Plan Name | MEYER BROTHERS 401(K) PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | MEYER BROTHERS, INC. |
Employer identification number (EIN): | 420942598 |
NAIC Classification: | 812210 |
NAIC Description: | Funeral Homes and Funeral Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | DALE MEYER | 2023-07-06 | ||
002 | 2021-01-01 | DALE MEYER | 2022-05-25 | ||
002 | 2020-01-01 | DALE MEYER | 2021-10-06 | ||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | DALE B MEYER | 2015-10-14 | ||
002 | 2013-01-01 | JESSICA CARMONA | 2014-09-24 | ||
002 | 2012-01-01 | MARK STEWART | 2013-07-30 | ||
002 | 2011-01-01 | MIKE HAHN | |||
002 | 2010-01-01 | JEN PRESTON | |||
002 | 2009-01-01 | RUBY BOLLIN |
Measure | Date | Value |
---|---|---|
2011: MEYER BROTHERS 401(K) PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MEYER BROTHERS 401(K) PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MEYER BROTHERS 401(K) PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : MEYER BROTHERS 401(K) PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $41,375 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,843 |
Benefits paid (including direct rollovers) | 2011-12-31 | $7,045 |
Total plan assets at end of year | 2011-12-31 | $132,796 |
Total plan assets at beginning of year | 2011-12-31 | $99,264 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $20,679 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $798 |
Other income received | 2011-12-31 | $-1,480 |
Net income (gross income less expenses) | 2011-12-31 | $33,532 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $132,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $99,264 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,176 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MEYER BROTHERS 401(K) PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $56,766 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,681 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,681 |
Total plan assets at end of year | 2010-12-31 | $99,264 |
Total plan assets at beginning of year | 2010-12-31 | $45,179 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $18,423 |
Other income received | 2010-12-31 | $10,332 |
Net income (gross income less expenses) | 2010-12-31 | $54,085 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $99,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $45,179 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $28,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : MEYER BROTHERS 401(K) PLAN & TRUST 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 |
2011: MEYER BROTHERS 401(K) PLAN & TRUST 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MEYER BROTHERS 401(K) PLAN & TRUST 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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MEYER BROTHERS 401(K) PLAN & TRUST 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 613953 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 613953 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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