Logo

MEYER BROTHERS 401(K) PLAN & TRUST 401k Plan overview

Plan NameMEYER BROTHERS 401(K) PLAN & TRUST
Plan identification number 002

MEYER BROTHERS 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • 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

MEYER BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEYER BROTHERS, INC.
Employer identification number (EIN):420942598
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEYER BROTHERS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DALE MEYER2024-01-11
0022022-01-01DALE MEYER2023-07-06
0022021-01-01DALE MEYER2022-05-25
0022020-01-01DALE MEYER2021-10-06
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DALE B MEYER2015-10-14
0022013-01-01JESSICA CARMONA2014-09-24
0022012-01-01MARK STEWART2013-07-30
0022011-01-01MIKE HAHN
0022010-01-01JEN PRESTON
0022009-01-01RUBY BOLLIN

Financial Data on MEYER BROTHERS 401(K) PLAN & TRUST

Measure Date Value
2024 : MEYER BROTHERS 401(K) PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-111229840
Net assets as of the end of the plan year2024-01-110
Total assets as of the beginning of the plan year2024-01-111091673
Value of plan covered by a fidelity bond2024-01-11150000
Participant contributions to plan in this plan year2024-01-1124023
Value of participant loans at end of plan year2024-01-110
Other income to plan in this plan year2024-01-11102373
Plan net income in this plan year2024-01-11-1091673
Net assets as of the end of the plan year2024-01-110
Net assets as of the beginning of the plan year2024-01-111091673
Employer contributions to plan in this plan year2024-01-1111771
Fees paid to broker by Benefit Provider2024-01-11188
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-115863
2022 : MEYER BROTHERS 401(K) PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2511732
Net assets as of the end of the plan year2022-05-251187367
Total assets as of the beginning of the plan year2022-05-25936480
Value of plan covered by a fidelity bond2022-05-25150000
Participant contributions to plan in this plan year2022-05-2583923
Value of participant loans at end of plan year2022-05-2531125
Other income to plan in this plan year2022-05-25134833
Plan net income in this plan year2022-05-25250887
Net assets as of the end of the plan year2022-05-251187367
Net assets as of the beginning of the plan year2022-05-25936480
Employer contributions to plan in this plan year2022-05-2543863
Fees paid to broker by Benefit Provider2022-05-25180
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-254226
2011 : MEYER BROTHERS 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$41,375
Expenses. Total of all expenses incurred2011-12-31$7,843
Benefits paid (including direct rollovers)2011-12-31$7,045
Total plan assets at end of year2011-12-31$132,796
Total plan assets at beginning of year2011-12-31$99,264
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$20,679
Expenses. Other expenses not covered elsewhere2011-12-31$798
Other income received2011-12-31$-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 securities2011-12-31$0
2010 : MEYER BROTHERS 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$56,766
Expenses. Total of all expenses incurred2010-12-31$2,681
Benefits paid (including direct rollovers)2010-12-31$2,681
Total plan assets at end of year2010-12-31$99,264
Total plan assets at beginning of year2010-12-31$45,179
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$18,423
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for MEYER BROTHERS 401(K) PLAN & TRUST

2011: MEYER BROTHERS 401(K) PLAN & TRUST 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
2010: MEYER BROTHERS 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEYER BROTHERS 401(K) PLAN & TRUST 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

Potentially related plans

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