THOMAS MILLER MORTUARY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS MILLER MORTUARY INC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
| Total of all active and inactive participants | 2023-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 23 |
| Number of participants with account balances | 2023-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 19 |
| Number of participants with account balances | 2021-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $162,423 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $5,208 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,049 |
| Total plan assets at end of year | 2023-12-31 | $592,365 |
| Total plan assets at beginning of year | 2023-12-31 | $435,150 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $33,255 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $35,805 |
| Other income received | 2023-12-31 | $76,192 |
| Net income (gross income less expenses) | 2023-12-31 | $157,215 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $592,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $435,150 |
| Assets. Value of participant loans | 2023-12-31 | $5,105 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $17,171 |
| Value of corrective distributions | 2023-12-31 | $55 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $2,104 |
| 2022 : THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $25,922 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,839 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,244 |
| Total plan assets at end of year | 2022-12-31 | $435,150 |
| Total plan assets at beginning of year | 2022-12-31 | $414,067 |
| Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $61,235 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $342 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-66,606 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $21,083 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $435,150 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $414,067 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $31,293 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,253 |
| 2021 : THOMAS MILLER MORTUARY INC RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $59,929 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $378 |
| Total plan assets at end of year | 2021-12-31 | $414,067 |
| Total plan assets at beginning of year | 2021-12-31 | $354,516 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $16,195 |
| Other income received | 2021-12-31 | $29,251 |
| Net income (gross income less expenses) | 2021-12-31 | $59,551 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $414,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $354,516 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $14,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $378 |
