401k Plan data: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST plan

SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 401k Plan overview

Plan Name	SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST
Plan identification number	002

SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST Benefits

401k Plan Type	Defined 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.

401k Sponsoring company profile

WINBERG MCLAUGHLIN FUNERAL HOME INC has sponsored the creation of one or more 401k plans.

Company Name: WINBERG MCLAUGHLIN FUNERAL HOME INC

Employer identification number (EIN): 391368753

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 PATRICK MCLAUGHLIN
002 2010-01-01 PATRICK MCLAUGHLIN
002 2009-01-01 PATRICK MCLAUGHLIN

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	PATRICK MCLAUGHLIN
002	2010-01-01	PATRICK MCLAUGHLIN
002	2009-01-01	PATRICK MCLAUGHLIN

Plan Statistics for SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST

401k plan membership statisitcs for SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST

Measure Date Value
2012: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
Number of employers contributing to the scheme 2010-01-01 1
2009: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0

Measure	Date	Value
2012: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
Number of employers contributing to the scheme	2010-01-01	1
2009: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0

Financial Data on SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST

Measure	Date	Value
2012 : SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$31,599
Expenses. Total of all expenses incurred	2012-12-31	$164,385
Benefits paid (including direct rollovers)	2012-12-31	$164,385
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$132,786
Total contributions received or receivable from participants	2012-12-31	$12,000
Other income received	2012-12-31	$15,099
Net income (gross income less expenses)	2012-12-31	$-132,786
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$132,786
Total contributions received or receivable from employer(s)	2012-12-31	$4,500
2010 : SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$49,578
Expenses. Total of all expenses incurred	2010-12-31	$256,505
Benefits paid (including direct rollovers)	2010-12-31	$256,505
Total plan assets at end of year	2010-12-31	$128,431
Total plan assets at beginning of year	2010-12-31	$335,358
Total contributions received or receivable from participants	2010-12-31	$28,500
Other income received	2010-12-31	$12,828
Net income (gross income less expenses)	2010-12-31	$-206,927
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$128,431
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$335,358
Total contributions received or receivable from employer(s)	2010-12-31	$8,250

Form 5500 Responses for SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST

2012: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	WINBERG MCLAUGHLIN FUNERAL HOME INC
Employer identification number (EIN):	391368753
NAIC Classification:	812990
NAIC Description:	All Other Personal Services