401k Plan data: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN plan

NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN
Plan identification number	001

NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.

401k Sponsoring company profile

NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC.

Employer identification number (EIN): 480979431

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2019-06-21
001 2017-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2018-05-22
001 2016-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2017-07-12
001 2015-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2016-06-03
001 2014-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2015-05-15
001 2013-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2014-06-17
001 2012-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2013-06-21
001 2011-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2012-07-06
001 2009-01-01 J. CHRIS SCHWENSEN J. CHRIS SCHWENSEN 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2019-06-21
001	2017-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2018-05-22
001	2016-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2017-07-12
001	2015-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2016-06-03
001	2014-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2015-05-15
001	2013-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2014-06-17
001	2012-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2013-06-21
001	2011-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2012-07-06
001	2009-01-01	J. CHRIS SCHWENSEN	J. CHRIS SCHWENSEN	2010-06-23

Plan Statistics for NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2023: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
2022: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Total of all active and inactive participants 2022-01-01 5
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
2021: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Total of all active and inactive participants 2021-01-01 5
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
2020: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
2019: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2023: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
2022: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Total of all active and inactive participants	2022-01-01	5
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
2021: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Total of all active and inactive participants	2021-01-01	5
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
2020: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
2019: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$21,859
Expenses. Total of all expenses incurred	2023-12-31	$1,091,131
Benefits paid (including direct rollovers)	2023-12-31	$1,088,375
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$1,069,272
Other income received	2023-12-31	$21,859
Net income (gross income less expenses)	2023-12-31	$-1,069,272
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,069,272
Total contributions received or receivable from employer(s)	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$2,756
2022 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-128,561
Expenses. Total of all expenses incurred	2022-12-31	$93,865
Benefits paid (including direct rollovers)	2022-12-31	$84,392
Total plan assets at end of year	2022-12-31	$1,069,272
Total plan assets at beginning of year	2022-12-31	$1,291,698
Other income received	2022-12-31	$-134,376
Net income (gross income less expenses)	2022-12-31	$-222,426
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,069,272
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,291,698
Total contributions received or receivable from employer(s)	2022-12-31	$5,815
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,473
2021 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$176,410
Expenses. Total of all expenses incurred	2021-12-31	$173,281
Benefits paid (including direct rollovers)	2021-12-31	$161,668
Total plan assets at end of year	2021-12-31	$1,291,698
Total plan assets at beginning of year	2021-12-31	$1,288,569
Other income received	2021-12-31	$157,562
Net income (gross income less expenses)	2021-12-31	$3,129
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,291,698
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,288,569
Total contributions received or receivable from employer(s)	2021-12-31	$18,848
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,613
2020 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-421,343
Expenses. Total of all expenses incurred	2020-12-31	$362,125
Benefits paid (including direct rollovers)	2020-12-31	$350,723
Total plan assets at end of year	2020-12-31	$1,288,569
Total plan assets at beginning of year	2020-12-31	$2,072,037
Other income received	2020-12-31	$-435,395
Net income (gross income less expenses)	2020-12-31	$-783,468
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,288,569
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,072,037
Total contributions received or receivable from employer(s)	2020-12-31	$14,052
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,402
2019 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$350,763
Expenses. Total of all expenses incurred	2019-12-31	$37,114
Benefits paid (including direct rollovers)	2019-12-31	$17,996
Total plan assets at end of year	2019-12-31	$2,072,037
Total plan assets at beginning of year	2019-12-31	$1,758,388
Other income received	2019-12-31	$314,114
Net income (gross income less expenses)	2019-12-31	$313,649
