Plan Name | AMUNDSON FAMILY FUNERAL HOME, INC. SAFE HARBOR 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AMUNDSON FAMILY FUNERAL HOME, INC. |
Employer identification number (EIN): | 450354206 |
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 |
---|---|---|---|---|---|
001 | 2022-09-01 | PHILIP E. AMUNDSON | 2024-01-19 | PHILIP E. AMUNDSON | 2024-01-19 |
001 | 2021-09-01 | PHILIP E. AMUNDSON | 2022-12-16 | PHILIP E. AMUNDSON | 2022-12-16 |
001 | 2020-09-01 | PHILIP E. AMUNDSON | 2021-11-02 | PHILIP E. AMUNDSON | 2021-11-02 |
001 | 2019-09-01 | PHILIP E. AMUNDSON | 2020-10-26 | PHILIP E. AMUNDSON | 2020-10-26 |
001 | 2018-09-01 | PHILIP E. AMUNDSON | 2019-10-22 | ||
001 | 2017-09-01 | PHILIP E. AMUNDSON | 2018-11-12 | PHILIP E. AMUNDSON | 2018-11-12 |
001 | 2016-09-01 | PHILIP E. AMUNDSON | 2018-01-09 | ||
001 | 2015-09-01 | PHILIP E. AMUNDSON | 2016-12-06 | PHILIP E. AMUNDSON | 2016-12-06 |
001 | 2014-09-01 | PHILIP E. AMUNDSON | 2016-02-23 | PHILIP E. AMUNDSON | 2016-02-23 |
001 | 2013-09-01 | PHILIP E. AMUNDSON | 2015-05-19 | PHILIP E. AMUNDSON | 2015-05-19 |
001 | 2012-09-01 | PHILIP E. AMUNDSON | 2014-02-19 | PHILIP E. AMUNDSON | 2014-02-19 |
001 | 2011-09-01 | PHILIP AMUNDSON | 2013-01-11 | PHILIP AMUNDSON | 2013-01-11 |
001 | 2009-09-01 | PHILIP E. AMUNDSON |
Measure | Date | Value |
---|---|---|
2009: AMUNDSON FAMILY FUNERAL HOME, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 2 |
Total of all active and inactive participants | 2009-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 4 |
Total participants | 2009-09-01 | 12 |
Number of participants with account balances | 2009-09-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 1 |
Measure | Date | Value |
---|---|---|
2011 : AMUNDSON FAMILY FUNERAL HOME, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-08-31 | $0 |
Total plan liabilities at beginning of year | 2011-08-31 | $0 |
Total income from all sources | 2011-08-31 | $429,231 |
Expenses. Total of all expenses incurred | 2011-08-31 | $34,476 |
Benefits paid (including direct rollovers) | 2011-08-31 | $16,287 |
Total plan assets at end of year | 2011-08-31 | $2,808,280 |
Total plan assets at beginning of year | 2011-08-31 | $2,413,525 |
Value of fidelity bond covering the plan | 2011-08-31 | $160,000 |
Total contributions received or receivable from participants | 2011-08-31 | $33,000 |
Contributions received from other sources (not participants or employers) | 2011-08-31 | $0 |
Other income received | 2011-08-31 | $302,452 |
Net income (gross income less expenses) | 2011-08-31 | $394,755 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $2,808,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $2,413,525 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $93,779 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $18,189 |
2009: AMUNDSON FAMILY FUNERAL HOME, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses | ||
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | INDIVIDUAL | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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