Logo

OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN 401k Plan overview

Plan NameOHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN
Plan identification number 001

OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

OHIO FUNERAL DIRECTORS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:OHIO FUNERAL DIRECTORS INSURANCE TRUST
Employer identification number (EIN):314272225
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01COLIN EVANS2024-07-19
0012022-01-01COLIN EVANS2023-06-22 COLIN EVANS2023-06-22
0012021-01-01COLIN EVANS2022-06-24
0012020-01-01MELISSA SULLIVAN2021-05-26
0012019-01-01MELISSA S SULLIVAN2020-06-25 MELISSA S SULLIVAN2020-06-25
0012018-01-01MELISSA S SULLIVAN2019-05-16 MELISSA S SULLIVAN2019-05-16
0012017-01-01MELISSA S SULLIVAN2018-07-26
0012016-01-01MELISSA S SULLIVAN2017-08-28
0012015-01-01MELISSA SULLIVAN2016-05-24
0012014-01-01MELISSA SULLIVAN2015-07-31
0012013-01-01STEPHEN J GEHLERT2014-05-12
0012012-01-01STEPHEN J GEHLERT2013-06-28 STEPHEN J GEHLERT2013-06-28
0012011-01-01STEPHEN J GEHLERT2012-05-18
0012010-01-01STEPHEN J GEHLERT2011-03-22

Financial Data on OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN

Measure Date Value
2025 : OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-06148472
Net assets as of the end of the plan year2025-05-06704252
Total assets as of the beginning of the plan year2025-05-06625074
Value of plan covered by a fidelity bond2025-05-06250000
Participant contributions to plan in this plan year2025-05-0655486
Other income to plan in this plan year2025-05-06100235
Plan net income in this plan year2025-05-0679178
Net assets as of the end of the plan year2025-05-06704252
Net assets as of the beginning of the plan year2025-05-06625074
Employer contributions to plan in this plan year2025-05-0671929
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-062713
2024 : OHIO FUNERAL DIRECTORS ASSOCIATION 401K PENSION PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-19763881
Net assets as of the end of the plan year2024-07-19625074
Total assets as of the beginning of the plan year2024-07-191136985
Value of plan covered by a fidelity bond2024-07-19250000
Participant contributions to plan in this plan year2024-07-1955219
Other income to plan in this plan year2024-07-19138936
Plan net income in this plan year2024-07-19-511911
Net assets as of the end of the plan year2024-07-19625074
Net assets as of the beginning of the plan year2024-07-191136985
Employer contributions to plan in this plan year2024-07-1957815
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-193761

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1