401k Plan data: BEERS & STORY, INC. 401(K) PLAN AND TRUST plan

BEERS & STORY, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	BEERS & STORY, INC. 401(K) PLAN AND TRUST
Plan identification number	001

BEERS & STORY, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.

401k Sponsoring company profile

BEERS & STORY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BEERS & STORY, INC.

Employer identification number (EIN): 042522372

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEERS & STORY, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MARC G. GAUDREAU 2021-02-16
001 2019-01-01 MARC G. GAUDREAU 2020-06-24
001 2018-01-01 MARC G. GAUDREAU 2019-06-18
001 2017-01-01 MARC G. GAUDREAU 2018-06-21
001 2016-01-01 MARC G. GAUDREAU 2017-06-07
001 2015-01-01 MARC G. GAUDREAU 2016-06-22
001 2014-01-01 MARC G. GAUDREAU 2015-06-11
001 2013-01-01 MARC G. GAUDREAU 2014-06-26
001 2012-01-01 MARC G. GAUDREAU 2013-06-07
001 2011-01-01 MARC G. GAUDREAU 2012-06-11
001 2010-01-01 MARC G. GAUDREAU 2011-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	MARC G. GAUDREAU	2021-02-16
001	2019-01-01	MARC G. GAUDREAU	2020-06-24
001	2018-01-01	MARC G. GAUDREAU	2019-06-18
001	2017-01-01	MARC G. GAUDREAU	2018-06-21
001	2016-01-01	MARC G. GAUDREAU	2017-06-07
001	2015-01-01	MARC G. GAUDREAU	2016-06-22
001	2014-01-01	MARC G. GAUDREAU	2015-06-11
001	2013-01-01	MARC G. GAUDREAU	2014-06-26
001	2012-01-01	MARC G. GAUDREAU	2013-06-07
001	2011-01-01	MARC G. GAUDREAU	2012-06-11
001	2010-01-01	MARC G. GAUDREAU	2011-06-03

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Company Name:	BEERS & STORY, INC.
Employer identification number (EIN):	042522372
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services