contributions to plan in this plan year | 2022-09-19 | 30556 |
| Fees paid to broker by Benefit Provider | 2022-09-19 | 1295 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-19 | 4270 |
| 2010 : HEATH FUNERAL HOME, INC. PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $64,449 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $114,614 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $114,482 |
| Total plan assets at end of year | 2010-12-31 | $897,995 |
| Total plan assets at beginning of year | 2010-12-31 | $948,160 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $132 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,615 |
| Other income received | 2010-12-31 | $24,546 |
| Net income (gross income less expenses) | 2010-12-31 | $-50,165 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $897,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $948,160 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $28,288 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $28,288 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $28,288 |
| 2009 : HEATH FUNERAL HOME, INC. PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $30,532 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $30,532 |
| 2010: HEATH FUNERAL HOME, INC. PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HEATH FUNERAL HOME, INC. PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 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 |
