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ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN
Plan identification number 001

ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 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

401k Sponsoring company profile

ROBERT P. SMITH MORTUARY SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT P. SMITH MORTUARY SERVICE, INC.
Employer identification number (EIN):341520031
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01ANGELA BERWALD2022-11-04
0012020-10-01ANGELA BERWALD2021-11-10
0012019-10-01ANGELA BERWALD2020-12-08
0012018-10-01
0012017-10-01ANGELA BERWALD
0012017-08-01ANGELA BERWALD
0012016-08-01ANGELA BERWALD
0012015-08-01ANGELA BERWALD
0012014-08-01DIANE KRIEG SMITH
0012013-08-01DIANE L. KRIEG SMITH
0012012-08-01DIANE L. KRIEG-SMITH DIANE L. KRIEG-SMITH2014-01-07
0012011-08-01DIANE L. KRIEG-SMITH DIANE L. KRIEG-SMITH2012-12-13
0012010-08-01DIANE L. KRIEG-SMITH DIANE L. KRIEG-SMITH2012-01-27
0012009-08-01DIANE L. KRIEG-SMITH DIANE L. KRIEG-SMITH2011-01-25

Plan Statistics for ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2018: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0122
Total number of active participants reported on line 7a of the Form 55002018-10-0117
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-014
Total of all active and inactive participants2018-10-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0121
Number of participants with account balances2018-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-012
2017: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0120
Total number of active participants reported on line 7a of the Form 55002017-10-0121
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-0122
Total participants2017-10-0122
Number of participants with account balances2017-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Total participants, beginning-of-year2017-08-0120
Total number of active participants reported on line 7a of the Form 55002017-08-0118
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-012
Total of all active and inactive participants2017-08-0120
Total participants2017-08-0120
Number of participants with account balances2017-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0124
Total number of active participants reported on line 7a of the Form 55002016-08-0118
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-012
Total of all active and inactive participants2016-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0120
Number of participants with account balances2016-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0122
Total number of active participants reported on line 7a of the Form 55002015-08-0121
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-013
Total of all active and inactive participants2015-08-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0124
Number of participants with account balances2015-08-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-011
2014: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0121
Total number of active participants reported on line 7a of the Form 55002014-08-0119
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-013
Total of all active and inactive participants2014-08-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0122
Number of participants with account balances2014-08-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-013
2013: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0126
Total number of active participants reported on line 7a of the Form 55002013-08-0120
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-011
Total of all active and inactive participants2013-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0121
Number of participants with account balances2013-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-012
2012: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0122
Total number of active participants reported on line 7a of the Form 55002012-08-0124
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-012
Total of all active and inactive participants2012-08-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-0126
Number of participants with account balances2012-08-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-011
2011: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0123
Total number of active participants reported on line 7a of the Form 55002011-08-0121
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-011
Total of all active and inactive participants2011-08-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0122
Number of participants with account balances2011-08-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-012
2010: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-0126
Total number of active participants reported on line 7a of the Form 55002010-08-0120
Number of retired or separated participants receiving benefits2010-08-012
Number of other retired or separated participants entitled to future benefits2010-08-011
Total of all active and inactive participants2010-08-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-010
Total participants2010-08-0123
Number of participants with account balances2010-08-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-014
2009: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0124
Total number of active participants reported on line 7a of the Form 55002009-08-0121
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-014
Total of all active and inactive participants2009-08-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-0125
Number of participants with account balances2009-08-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-012

