401k Plan data: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN plan

MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 401k Plan overview

Plan Name	MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN
Plan identification number	002

MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

MCINTIRE, BRADHAM & SLEEK FUNERAL HOME has sponsored the creation of one or more 401k plans.

Company Name: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME

Employer identification number (EIN): 340862352

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MITCHELL SLEEK
002 2023-01-01
002 2023-01-01 MITCHELL C. SLEEK
002 2022-01-01
002 2022-01-01 MITCHELL C SLEEK
002 2021-01-01
002 2021-01-01 MITCHELL C. SLEEK
002 2020-01-01
002 2019-01-01
002 2018-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2019-04-19
002 2017-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2018-06-29
002 2016-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2017-10-10
002 2015-01-01 MITCHELL SLEEK MITCHELL SLEEK 2016-07-25
002 2014-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2015-09-29
002 2013-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2014-08-27
002 2012-01-01 MITCHELL C. SLEEK MITCHELL C. SLEEK 2013-05-29
002 2011-01-01 CLIFFORD A. GREENE CLIFFORD A. GREENE 2012-04-12
002 2010-01-01 CLIFFORD A. GREENE CLIFFORD A. GREENE 2011-03-25
002 2009-01-01 CLIFFORD A. GREENE CLIFFORD A. GREENE 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	MITCHELL SLEEK
002	2023-01-01
002	2023-01-01	MITCHELL C. SLEEK
002	2022-01-01
002	2022-01-01	MITCHELL C SLEEK
002	2021-01-01
002	2021-01-01	MITCHELL C. SLEEK
002	2020-01-01
002	2019-01-01
002	2018-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2019-04-19
002	2017-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2018-06-29
002	2016-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2017-10-10
002	2015-01-01	MITCHELL SLEEK	MITCHELL SLEEK	2016-07-25
002	2014-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2015-09-29
002	2013-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2014-08-27
002	2012-01-01	MITCHELL C. SLEEK	MITCHELL C. SLEEK	2013-05-29
002	2011-01-01	CLIFFORD A. GREENE	CLIFFORD A. GREENE	2012-04-12
002	2010-01-01	CLIFFORD A. GREENE	CLIFFORD A. GREENE	2011-03-25
002	2009-01-01	CLIFFORD A. GREENE	CLIFFORD A. GREENE	2010-06-23

