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DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN
Plan identification number 001

DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:DONALD E. LEWIS FUNERAL HOME, INC.
Employer identification number (EIN):232932347
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRAD JADLOWIEC
0012011-01-01BRAD JADLOWIEC
0012010-01-01BRAD JADLOWIEC
0012009-01-01MELISSA PETRUZZI-MILLER

Plan Statistics for DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2013: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2013 : DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$55,337
Expenses. Total of all expenses incurred2013-12-31$3,000
Benefits paid (including direct rollovers)2013-12-31$3,000
Total plan assets at end of year2013-12-31$386,808
Total plan assets at beginning of year2013-12-31$334,471
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$32,337
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$52,337
Net plan assets at end of year (total assets less liabilities)2013-12-31$386,808
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$334,471
Total contributions received or receivable from employer(s)2013-12-31$23,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$55,034
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$334,471
Total plan assets at beginning of year2012-12-31$279,437
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$25,034
Net income (gross income less expenses)2012-12-31$55,034
Net plan assets at end of year (total assets less liabilities)2012-12-31$334,471
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$279,437
Total contributions received or receivable from employer(s)2012-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$26,243
Expenses. Total of all expenses incurred2011-12-31$2,711
Benefits paid (including direct rollovers)2011-12-31$2,711
Total plan assets at end of year2011-12-31$279,437
Total plan assets at beginning of year2011-12-31$255,905
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$-3,757
Net income (gross income less expenses)2011-12-31$23,532
Net plan assets at end of year (total assets less liabilities)2011-12-31$279,437
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$255,905
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$52,699
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$255,905
Total plan assets at beginning of year2010-12-31$203,206
Value of fidelity bond covering the plan2010-12-31$30,000
Other income received2010-12-31$22,699
Net income (gross income less expenses)2010-12-31$52,699
Net plan assets at end of year (total assets less liabilities)2010-12-31$255,905
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$203,206
Total contributions received or receivable from employer(s)2010-12-31$30,000

Form 5500 Responses for DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN

2013: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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