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WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 401k Plan overview

Plan NameWILSON MILLER FUNERAL HOME PROFIT SHARING PLAN
Plan identification number 001

WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

WILSON MILLER FUNERAL HOME has sponsored the creation of one or more 401k plans.

Company Name:WILSON MILLER FUNERAL HOME
Employer identification number (EIN):382698415
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01CRAIG PICKELMAN2020-03-26
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KYRAN MILLER2015-03-31
0012013-01-01KYRAN MILLER2014-04-14
0012012-01-01KYRAN J. MILLER KYRAN J. MILLER2013-06-13
0012011-01-01KYRAN J. MILLER KYRAN J. MILLER2012-04-03
0012009-01-01KYRAN J. MILLER KYRAN J. MILLER2010-09-15

Plan Statistics for WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN

401k plan membership statisitcs for WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN

Measure Date Value
2012: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN

Measure Date Value
2012 : WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$65,412
Expenses. Total of all expenses incurred2012-12-31$6,554
Total plan assets at end of year2012-12-31$331,614
Total plan assets at beginning of year2012-12-31$272,756
Value of fidelity bond covering the plan2012-12-31$35,000
Other income received2012-12-31$33,123
Net income (gross income less expenses)2012-12-31$58,858
Net plan assets at end of year (total assets less liabilities)2012-12-31$331,614
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$272,756
Total contributions received or receivable from employer(s)2012-12-31$32,289
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,554
2011 : WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,581
Expenses. Total of all expenses incurred2011-12-31$3,905
Total plan assets at end of year2011-12-31$272,756
Total plan assets at beginning of year2011-12-31$264,080
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-17,585
Net income (gross income less expenses)2011-12-31$8,676
Net plan assets at end of year (total assets less liabilities)2011-12-31$272,756
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$264,080
Total contributions received or receivable from employer(s)2011-12-31$30,166
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,905
2010 : WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$28,718
Expenses. Total of all expenses incurred2010-12-31$3,503
Total plan assets at end of year2010-12-31$264,080
Total plan assets at beginning of year2010-12-31$238,865
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$28,718
Net income (gross income less expenses)2010-12-31$25,215
Net plan assets at end of year (total assets less liabilities)2010-12-31$264,080
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$238,865
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,503

Form 5500 Responses for WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN

2012: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILSON MILLER FUNERAL HOME PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83893
Policy instance 1
Insurance contract or identification numberGP83893
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $201
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $700
Amount paid for insurance broker fees201
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP AND MARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker nameI AM, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83893
Policy instance 1
Insurance contract or identification numberGP83893
Number of Individuals Covered3
Insurance policy start date2009-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $650
Total amount of fees paid to insurance companyUSD $206
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83893
Policy instance 1
Insurance contract or identification numberGP83893
Number of Individuals Covered3
Insurance policy start date2008-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $165
Commission paid to Insurance BrokerUSD $583
Amount paid for insurance broker fees165
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameI AM, INC.

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