401k Plan data: ALDERSON FUNERAL HOMES PENSION TRUST plan

ALDERSON FUNERAL HOMES PENSION TRUST 401k Plan overview

Plan Name	ALDERSON FUNERAL HOMES PENSION TRUST
Plan identification number	001

ALDERSON FUNERAL HOMES PENSION TRUST Benefits

401k Plan Type

Defined 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

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

Company Name: ALDERSON FUNERAL HOME, INC.

Employer identification number (EIN): 060239150

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALDERSON FUNERAL HOMES PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-06-30 JOHN W. FORD
001 2011-06-30 JOHN W. FORD
001 2009-06-30 JOHN W. FORD

Plan id#	Filing Submission Date	Name of Administrator
001	2012-06-30	JOHN W. FORD
001	2011-06-30	JOHN W. FORD
001	2009-06-30	JOHN W. FORD

Plan Statistics for ALDERSON FUNERAL HOMES PENSION TRUST

401k plan membership statisitcs for ALDERSON FUNERAL HOMES PENSION TRUST

Measure Date Value
2012: ALDERSON FUNERAL HOMES PENSION TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-30 5
Total number of active participants reported on line 7a of the Form 5500 2012-06-30 0
Number of retired or separated participants receiving benefits 2012-06-30 0
Number of other retired or separated participants entitled to future benefits 2012-06-30 0
Total of all active and inactive participants 2012-06-30 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-30 0
Total participants 2012-06-30 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-30 0
2011: ALDERSON FUNERAL HOMES PENSION TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-30 5
Total number of active participants reported on line 7a of the Form 5500 2011-06-30 1
Number of retired or separated participants receiving benefits 2011-06-30 0
Number of other retired or separated participants entitled to future benefits 2011-06-30 4
Total of all active and inactive participants 2011-06-30 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-30 0
Total participants 2011-06-30 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-30 0
2009: ALDERSON FUNERAL HOMES PENSION TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-30 5
Total number of active participants reported on line 7a of the Form 5500 2009-06-30 2
Number of retired or separated participants receiving benefits 2009-06-30 0
Number of other retired or separated participants entitled to future benefits 2009-06-30 3
Total of all active and inactive participants 2009-06-30 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-30 0
Total participants 2009-06-30 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-30 0

Measure	Date	Value
2012: ALDERSON FUNERAL HOMES PENSION TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-30	5
Total number of active participants reported on line 7a of the Form 5500	2012-06-30	0
Number of retired or separated participants receiving benefits	2012-06-30	0
Number of other retired or separated participants entitled to future benefits	2012-06-30	0
Total of all active and inactive participants	2012-06-30	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-30	0
Total participants	2012-06-30	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-30	0
2011: ALDERSON FUNERAL HOMES PENSION TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-30	5
Total number of active participants reported on line 7a of the Form 5500	2011-06-30	1
Number of retired or separated participants receiving benefits	2011-06-30	0
Number of other retired or separated participants entitled to future benefits	2011-06-30	4
Total of all active and inactive participants	2011-06-30	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-30	0
Total participants	2011-06-30	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-30	0
2009: ALDERSON FUNERAL HOMES PENSION TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-30	5
Total number of active participants reported on line 7a of the Form 5500	2009-06-30	2
Number of retired or separated participants receiving benefits	2009-06-30	0
Number of other retired or separated participants entitled to future benefits	2009-06-30	3
Total of all active and inactive participants	2009-06-30	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-30	0
Total participants	2009-06-30	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-30	0

