401k Plan data: CARRIAGE SERVICES 401(K) PLAN plan

CARRIAGE SERVICES 401(K) PLAN 401k Plan overview

Plan Name	CARRIAGE SERVICES 401(K) PLAN
Plan identification number	001

CARRIAGE SERVICES 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CARRIAGE FUNERAL HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARRIAGE FUNERAL HOLDINGS, INC.

Employer identification number (EIN): 760339922

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARRIAGE SERVICES 401(K) 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
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAISY BANDA
001 2016-01-01 DAISY BANDA
001 2015-01-01 CYNTHIA SNOW
001 2014-01-01 CYNTHIA SNOW

Plan Statistics for CARRIAGE SERVICES 401(K) PLAN

401k plan membership statisitcs for CARRIAGE SERVICES 401(K) PLAN

Measure Date Value
2022: CARRIAGE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,543
Number of retired or separated participants receiving benefits 2022-01-01 30
Number of other retired or separated participants entitled to future benefits 2022-01-01 484
Total of all active and inactive participants 2022-01-01 3,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 35
Total participants 2022-01-01 3,092
Number of participants with account balances 2022-01-01 2,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 78
2021: CARRIAGE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,834
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,688
Number of retired or separated participants receiving benefits 2021-01-01 29
Number of other retired or separated participants entitled to future benefits 2021-01-01 357
Total of all active and inactive participants 2021-01-01 3,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 37
Total participants 2021-01-01 3,111
Number of participants with account balances 2021-01-01 2,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 56
2020: CARRIAGE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,825
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,391
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 332
Total of all active and inactive participants 2020-01-01 2,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 24
Total participants 2020-01-01 2,753
Number of participants with account balances 2020-01-01 2,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 199
2019: CARRIAGE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,896
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,434
Number of retired or separated participants receiving benefits 2019-01-01 21
Number of other retired or separated participants entitled to future benefits 2019-01-01 306
Total of all active and inactive participants 2019-01-01 2,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 17
Total participants 2019-01-01 2,778
Number of participants with account balances 2019-01-01 2,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 209
2018: CARRIAGE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,985
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,536
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 290
Total of all active and inactive participants 2018-01-01 2,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 18
Total participants 2018-01-01 2,862
Number of participants with account balances 2018-01-01 2,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 266
2017: CARRIAGE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,758
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,489
Number of retired or separated participants receiving benefits 2017-01-01 16
Number of other retired or separated participants entitled to future benefits 2017-01-01 341
Total of all active and inactive participants 2017-01-01 2,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 2,854
Number of participants with account balances 2017-01-01 2,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 254
2016: CARRIAGE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,315
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,466
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 272
Total of all active and inactive participants 2016-01-01 2,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 2,758
Number of participants with account balances 2016-01-01 2,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 257
2015: CARRIAGE SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,085
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,918
Number of retired or separated participants receiving benefits 2015-01-01 15
Number of other retired or separated participants entitled to future benefits 2015-01-01 329
Total of all active and inactive participants 2015-01-01 2,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 2,267
Number of participants with account balances 2015-01-01 2,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 292
2014: CARRIAGE SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,054
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,785
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 280
Total of all active and inactive participants 2014-01-01 2,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 2,085
Number of participants with account balances 2014-01-01 2,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 185

Measure	Date	Value
2022: CARRIAGE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,543
Number of retired or separated participants receiving benefits	2022-01-01	30
Number of other retired or separated participants entitled to future benefits	2022-01-01	484
Total of all active and inactive participants	2022-01-01	3,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	35
Total participants	2022-01-01	3,092
Number of participants with account balances	2022-01-01	2,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	78
2021: CARRIAGE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,834
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,688
Number of retired or separated participants receiving benefits	2021-01-01	29
Number of other retired or separated participants entitled to future benefits	2021-01-01	357
Total of all active and inactive participants	2021-01-01	3,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	37
Total participants	2021-01-01	3,111
Number of participants with account balances	2021-01-01	2,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	56
2020: CARRIAGE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,825
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,391
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	332
Total of all active and inactive participants	2020-01-01	2,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	24
Total participants	2020-01-01	2,753
Number of participants with account balances	2020-01-01	2,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	199
2019: CARRIAGE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,896
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,434
Number of retired or separated participants receiving benefits	2019-01-01	21
Number of other retired or separated participants entitled to future benefits	2019-01-01	306
Total of all active and inactive participants	2019-01-01	2,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	17
Total participants	2019-01-01	2,778
Number of participants with account balances	2019-01-01	2,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	209
2018: CARRIAGE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,985
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,536
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	290
Total of all active and inactive participants	2018-01-01	2,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	18
Total participants	2018-01-01	2,862
Number of participants with account balances	2018-01-01	2,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	266
2017: CARRIAGE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,758
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,489
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	341
Total of all active and inactive participants	2017-01-01	2,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	2,854
Number of participants with account balances	2017-01-01	2,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	254
2016: CARRIAGE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,315
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,466
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	272
Total of all active and inactive participants	2016-01-01	2,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	2,758
Number of participants with account balances	2016-01-01	2,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	257
2015: CARRIAGE SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,085
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,918
Number of retired or separated participants receiving benefits	2015-01-01	15
Number of other retired or separated participants entitled to future benefits	2015-01-01	329
Total of all active and inactive participants	2015-01-01	2,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	2,267
Number of participants with account balances	2015-01-01	2,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	292
2014: CARRIAGE SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,054
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,785
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	280
Total of all active and inactive participants	2014-01-01	2,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	2,085
Number of participants with account balances	2014-01-01	2,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	185

