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ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 001

ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ROSE & QUESENBERRY FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSE & QUESENBERRY FUNERAL HOME, INC.
Employer identification number (EIN):550391391
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MICHAEL QUESENBERRY2014-04-11
0012011-07-01MICHAEL QUESENBERRY2013-04-15
0012010-07-01MICHAEL QUESENBERRY2012-04-10

Plan Statistics for ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-06-301,668,407
Acturial value of plan assets2023-06-301,668,407
Funding target for retired participants and beneficiaries receiving payment2023-06-301,290,156
Number of terminated vested participants2023-06-301
Fundng target for terminated vested participants2023-06-30386
Active participant vested funding target2023-06-3029,952
Number of active participants2023-06-302
Total funding liabilities for active participants2023-06-3029,952
Total participant count2023-06-305
Total funding target for all participants2023-06-301,320,494
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-307,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-307,777
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-305,600
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-305,407
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-305,407
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-302,102,915
Acturial value of plan assets2022-06-302,102,915
Funding target for retired participants and beneficiaries receiving payment2022-06-302,058,030
Number of terminated vested participants2022-06-301
Fundng target for terminated vested participants2022-06-30256,820
Active participant vested funding target2022-06-30313,562
Number of active participants2022-06-303
Total funding liabilities for active participants2022-06-30313,562
Total participant count2022-06-306
Total funding target for all participants2022-06-302,628,412
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3047,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3049,985
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-3059,311
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3058,263
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-30525,497
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-3050,887
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3050,887
Contributions allocatedtoward minimum required contributions for current year2022-06-3058,263
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-06-302,178,550
Acturial value of plan assets2021-06-302,178,550
Funding target for retired participants and beneficiaries receiving payment2021-06-302,094,749
Number of terminated vested participants2021-06-301
Fundng target for terminated vested participants2021-06-30239,716
Active participant vested funding target2021-06-30292,175
Number of active participants2021-06-303
Total funding liabilities for active participants2021-06-30292,175
Total participant count2021-06-306
Total funding target for all participants2021-06-302,626,640
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-305,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-305,329
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3094,827
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3089,413
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-30448,090
Total funding amount beforereflecting carryover/prefunding balances2021-06-3042,070
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3042,070
Contributions allocatedtoward minimum required contributions for current year2021-06-3089,413
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-302,239,019
Acturial value of plan assets2020-06-302,239,019
Funding target for retired participants and beneficiaries receiving payment2020-06-302,191,176
Number of terminated vested participants2020-06-301
Fundng target for terminated vested participants2020-06-30231,359
Active participant vested funding target2020-06-30353,677
Number of active participants2020-06-305
Total funding liabilities for active participants2020-06-30353,677
Total participant count2020-06-308
Total funding target for all participants2020-06-302,776,212
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30157,828
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30148,424
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30537,193
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30143,367
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30143,367
Contributions allocatedtoward minimum required contributions for current year2020-06-30148,424
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-06-302,271,040
Acturial value of plan assets2019-06-302,271,040
Funding target for retired participants and beneficiaries receiving payment2019-06-302,219,139
Number of terminated vested participants2019-06-301
Fundng target for terminated vested participants2019-06-30214,030
Active participant vested funding target2019-06-30327,057
Number of active participants2019-06-305
Total funding liabilities for active participants2019-06-30327,057
Total participant count2019-06-308
Total funding target for all participants2019-06-302,760,226
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3043,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3046,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30128,762
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30120,310
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-30489,186
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3087,360
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3087,360
Contributions allocatedtoward minimum required contributions for current year2019-06-30120,310
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-06-302,206,844
Acturial value of plan assets2018-06-302,206,844
Funding target for retired participants and beneficiaries receiving payment2018-06-301,113,410
Number of terminated vested participants2018-06-302
Fundng target for terminated vested participants2018-06-30192,888
Active participant vested funding target2018-06-301,318,486
Number of active participants2018-06-306
Total funding liabilities for active participants2018-06-301,319,000
Total participant count2018-06-309
Total funding target for all participants2018-06-302,625,298
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-309,249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-309,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30157,660
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30145,070
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-30418,454
Total funding amount beforereflecting carryover/prefunding balances2018-06-30101,557
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30101,557
Contributions allocatedtoward minimum required contributions for current year2018-06-30145,070
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ROSE & QUESENBERRY FUNERAL HOME, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-06-302,184,926
Acturial value of plan assets2017-06-302,184,926
Funding target for retired participants and beneficiaries receiving payment2017-06-301,118,996
Number of terminated vested participants2017-06-301
Fundng target for terminated vested participants2017-06-30173,641
Active participant vested funding target2017-06-301,216,198
Number of active participants2017-06-307
Total funding liabilities for active participants2017-06-301,218,054
Total participant count2017-06-309
Total funding target for all participants2017-06-302,510,691
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3024,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3026,507
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30104,655
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3094,906
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-30325,765
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3085,657
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3085,657
Contributions allocatedtoward minimum required contributions for current year2017-06-3094,906
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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