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ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 401k Plan overview

Plan NameROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P
Plan identification number 001

ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P Benefits

401k Plan TypeDefined 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
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:ROBERT W. WAID FUNERAL HOME, INC.
Employer identification number (EIN):251402642
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01ROBERT S. WAID
0012011-07-01ROBERT S. WAID
0012009-07-01ROBERT W. WAID FUNERAL HOME

Plan Statistics for ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P

401k plan membership statisitcs for ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P

Measure Date Value
2016: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-012
Total of all active and inactive participants2016-07-014
Total participants2016-07-014
Number of participants with account balances2016-07-014
2015: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2015 401k membership
Total participants, beginning-of-year2015-07-014
Number of retired or separated participants receiving benefits2015-07-012
Total of all active and inactive participants2015-07-012
Total participants2015-07-012
Number of participants with account balances2015-07-012
2014: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-014
Total participants2013-07-014
Number of participants with account balances2013-07-014
2012: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-014
Total participants2012-07-014
Number of participants with account balances2012-07-014
2011: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Total of all active and inactive participants2011-07-014
Total participants2011-07-014
Number of participants with account balances2011-07-014
2009: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P

Measure Date Value
2017 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2017 401k financial data
Total income from all sources2017-06-30$266,008
Expenses. Total of all expenses incurred2017-06-30$56,310
Benefits paid (including direct rollovers)2017-06-30$33,000
Total plan assets at end of year2017-06-30$1,667,600
Total plan assets at beginning of year2017-06-30$1,457,902
Value of fidelity bond covering the plan2017-06-30$250,000
Expenses. Other expenses not covered elsewhere2017-06-30$1,639
Other income received2017-06-30$228,508
Net income (gross income less expenses)2017-06-30$209,698
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,667,600
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,457,902
Total contributions received or receivable from employer(s)2017-06-30$37,500
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$21,671
2016 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2016 401k financial data
Total income from all sources2016-06-30$34,290
Expenses. Total of all expenses incurred2016-06-30$54,641
Benefits paid (including direct rollovers)2016-06-30$33,000
Total plan assets at end of year2016-06-30$1,457,902
Total plan assets at beginning of year2016-06-30$1,478,253
Value of fidelity bond covering the plan2016-06-30$250,000
Expenses. Other expenses not covered elsewhere2016-06-30$1,303
Other income received2016-06-30$-3,210
Net income (gross income less expenses)2016-06-30$-20,351
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,457,902
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,478,253
Total contributions received or receivable from employer(s)2016-06-30$37,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$20,338
2015 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2015 401k financial data
Total income from all sources2015-06-30$65,801
Expenses. Total of all expenses incurred2015-06-30$59,813
Benefits paid (including direct rollovers)2015-06-30$38,000
Total plan assets at end of year2015-06-30$1,478,253
Total plan assets at beginning of year2015-06-30$1,472,265
Value of fidelity bond covering the plan2015-06-30$250,000
Expenses. Other expenses not covered elsewhere2015-06-30$1,191
Other income received2015-06-30$29,551
Net income (gross income less expenses)2015-06-30$5,988
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,478,253
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,472,265
Total contributions received or receivable from employer(s)2015-06-30$36,250
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$20,622
2014 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2014 401k financial data
Total income from all sources2014-06-30$265,190
Expenses. Total of all expenses incurred2014-06-30$71,674
Benefits paid (including direct rollovers)2014-06-30$50,454
Total plan assets at end of year2014-06-30$1,472,265
Total plan assets at beginning of year2014-06-30$1,278,749
Value of fidelity bond covering the plan2014-06-30$250,000
Expenses. Other expenses not covered elsewhere2014-06-30$1,452
Other income received2014-06-30$228,565
Net income (gross income less expenses)2014-06-30$193,516
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,472,265
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,278,749
Total contributions received or receivable from employer(s)2014-06-30$36,625
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$19,768
2013 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2013 401k financial data
Total income from all sources2013-06-30$212,061
Expenses. Total of all expenses incurred2013-06-30$73,632
Benefits paid (including direct rollovers)2013-06-30$60,797
Total plan assets at end of year2013-06-30$1,278,749
Total plan assets at beginning of year2013-06-30$1,140,320
Value of fidelity bond covering the plan2013-06-30$250,000
Expenses. Other expenses not covered elsewhere2013-06-30$718
Other income received2013-06-30$173,811
Net income (gross income less expenses)2013-06-30$138,429
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,278,749
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,140,320
Total contributions received or receivable from employer(s)2013-06-30$38,250
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$12,117
2012 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2012 401k financial data
Total income from all sources2012-06-30$82,787
Expenses. Total of all expenses incurred2012-06-30$89,249
Total plan assets at end of year2012-06-30$1,140,320
Total plan assets at beginning of year2012-06-30$1,146,782
Value of fidelity bond covering the plan2012-06-30$250,000
Other income received2012-06-30$41,667
Net income (gross income less expenses)2012-06-30$-6,462
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,140,320
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,146,782
Total contributions received or receivable from employer(s)2012-06-30$41,120
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$89,249
2011 : ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 2011 401k financial data
Total income from all sources2011-06-30$201,920
Expenses. Total of all expenses incurred2011-06-30$10,449
Total plan assets at end of year2011-06-30$1,146,782
Total plan assets at beginning of year2011-06-30$955,311
Value of fidelity bond covering the plan2011-06-30$250,000
Other income received2011-06-30$160,045
Net income (gross income less expenses)2011-06-30$191,471
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,146,782
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$955,311
Total contributions received or receivable from employer(s)2011-06-30$41,875
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$10,449

Form 5500 Responses for ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P

2016: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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: ROBERT W. WAID FUNERAL HOME, INC. PROFIT SHARING P 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

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