Financial Data on CARRIAGE SERVICES 401(K) PLAN

Measure	Date	Value
2022 : CARRIAGE SERVICES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,853,809
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,463,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,108,986
Expenses. Certain deemed distributions of participant loans	2022-12-31	$183,802
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,786,317
Value of total assets at end of year	2022-12-31	$78,289,957
Value of total assets at beginning of year	2022-12-31	$90,607,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$170,495
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$68,558
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,894,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,894,516
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$769
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,868,980
Participant contributions at end of year	2022-12-31	$1,569,160
Participant contributions at beginning of year	2022-12-31	$1,399,433
Participant contributions at end of year	2022-12-31	$431,101
Participant contributions at beginning of year	2022-12-31	$176,089
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,022,784
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$3,804,807
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,185,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-1,885,622
Administrative expenses (other) incurred	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-12,317,092
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$78,289,957
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$90,607,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$71,402
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$70,150,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$81,956,453
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$68,558
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$3,938,684
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,195,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-16,759,553
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$41,975
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$2,731,425
Employer contributions (assets) at end of year	2022-12-31	$178,175
Employer contributions (assets) at beginning of year	2022-12-31	$74,721
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,108,986
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$98,324
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WARREN AVERETT LLC
Accountancy firm EIN	2022-12-31	454084437
2021 : CARRIAGE SERVICES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$27,043,176
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,681,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,375,428
Expenses. Certain deemed distributions of participant loans	2021-12-31	$100,165
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,974,435
Value of total assets at end of year	2021-12-31	$90,356,239
Value of total assets at beginning of year	2021-12-31	$72,994,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$205,769
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$60,714
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,310,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,310,602
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,117,651
Participant contributions at end of year	2021-12-31	$1,399,433
Participant contributions at beginning of year	2021-12-31	$1,166,748
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$158,767
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,804,807
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,919,799
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$379,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$8,060,284
Administrative expenses (other) incurred	2021-12-31	$156,243
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$69,679,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$17,361,814
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$90,356,239
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$72,994,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$49,526
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$84,769,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$60,714
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$382,250
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,634,975
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$2,166
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$2,477,709
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$69,510
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,375,428
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2021-12-31	760498495
2020 : CARRIAGE SERVICES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$17,495,667
Total of all expenses incurred	2020-12-31	$8,566,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,315,234
Expenses. Certain deemed distributions of participant loans	2020-12-31	$36,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,383,249
Value of total assets at end of year	2020-12-31	$72,994,425
Value of total assets at beginning of year	2020-12-31	$64,065,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$214,863
Total interest from all sources	2020-12-31	$62,592
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,009,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,009,276
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,587,470
Participant contributions at end of year	2020-12-31	$1,166,748
Participant contributions at beginning of year	2020-12-31	$1,152,744
Participant contributions at end of year	2020-12-31	$158,767
Participant contributions at beginning of year	2020-12-31	$83,061
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,919,799
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,429,478
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$639,167
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,868
Other income not declared elsewhere	2020-12-31	$393,060
Administrative expenses (other) incurred	2020-12-31	$174,863
Total non interest bearing cash at end of year	2020-12-31	$69,679,601
Total non interest bearing cash at beginning of year	2020-12-31	$37,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,929,090
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$72,994,425
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$64,065,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$58,289,849
Interest on participant loans	2020-12-31	$62,510
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,952,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$80,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$80,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,605,602
Net investment gain or loss from common/collective trusts	2020-12-31	$41,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,156,612
Employer contributions (assets) at end of year	2020-12-31	$69,510
Employer contributions (assets) at beginning of year	2020-12-31	$38,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,315,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2020-12-31	760498495
2019 : CARRIAGE SERVICES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$19,148,259
Total of all expenses incurred	2019-12-31	$5,419,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,127,403
Expenses. Certain deemed distributions of participant loans	2019-12-31	$464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,495,363
Value of total assets at end of year	2019-12-31	$64,065,335
Value of total assets at beginning of year	2019-12-31	$50,337,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,109
Total interest from all sources	2019-12-31	$64,223