Financial Data on ALDERSON FUNERAL HOMES PENSION TRUST

Measure	Date	Value
2013 : ALDERSON FUNERAL HOMES PENSION TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-06-29	$0
Total plan liabilities at beginning of year	2013-06-29	$0
Total income from all sources	2013-06-29	$14,167
Expenses. Total of all expenses incurred	2013-06-29	$299,065
Benefits paid (including direct rollovers)	2013-06-29	$299,065
Total plan assets at end of year	2013-06-29	$0
Total plan assets at beginning of year	2013-06-29	$284,898
Value of fidelity bond covering the plan	2013-06-29	$30,000
Other income received	2013-06-29	$14,167
Net income (gross income less expenses)	2013-06-29	$-284,898
Net plan assets at end of year (total assets less liabilities)	2013-06-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-06-29	$284,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-29	$0
2012 : ALDERSON FUNERAL HOMES PENSION TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-06-29	$0
Total plan liabilities at beginning of year	2012-06-29	$0
Total income from all sources	2012-06-29	$-14,708
Expenses. Total of all expenses incurred	2012-06-29	$0
Benefits paid (including direct rollovers)	2012-06-29	$0
Total plan assets at end of year	2012-06-29	$284,898
Total plan assets at beginning of year	2012-06-29	$299,606
Value of fidelity bond covering the plan	2012-06-29	$30,000
Other income received	2012-06-29	$-18,443
Net income (gross income less expenses)	2012-06-29	$-14,708
Net plan assets at end of year (total assets less liabilities)	2012-06-29	$284,898
Net plan assets at beginning of year (total assets less liabilities)	2012-06-29	$299,606
Total contributions received or receivable from employer(s)	2012-06-29	$3,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-29	$0
2011 : ALDERSON FUNERAL HOMES PENSION TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-06-29	$0
Total plan liabilities at beginning of year	2011-06-29	$0
Total income from all sources	2011-06-29	$23,110
Expenses. Total of all expenses incurred	2011-06-29	$0
Benefits paid (including direct rollovers)	2011-06-29	$0
Total plan assets at end of year	2011-06-29	$299,606
Total plan assets at beginning of year	2011-06-29	$276,496
Value of fidelity bond covering the plan	2011-06-29	$30,000
Other income received	2011-06-29	$20,256
Net income (gross income less expenses)	2011-06-29	$23,110
Net plan assets at end of year (total assets less liabilities)	2011-06-29	$299,606
Net plan assets at beginning of year (total assets less liabilities)	2011-06-29	$276,496
Total contributions received or receivable from employer(s)	2011-06-29	$2,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-29	$0
2010 : ALDERSON FUNERAL HOMES PENSION TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-29	$0

Form 5500 Responses for ALDERSON FUNERAL HOMES PENSION TRUST

2012: ALDERSON FUNERAL HOMES PENSION TRUST 2012 form 5500 responses
2012-06-30	Type of plan entity	Single employer plan
2012-06-30	Submission has been amended	No
2012-06-30	This submission is the final filing	Yes
2012-06-30	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-30	Plan is a collectively bargained plan	No
2012-06-30	Plan funding arrangement – Insurance	Yes
2012-06-30	Plan funding arrangement – Trust	Yes
2012-06-30	Plan benefit arrangement – Insurance	Yes
2012-06-30	Plan benefit arrangement - Trust	Yes
2011: ALDERSON FUNERAL HOMES PENSION TRUST 2011 form 5500 responses
2011-06-30	Type of plan entity	Single employer plan
2011-06-30	Submission has been amended	No
2011-06-30	This submission is the final filing	No
2011-06-30	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-30	Plan is a collectively bargained plan	No
2011-06-30	Plan funding arrangement – Insurance	Yes
2011-06-30	Plan funding arrangement – Trust	Yes
2011-06-30	Plan benefit arrangement – Insurance	Yes
2011-06-30	Plan benefit arrangement - Trust	Yes
2009: ALDERSON FUNERAL HOMES PENSION TRUST 2009 form 5500 responses
2009-06-30	Type of plan entity	Single employer plan
2009-06-30	Submission has been amended	No
2009-06-30	This submission is the final filing	No
2009-06-30	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-30	Plan is a collectively bargained plan	No
2009-06-30	Plan funding arrangement – Insurance	Yes
2009-06-30	Plan funding arrangement – Trust	Yes
2009-06-30	Plan benefit arrangement – Insurance	Yes
2009-06-30	Plan benefit arrangement - Trust	Yes

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Company Name:	ALDERSON FUNERAL HOME, INC.
Employer identification number (EIN):	060239150
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services