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

Plan NameSELF-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 TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022012-01-01PATRICK MCLAUGHLIN
0022010-01-01PATRICK MCLAUGHLIN
0022009-01-01PATRICK 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-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-010
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 participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
Number of employers contributing to the scheme2010-01-011
2009: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

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 year2012-12-31$0
Total income from all sources2012-12-31$31,599
Expenses. Total of all expenses incurred2012-12-31$164,385
Benefits paid (including direct rollovers)2012-12-31$164,385
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$132,786
Total contributions received or receivable from participants2012-12-31$12,000
Other income received2012-12-31$15,099
Net income (gross income less expenses)2012-12-31$-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 year2010-12-31$0
Total income from all sources2010-12-31$49,578
Expenses. Total of all expenses incurred2010-12-31$256,505
Benefits paid (including direct rollovers)2010-12-31$256,505
Total plan assets at end of year2010-12-31$128,431
Total plan assets at beginning of year2010-12-31$335,358
Total contributions received or receivable from participants2010-12-31$28,500
Other income received2010-12-31$12,828
Net income (gross income less expenses)2010-12-31$-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
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SELF-DIRECTED PROFIT SHARING PLAN DELEWARE CHARTER GUARANTEE AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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