Financial Data on MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN

Measure	Date	Value
2023 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$542,817
Expenses. Total of all expenses incurred	2023-12-31	$3,035
Benefits paid (including direct rollovers)	2023-12-31	$3,035
Total plan assets at end of year	2023-12-31	$2,750,988
Total plan assets at beginning of year	2023-12-31	$2,211,206
Value of fidelity bond covering the plan	2023-12-31	$250,000
Total contributions received or receivable from participants	2023-12-31	$71,975
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$404,294
Net income (gross income less expenses)	2023-12-31	$539,782
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,750,988
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,211,206
Total contributions received or receivable from employer(s)	2023-12-31	$66,548
2022 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-299,944
Expenses. Total of all expenses incurred	2022-12-31	$123,182
Benefits paid (including direct rollovers)	2022-12-31	$123,182
Total plan assets at end of year	2022-12-31	$2,211,206
Total plan assets at beginning of year	2022-12-31	$2,634,332
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$65,847
Other income received	2022-12-31	$-435,776
Net income (gross income less expenses)	2022-12-31	$-423,126
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,211,206
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,634,332
Total contributions received or receivable from employer(s)	2022-12-31	$69,985
2021 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$493,135
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,634,332
Total plan assets at beginning of year	2021-12-31	$2,141,197
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$62,901
Other income received	2021-12-31	$363,891
Net income (gross income less expenses)	2021-12-31	$493,135
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,634,332
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,141,197
Total contributions received or receivable from employer(s)	2021-12-31	$66,343
2020 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$375,526
Expenses. Total of all expenses incurred	2020-12-31	$12,550
Benefits paid (including direct rollovers)	2020-12-31	$12,500
Total plan assets at end of year	2020-12-31	$2,141,197
Total plan assets at beginning of year	2020-12-31	$1,778,221
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$62,641
Other income received	2020-12-31	$248,300
Net income (gross income less expenses)	2020-12-31	$362,976
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,141,197
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,778,221
Total contributions received or receivable from employer(s)	2020-12-31	$64,585
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
2019 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$405,437
Expenses. Total of all expenses incurred	2019-12-31	$5,820
Benefits paid (including direct rollovers)	2019-12-31	$5,820
Total plan assets at end of year	2019-12-31	$1,778,221
Total plan assets at beginning of year	2019-12-31	$1,378,604
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$48,144
Other income received	2019-12-31	$342,241
Net income (gross income less expenses)	2019-12-31	$399,617
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,778,221
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,378,604
Total contributions received or receivable from employer(s)	2019-12-31	$15,052
2018 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-16,448
Expenses. Total of all expenses incurred	2018-12-31	$12,550
Benefits paid (including direct rollovers)	2018-12-31	$12,500
Total plan assets at end of year	2018-12-31	$1,378,604
Total plan assets at beginning of year	2018-12-31	$1,407,602
Value of fidelity bond covering the plan	2018-12-31	$170,000
Total contributions received or receivable from participants	2018-12-31	$45,069
Other income received	2018-12-31	$-74,657
Net income (gross income less expenses)	2018-12-31	$-28,998
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,378,604
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,407,602
Total contributions received or receivable from employer(s)	2018-12-31	$13,140
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
2017 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$370,295
Expenses. Total of all expenses incurred	2017-12-31	$1,780,229
Benefits paid (including direct rollovers)	2017-12-31	$1,780,229
Total plan assets at end of year	2017-12-31	$1,407,602
Total plan assets at beginning of year	2017-12-31	$2,817,536
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$42,276
Other income received	2017-12-31	$265,804
Net income (gross income less expenses)	2017-12-31	$-1,409,934
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,407,602
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,817,536
Total contributions received or receivable from employer(s)	2017-12-31	$62,215
2016 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$386,925
Expenses. Total of all expenses incurred	2016-12-31	$11,258
Benefits paid (including direct rollovers)	2016-12-31	$11,258
Total plan assets at end of year	2016-12-31	$2,817,536
Total plan assets at beginning of year	2016-12-31	$2,441,869
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$42,381
Other income received	2016-12-31	$278,492
Net income (gross income less expenses)	2016-12-31	$375,667
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,817,536
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,441,869
Total contributions received or receivable from employer(s)	2016-12-31	$66,052
2015 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$78,923
Expenses. Total of all expenses incurred	2015-12-31	$4,877
Benefits paid (including direct rollovers)	2015-12-31	$4,827
Total plan assets at end of year	2015-12-31	$2,441,869
Total plan assets at beginning of year	2015-12-31	$2,367,823
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$42,736
Other income received	2015-12-31	$-27,755
Net income (gross income less expenses)	2015-12-31	$74,046
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,441,869
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,367,823
Total contributions received or receivable from employer(s)	2015-12-31	$63,942
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$298,070
Expenses. Total of all expenses incurred	2014-12-31	$6,354
Benefits paid (including direct rollovers)	2014-12-31	$6,354
Total plan assets at end of year	2014-12-31	$2,367,823
Total plan assets at beginning of year	2014-12-31	$2,076,107
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$40,140
Other income received	2014-12-31	$194,144
Net income (gross income less expenses)	2014-12-31	$291,716
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,367,823
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,076,107
Total contributions received or receivable from employer(s)	2014-12-31	$63,786
2013 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$555,437
Expenses. Total of all expenses incurred	2013-12-31	$286,060
Benefits paid (including direct rollovers)	2013-12-31	$286,060
Total plan assets at end of year	2013-12-31	$2,076,107
Total plan assets at beginning of year	2013-12-31	$1,806,730
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$38,727
Other income received	2013-12-31	$454,329
Net income (gross income less expenses)	2013-12-31	$269,377
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,076,107
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,806,730
Total contributions received or receivable from employer(s)	2013-12-31	$62,381
2012 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$290,392
Expenses. Total of all expenses incurred	2012-12-31	$14,500
Benefits paid (including direct rollovers)	2012-12-31	$14,500
Total plan assets at end of year	2012-12-31	$1,806,730
Total plan assets at beginning of year	2012-12-31	$1,530,838
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$37,899
Other income received	2012-12-31	$193,794
Net income (gross income less expenses)	2012-12-31	$275,892
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,806,730
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,530,838
Total contributions received or receivable from employer(s)	2012-12-31	$58,699
2011 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$119,452
Expenses. Total of all expenses incurred	2011-12-31	$22,398
Benefits paid (including direct rollovers)	2011-12-31	$22,398
Total plan assets at end of year	2011-12-31	$1,530,838
Total plan assets at beginning of year	2011-12-31	$1,433,784
Value of fidelity bond covering the plan	2011-12-31	$180,000
Total contributions received or receivable from participants	2011-12-31	$35,923
Other income received	2011-12-31	$17,115
Net income (gross income less expenses)	2011-12-31	$97,054
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,530,838
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,433,784
Total contributions received or receivable from employer(s)	2011-12-31	$66,414
2010 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$233,855
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,433,784
Total plan assets at beginning of year	2010-12-31	$1,199,929
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$32,863
Other income received	2010-12-31	$134,690
Net income (gross income less expenses)	2010-12-31	$233,855
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,433,784
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,199,929
Total contributions received or receivable from employer(s)	2010-12-31	$66,302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN

2023: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCINTIRE, BRADHAM & SLEEK FUNERAL HOME 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50327

Policy instance

Insurance contract or identification number	G50327
Number of Individuals Covered	7
Insurance policy start date	2023-05-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $27,195
Contracts With Unallocated Funds Deposit Administration	1

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50327

Policy instance

Insurance contract or identification number	G50327
Number of Individuals Covered	6
Insurance policy start date	2022-05-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $7,966
Total amount of fees paid to insurance company	USD $18,403

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50327

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811404

Policy instance

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

Company Name:	MCINTIRE, BRADHAM & SLEEK FUNERAL HOME
Employer identification number (EIN):	340862352
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services