Financial Data on ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2019 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$300,190
Expenses. Total of all expenses incurred2019-09-30$125,091
Benefits paid (including direct rollovers)2019-09-30$92,358
Total plan assets at end of year2019-09-30$3,400,366
Total plan assets at beginning of year2019-09-30$3,225,267
Value of fidelity bond covering the plan2019-09-30$300,000
Other income received2019-09-30$131,518
Net income (gross income less expenses)2019-09-30$175,099
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,400,366
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,225,267
Total contributions received or receivable from employer(s)2019-09-30$168,672
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$32,733
2018 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$392,392
Expenses. Total of all expenses incurred2018-09-30$27,846
Benefits paid (including direct rollovers)2018-09-30$3,466
Total plan assets at end of year2018-09-30$3,225,267
Total plan assets at beginning of year2018-09-30$2,860,721
Value of fidelity bond covering the plan2018-09-30$323,000
Other income received2018-09-30$224,332
Net income (gross income less expenses)2018-09-30$364,546
Net plan assets at end of year (total assets less liabilities)2018-09-30$3,225,267
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$2,860,721
Total contributions received or receivable from employer(s)2018-09-30$168,060
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$24,380
2017 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$52,353
Total plan assets at end of year2017-09-30$2,860,721
Total plan assets at beginning of year2017-09-30$2,808,368
Value of fidelity bond covering the plan2017-09-30$250,000
Other income received2017-09-30$52,353
Net income (gross income less expenses)2017-09-30$52,353
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,860,721
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,808,368
Transfers to/from the plan2017-07-31$0
Total plan liabilities at end of year2017-07-31$0
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$431,641
Expenses. Total of all expenses incurred2017-07-31$22,514
Benefits paid (including direct rollovers)2017-07-31$2,212
Total plan assets at end of year2017-07-31$2,808,368
Total plan assets at beginning of year2017-07-31$2,399,241
Value of fidelity bond covering the plan2017-07-31$250,000
Total contributions received or receivable from participants2017-07-31$0
Expenses. Other expenses not covered elsewhere2017-07-31$0
Contributions received from other sources (not participants or employers)2017-07-31$0
Other income received2017-07-31$253,158
Noncash contributions received2017-07-31$0
Net income (gross income less expenses)2017-07-31$409,127
Net plan assets at end of year (total assets less liabilities)2017-07-31$2,808,368
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$2,399,241
Total contributions received or receivable from employer(s)2017-07-31$178,483
Value of certain deemed distributions of participant loans2017-07-31$0
Value of corrective distributions2017-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$20,302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-07-31$0
2016 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-07-31$0
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$110,335
Expenses. Total of all expenses incurred2016-07-31$39,629
Benefits paid (including direct rollovers)2016-07-31$30,211
Total plan assets at end of year2016-07-31$2,399,241
Total plan assets at beginning of year2016-07-31$2,328,535
Value of fidelity bond covering the plan2016-07-31$250,000
Total contributions received or receivable from participants2016-07-31$0
Expenses. Other expenses not covered elsewhere2016-07-31$0
Contributions received from other sources (not participants or employers)2016-07-31$0
Other income received2016-07-31$-32,570
Noncash contributions received2016-07-31$0
Net income (gross income less expenses)2016-07-31$70,706
Net plan assets at end of year (total assets less liabilities)2016-07-31$2,399,241
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$2,328,535
Total contributions received or receivable from employer(s)2016-07-31$142,905
Value of certain deemed distributions of participant loans2016-07-31$0
Value of corrective distributions2016-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$9,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-07-31$0
Total plan liabilities at end of year2015-07-31$0
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$304,397
Expenses. Total of all expenses incurred2015-07-31$18,877
Benefits paid (including direct rollovers)2015-07-31$10,062
Total plan assets at end of year2015-07-31$2,328,535
Total plan assets at beginning of year2015-07-31$2,043,015
Value of fidelity bond covering the plan2015-07-31$200,000
Total contributions received or receivable from participants2015-07-31$0
Expenses. Other expenses not covered elsewhere2015-07-31$0
Contributions received from other sources (not participants or employers)2015-07-31$0
Other income received2015-07-31$159,528
Noncash contributions received2015-07-31$0
Net income (gross income less expenses)2015-07-31$285,520
Net plan assets at end of year (total assets less liabilities)2015-07-31$2,328,535
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$2,043,015
Total contributions received or receivable from employer(s)2015-07-31$144,869
Value of certain deemed distributions of participant loans2015-07-31$0
Value of corrective distributions2015-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$8,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-07-31$0
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$313,416
Expenses. Total of all expenses incurred2014-07-31$7,913
Benefits paid (including direct rollovers)2014-07-31$733
Total plan assets at end of year2014-07-31$2,043,015
Total plan assets at beginning of year2014-07-31$1,737,512
Value of fidelity bond covering the plan2014-07-31$200,000
Total contributions received or receivable from participants2014-07-31$0
Expenses. Other expenses not covered elsewhere2014-07-31$0
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$170,858
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$305,503
Net plan assets at end of year (total assets less liabilities)2014-07-31$2,043,015
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,737,512
Total contributions received or receivable from employer(s)2014-07-31$142,558
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$7,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$174,009
Expenses. Total of all expenses incurred2013-07-31$6,303
Benefits paid (including direct rollovers)2013-07-31$0
Total plan assets at end of year2013-07-31$1,737,512
Total plan assets at beginning of year2013-07-31$1,569,806
Value of fidelity bond covering the plan2013-07-31$200,000
Total contributions received or receivable from participants2013-07-31$0
Expenses. Other expenses not covered elsewhere2013-07-31$0
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$132,805
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$167,706
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,737,512
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,569,806
Total contributions received or receivable from employer(s)2013-07-31$41,204
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$6,303
2012 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-07-31$0
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$136,688
Expenses. Total of all expenses incurred2012-07-31$46,806
Benefits paid (including direct rollovers)2012-07-31$41,013
Total plan assets at end of year2012-07-31$1,569,806
Total plan assets at beginning of year2012-07-31$1,479,924
Value of fidelity bond covering the plan2012-07-31$200,000
Total contributions received or receivable from participants2012-07-31$0
Expenses. Other expenses not covered elsewhere2012-07-31$0
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$-6,786
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$89,882
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,569,806
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,479,924
Total contributions received or receivable from employer(s)2012-07-31$143,474
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$5,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-07-31$0
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$264,988
Expenses. Total of all expenses incurred2011-07-31$14,090
Benefits paid (including direct rollovers)2011-07-31$8,748
Total plan assets at end of year2011-07-31$1,479,924
Total plan assets at beginning of year2011-07-31$1,229,026
Value of fidelity bond covering the plan2011-07-31$165,000
Total contributions received or receivable from participants2011-07-31$0
Expenses. Other expenses not covered elsewhere2011-07-31$0
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$121,760
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$250,898
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,479,924
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,229,026
Total contributions received or receivable from employer(s)2011-07-31$143,228
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$5,342
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN

2018: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2017-08-01Type of plan entitySingle employer plan
2017-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedYes
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2010: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement – InsuranceYes
2010-08-01Plan benefit arrangement - TrustYes
2009: ROBERT P. SMITH MORTUARY SERVICE, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered22
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered20
Insurance policy start date2017-08-01
Insurance policy end date2017-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered24
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered22
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered21
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered26
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered22
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number8100626032
Policy instance 1
Insurance contract or identification number8100626032
Number of Individuals Covered23
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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