401k Plan data: ROBINSON WRIGHT & WEYMER FUNERAL HOME INC. 401(K) RETIREMENT PLAN plan

ROBINSON WRIGHT & WEYMER FUNERAL HOME INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ROBINSON WRIGHT & WEYMER FUNERAL HOME INC. 401(K) RETIREMENT PLAN
Plan identification number	001

ROBINSON WRIGHT & WEYMER FUNERAL HOME INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBINSON WRIGHT & WEYMER FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBINSON WRIGHT & WEYMER FUNERAL HOME, INC.

Employer identification number (EIN): 203753851

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON WRIGHT & WEYMER FUNERAL HOME INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 LORI FULGINITI 2024-09-27
001 2023-01-01 LORI FULGINITI 2024-09-26
001 2022-01-01 LORI FULGINITI 2023-09-29
001 2021-01-01 LORI FULGINITI 2022-07-27
001 2020-01-01 LORI FULGINITI 2021-07-11
001 2019-01-01 LORI FULGINITI 2020-07-20
001 2018-01-01 LORI FULGINITI 2019-09-06
001 2017-01-01 LORI FULGINITI 2018-06-25
001 2016-01-01 LORI FULGINITI 2017-07-14
001 2015-01-01 LORI FULGINITI 2016-09-03
001 2014-01-01 LORI FULGINITI 2015-07-12
001 2013-01-01 LORI FULGINITI 2014-06-27
001 2012-01-01 LORI FULGINITI 2013-05-13
001 2011-01-01 LORI FULGINITI 2012-04-26
001 2010-01-01 LORI FULGINITI 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	LORI FULGINITI	2024-09-27
001	2023-01-01	LORI FULGINITI	2024-09-26
001	2022-01-01	LORI FULGINITI	2023-09-29
001	2021-01-01	LORI FULGINITI	2022-07-27
001	2020-01-01	LORI FULGINITI	2021-07-11
001	2019-01-01	LORI FULGINITI	2020-07-20
001	2018-01-01	LORI FULGINITI	2019-09-06
001	2017-01-01	LORI FULGINITI	2018-06-25
001	2016-01-01	LORI FULGINITI	2017-07-14
001	2015-01-01	LORI FULGINITI	2016-09-03
001	2014-01-01	LORI FULGINITI	2015-07-12
001	2013-01-01	LORI FULGINITI	2014-06-27
001	2012-01-01	LORI FULGINITI	2013-05-13
001	2011-01-01	LORI FULGINITI	2012-04-26
001	2010-01-01	LORI FULGINITI	2011-10-12

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Company Name:	ROBINSON WRIGHT & WEYMER FUNERAL HOME, INC.
Employer identification number (EIN):	203753851
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services