?>
Logo

JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN
Plan identification number 001

JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWELL FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWELL FUNERAL HOME, INC.
Employer identification number (EIN):810422333
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01STUART JEWELL PR FOR L. JEWELL EST2023-01-31 STUART JEWELL PR FOR L. JEWELL EST2023-01-31
0012020-07-01STUART JEWELL PR FOR L. JEWELL EST2022-01-31 STUART JEWELL PR FOR L. JEWELL EST2022-01-31
0012019-07-01STUART JEWELL PR FOR L. JEWELL EST2021-01-27 STUART JEWELL PR FOR L. JEWELL EST2021-01-27
0012018-07-01LEIGHTON A. JEWELL2020-01-20 LEIGHTON A. JEWELL2020-01-20
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01LEIGHTON JEWELL
0012011-07-01LEIGHTON JEWELL
0012009-07-01LEIGHTON JEWELL

Plan Statistics for JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2021: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-010
Total of all active and inactive participants2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
2020: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-011
2019: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011
Total number of active participants reported on line 7a of the Form 55002019-07-011
Total of all active and inactive participants2019-07-011
Total participants2019-07-011
Number of participants with account balances2019-07-011
2018: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011
Total number of active participants reported on line 7a of the Form 55002018-07-011
Total of all active and inactive participants2018-07-011
Total participants2018-07-011
Number of participants with account balances2018-07-011
2017: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-011
Total of all active and inactive participants2017-07-011
Total participants2017-07-011
2016: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-011
Total of all active and inactive participants2016-07-011
Total participants2016-07-011
2015: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-011
Total of all active and inactive participants2015-07-011
Total participants2015-07-011
Number of participants with account balances2015-07-011
2014: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-012
Total participants2014-07-012
Number of participants with account balances2014-07-012
2013: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
Number of participants with account balances2013-07-012
2012: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
Number of participants with account balances2011-07-012
2009: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Total of all active and inactive participants2009-07-012
Total participants2009-07-012
Number of participants with account balances2009-07-012

Financial Data on JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-06-30$-357
Expenses. Total of all expenses incurred2022-06-30$305,537
Benefits paid (including direct rollovers)2022-06-30$304,959
Total plan assets at beginning of year2022-06-30$305,894
Other income received2022-06-30$-357
Net income (gross income less expenses)2022-06-30$-305,894
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$305,894
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$578
2021 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-06-30$66,281
Expenses. Total of all expenses incurred2021-06-30$1,847
Total plan assets at end of year2021-06-30$305,894
Total plan assets at beginning of year2021-06-30$241,460
Other income received2021-06-30$66,281
Net income (gross income less expenses)2021-06-30$64,434
Net plan assets at end of year (total assets less liabilities)2021-06-30$305,894
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$241,460
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$1,847
2020 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$6,329
Expenses. Total of all expenses incurred2020-06-30$1,278
Total plan assets at end of year2020-06-30$241,460
Total plan assets at beginning of year2020-06-30$236,409
Other income received2020-06-30$-2,767
Net income (gross income less expenses)2020-06-30$5,051
Net plan assets at end of year (total assets less liabilities)2020-06-30$241,460
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$236,409
Total contributions received or receivable from employer(s)2020-06-30$9,096
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$1,278
2019 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$21,469
Expenses. Total of all expenses incurred2019-06-30$1,292
Total plan assets at end of year2019-06-30$236,409
Total plan assets at beginning of year2019-06-30$216,232
Other income received2019-06-30$12,373
Net income (gross income less expenses)2019-06-30$20,177
Net plan assets at end of year (total assets less liabilities)2019-06-30$236,409
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$216,232
Total contributions received or receivable from employer(s)2019-06-30$9,096
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$1,292
2018 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$22,643
Expenses. Total of all expenses incurred2018-06-30$1,006
Total plan assets at end of year2018-06-30$216,232
Total plan assets at beginning of year2018-06-30$194,595
Other income received2018-06-30$13,547
Net income (gross income less expenses)2018-06-30$21,637
Net plan assets at end of year (total assets less liabilities)2018-06-30$216,232
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$194,595
Total contributions received or receivable from employer(s)2018-06-30$9,096
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$1,006
2017 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$19,367
Expenses. Total of all expenses incurred2017-06-30$806
Total plan assets at end of year2017-06-30$194,595
Total plan assets at beginning of year2017-06-30$176,034
Other income received2017-06-30$10,271
Net income (gross income less expenses)2017-06-30$18,561
Net plan assets at end of year (total assets less liabilities)2017-06-30$194,595
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$176,034
Total contributions received or receivable from employer(s)2017-06-30$9,096
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$806
2016 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$6,901
Expenses. Total of all expenses incurred2016-06-30$145,358
Benefits paid (including direct rollovers)2016-06-30$144,995
Total plan assets at end of year2016-06-30$176,034
Total plan assets at beginning of year2016-06-30$314,491
Other income received2016-06-30$-2,195
Net income (gross income less expenses)2016-06-30$-138,457
Net plan assets at end of year (total assets less liabilities)2016-06-30$176,034
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$314,491
Total contributions received or receivable from employer(s)2016-06-30$9,096
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$363
2015 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$4,695
Total plan assets at end of year2015-06-30$314,491
Total plan assets at beginning of year2015-06-30$309,796
Other income received2015-06-30$-3,981
Net income (gross income less expenses)2015-06-30$4,695
Net plan assets at end of year (total assets less liabilities)2015-06-30$314,491
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$309,796
Total contributions received or receivable from employer(s)2015-06-30$8,676
2014 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$9,285
Total plan assets at end of year2014-06-30$309,796
Total plan assets at beginning of year2014-06-30$300,511
Other income received2014-06-30$3,337
Net income (gross income less expenses)2014-06-30$9,285
Net plan assets at end of year (total assets less liabilities)2014-06-30$309,796
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$300,511
Total contributions received or receivable from employer(s)2014-06-30$5,948
2013 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$102
Expenses. Total of all expenses incurred2013-06-30$315
Total plan assets at end of year2013-06-30$300,511
Total plan assets at beginning of year2013-06-30$300,724
Other income received2013-06-30$-6,018
Net income (gross income less expenses)2013-06-30$-213
Net plan assets at end of year (total assets less liabilities)2013-06-30$300,511
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$300,724
Total contributions received or receivable from employer(s)2013-06-30$6,120
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$315
2012 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$4,325
Expenses. Total of all expenses incurred2012-06-30$2,455
Total plan assets at end of year2012-06-30$300,724
Total plan assets at beginning of year2012-06-30$298,854
Other income received2012-06-30$-1,155
Net income (gross income less expenses)2012-06-30$1,870
Net plan assets at end of year (total assets less liabilities)2012-06-30$300,724
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$298,854
Total contributions received or receivable from employer(s)2012-06-30$5,480
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$2,455
2011 : JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$31,825
Expenses. Total of all expenses incurred2011-06-30$406
Total plan assets at end of year2011-06-30$298,854
Total plan assets at beginning of year2011-06-30$267,435
Other income received2011-06-30$23,299
Net income (gross income less expenses)2011-06-30$31,419
Net plan assets at end of year (total assets less liabilities)2011-06-30$298,854
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$267,435
Total contributions received or receivable from employer(s)2011-06-30$8,526
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$406

Form 5500 Responses for JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN

2021: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JEWELL FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3