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,142,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,142,664
Administrative expenses professional fees incurred	2019-12-31	$6,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,150,762
Participant contributions at end of year	2019-12-31	$1,152,744
Participant contributions at beginning of year	2019-12-31	$1,242,173
Participant contributions at end of year	2019-12-31	$83,061
Participant contributions at beginning of year	2019-12-31	$5,744
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,429,478
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$732,185
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$287,619
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,390
Other income not declared elsewhere	2019-12-31	$452,488
Administrative expenses (other) incurred	2019-12-31	$245,609
Total non interest bearing cash at end of year	2019-12-31	$37,229
Total non interest bearing cash at beginning of year	2019-12-31	$4,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$13,728,283
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$64,065,335
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,337,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$58,289,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$45,716,084
Interest on participant loans	2019-12-31	$63,616
Value of interest in common/collective trusts at end of year	2019-12-31	$2,952,066
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,547,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$80,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$84,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$84,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,946,982
Net investment gain or loss from common/collective trusts	2019-12-31	$46,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,056,982
Employer contributions (assets) at end of year	2019-12-31	$38,302
Employer contributions (assets) at beginning of year	2019-12-31	$2,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,127,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2019-12-31	760498495
2018 : CARRIAGE SERVICES 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$64,180
Total income from all sources (including contributions)	2018-12-31	$6,064,730
Total of all expenses incurred	2018-12-31	$5,550,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,165,731
Expenses. Certain deemed distributions of participant loans	2018-12-31	$12,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,743,625
Value of total assets at end of year	2018-12-31	$50,337,052
Value of total assets at beginning of year	2018-12-31	$49,758,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$372,135
Total interest from all sources	2018-12-31	$60,745
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,000,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,000,925
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,740,191
Participant contributions at end of year	2018-12-31	$1,242,173
Participant contributions at beginning of year	2018-12-31	$1,142,755
Participant contributions at end of year	2018-12-31	$5,744
Participant contributions at beginning of year	2018-12-31	$4,748
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$732,185
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,063,154
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,932,882
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$392
Other income not declared elsewhere	2018-12-31	$-373,383
Administrative expenses (other) incurred	2018-12-31	$332,135
Total non interest bearing cash at end of year	2018-12-31	$4,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$514,175
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,337,052
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$49,758,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$45,716,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$44,839,254
Interest on participant loans	2018-12-31	$60,581
Value of interest in common/collective trusts at end of year	2018-12-31	$2,547,963
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,689,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$84,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$16,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$16,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,401,318
Net investment gain or loss from common/collective trusts	2018-12-31	$34,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,070,552
Employer contributions (assets) at end of year	2018-12-31	$2,655
Employer contributions (assets) at beginning of year	2018-12-31	$2,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,165,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2018-12-31	760498495
2017 : CARRIAGE SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$13,237,165
Total of all expenses incurred	2017-12-31	$5,145,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,941,187
Expenses. Certain deemed distributions of participant loans	2017-12-31	$39,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,874,154
Value of total assets at end of year	2017-12-31	$49,758,697
Value of total assets at beginning of year	2017-12-31	$41,666,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$164,959
Total interest from all sources	2017-12-31	$42,840
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$668,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$14,665
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,284,060
Participant contributions at end of year	2017-12-31	$1,142,755
Participant contributions at beginning of year	2017-12-31	$933,682
Participant contributions at end of year	2017-12-31	$4,748
Participant contributions at beginning of year	2017-12-31	$4,281
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,063,154
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,412,532
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$765,820
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,360
Other income not declared elsewhere	2017-12-31	$-105,826
Administrative expenses (other) incurred	2017-12-31	$110,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$8,091,853
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,758,697
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$41,666,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$44,839,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,594,543
Interest on participant loans	2017-12-31	$42,799
Value of interest in common/collective trusts at end of year	2017-12-31	$2,689,326
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,586,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$16,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$129,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$129,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,728,608
Net investment gain or loss from common/collective trusts	2017-12-31	$28,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,824,274
Employer contributions (assets) at end of year	2017-12-31	$2,387
Employer contributions (assets) at beginning of year	2017-12-31	$2,130
Income. Dividends from preferred stock	2017-12-31	$668,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,941,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2017-12-31	760498495
2016 : CARRIAGE SERVICES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$9,027,421
Total of all expenses incurred	2016-12-31	$4,561,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,293,902
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,015
Value of total corrective distributions	2016-12-31	$2,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,052,603
Value of total assets at end of year	2016-12-31	$41,666,844
Value of total assets at beginning of year	2016-12-31	$37,201,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$261,008
Total interest from all sources	2016-12-31	$33,620
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$443,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$443,254
Administrative expenses professional fees incurred	2016-12-31	$7,250
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,666,910
Participant contributions at end of year	2016-12-31	$933,682
Participant contributions at beginning of year	2016-12-31	$794,794
Participant contributions at end of year	2016-12-31	$4,281
Participant contributions at beginning of year	2016-12-31	$242,361
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,412,532
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,208,710
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$436,441
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$190,533
Administrative expenses (other) incurred	2016-12-31	$213,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,465,640
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$41,666,844
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,201,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$36,594,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$32,255,934
Interest on participant loans	2016-12-31	$33,620
Value of interest in common/collective trusts at end of year	2016-12-31	$2,586,522
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,430,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$129,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$156,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$156,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,281,725
Net investment gain or loss from common/collective trusts	2016-12-31	$25,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,949,252
Employer contributions (assets) at end of year	2016-12-31	$2,130
Employer contributions (assets) at beginning of year	2016-12-31	$112,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,293,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2016-12-31	760498495
2015 : CARRIAGE SERVICES 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$5,549,955
Total of all expenses incurred	2015-12-31	$3,740,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,458,298
Expenses. Certain deemed distributions of participant loans	2015-12-31	$20,361
Value of total corrective distributions	2015-12-31	$1,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,015,507
Value of total assets at end of year	2015-12-31	$37,201,204
Value of total assets at beginning of year	2015-12-31	$35,391,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$259,758
Total interest from all sources	2015-12-31	$28,727
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$550,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$550,842
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,679,452
Participant contributions at end of year	2015-12-31	$794,794
Participant contributions at beginning of year	2015-12-31	$701,861
Participant contributions at end of year	2015-12-31	$242,361
Participant contributions at beginning of year	2015-12-31	$51,816
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,208,710
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$936,712
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$598,064
Other income not declared elsewhere	2015-12-31	$108,006
Administrative expenses (other) incurred	2015-12-31	$219,758
Total non interest bearing cash at beginning of year	2015-12-31	$20,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,809,563
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$37,201,204
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$35,391,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$32,255,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,106,363
Interest on participant loans	2015-12-31	$28,715
Value of interest in common/collective trusts at end of year	2015-12-31	$2,430,247
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,486,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$156,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$65,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$65,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,149,247
Net investment gain or loss from common/collective trusts	2015-12-31	$-3,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,737,991
Employer contributions (assets) at end of year	2015-12-31	$112,691
Employer contributions (assets) at beginning of year	2015-12-31	$23,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,458,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2015-12-31	760498495
2014 : CARRIAGE SERVICES 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$7,337,720
Total of all expenses incurred	2014-12-31	$4,190,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,129,982
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,624,772
Value of total assets at end of year	2014-12-31	$35,391,641
Value of total assets at beginning of year	2014-12-31	$32,244,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$59,938
Total interest from all sources	2014-12-31	$27,671
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$830,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$829,737
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,260,428
Participant contributions at end of year	2014-12-31	$701,861
Participant contributions at beginning of year	2014-12-31	$717,049
Participant contributions at end of year	2014-12-31	$51,816
Participant contributions at beginning of year	2014-12-31	$82,213
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$936,712
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$788,023
Other income not declared elsewhere	2014-12-31	$-72,109
Administrative expenses (other) incurred	2014-12-31	$49,938
Total non interest bearing cash at end of year	2014-12-31	$20,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,146,725
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,391,641
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,244,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$31,106,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,328,235
Interest on participant loans	2014-12-31	$27,671
Value of interest in common/collective trusts at end of year	2014-12-31	$2,486,132
Value of interest in common/collective trusts at beginning of year	2014-12-31	$17,584,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$65,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$428,820
Net investment gain or loss from common/collective trusts	2014-12-31	$497,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at beginning of year	2014-12-31	$491,545
Contributions received in cash from employer	2014-12-31	$1,576,321
Employer contributions (assets) at end of year	2014-12-31	$23,505
Employer contributions (assets) at beginning of year	2014-12-31	$41,636
Income. Dividends from common stock	2014-12-31	$1,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,129,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN	2014-12-31	760498495

Form 5500 Responses for CARRIAGE SERVICES 401(K) PLAN

2022: CARRIAGE SERVICES 401(K) 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 - Trust	Yes
2021: CARRIAGE SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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: CARRIAGE SERVICES 401(K) PLAN 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

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Company Name:	CARRIAGE FUNERAL HOLDINGS, INC.
Employer identification number (EIN):	760339922
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services