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,072,037
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,758,388
Total contributions received or receivable from employer(s)	2019-12-31	$36,649
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$19,118
2018 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-102,341
Expenses. Total of all expenses incurred	2018-12-31	$67,455
Benefits paid (including direct rollovers)	2018-12-31	$49,108
Total plan assets at end of year	2018-12-31	$1,758,388
Total plan assets at beginning of year	2018-12-31	$1,928,184
Other income received	2018-12-31	$-120,168
Net income (gross income less expenses)	2018-12-31	$-169,796
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,758,388
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,928,184
Total contributions received or receivable from employer(s)	2018-12-31	$17,827
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$18,347
2017 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$276,785
Expenses. Total of all expenses incurred	2017-12-31	$36,075
Benefits paid (including direct rollovers)	2017-12-31	$19,886
Total plan assets at end of year	2017-12-31	$1,928,184
Total plan assets at beginning of year	2017-12-31	$1,687,474
Other income received	2017-12-31	$233,838
Net income (gross income less expenses)	2017-12-31	$240,710
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,928,184
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,687,474
Total contributions received or receivable from employer(s)	2017-12-31	$42,947
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,189
2016 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$137,189
Expenses. Total of all expenses incurred	2016-12-31	$34,519
Benefits paid (including direct rollovers)	2016-12-31	$17,677
Total plan assets at end of year	2016-12-31	$1,687,474
Total plan assets at beginning of year	2016-12-31	$1,584,804
Other income received	2016-12-31	$73,262
Net income (gross income less expenses)	2016-12-31	$102,670
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,687,474
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,584,804
Total contributions received or receivable from employer(s)	2016-12-31	$63,927
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,842
2015 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$37,981
Expenses. Total of all expenses incurred	2015-12-31	$23,691
Benefits paid (including direct rollovers)	2015-12-31	$11,618
Total plan assets at end of year	2015-12-31	$1,584,804
Total plan assets at beginning of year	2015-12-31	$1,570,514
Other income received	2015-12-31	$-24,238
Net income (gross income less expenses)	2015-12-31	$14,290
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,584,804
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,570,514
Total contributions received or receivable from employer(s)	2015-12-31	$62,219
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,073
2014 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$82,752
Expenses. Total of all expenses incurred	2014-12-31	$10,657
Total plan assets at end of year	2014-12-31	$1,570,514
Total plan assets at beginning of year	2014-12-31	$1,498,419
Other income received	2014-12-31	$27,984
Net income (gross income less expenses)	2014-12-31	$72,095
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,570,514
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,498,419
Total contributions received or receivable from employer(s)	2014-12-31	$54,768
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,657
2013 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$206,990
Expenses. Total of all expenses incurred	2013-12-31	$7,298
Total plan assets at end of year	2013-12-31	$1,498,419
Total plan assets at beginning of year	2013-12-31	$1,298,727
Other income received	2013-12-31	$160,881
Net income (gross income less expenses)	2013-12-31	$199,692
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,498,419
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,298,727
Total contributions received or receivable from employer(s)	2013-12-31	$46,109
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,298
2012 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$159,764
Expenses. Total of all expenses incurred	2012-12-31	$5,110
Total plan assets at end of year	2012-12-31	$1,298,727
Total plan assets at beginning of year	2012-12-31	$1,144,073
Other income received	2012-12-31	$113,113
Net income (gross income less expenses)	2012-12-31	$154,654
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,298,727
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,144,073
Total contributions received or receivable from employer(s)	2012-12-31	$46,651
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,110
2011 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-5,809
Expenses. Total of all expenses incurred	2011-12-31	$4,302
Total plan assets at end of year	2011-12-31	$1,144,073
Total plan assets at beginning of year	2011-12-31	$1,154,184
Other income received	2011-12-31	$-52,975
Net income (gross income less expenses)	2011-12-31	$-10,111
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,144,073
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,154,184
Total contributions received or receivable from employer(s)	2011-12-31	$47,166
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,302
2010 : NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$169,254
Expenses. Total of all expenses incurred	2010-12-31	$3,384
Total plan assets at end of year	2010-12-31	$1,154,184
Total plan assets at beginning of year	2010-12-31	$988,314
Other income received	2010-12-31	$115,252
Net income (gross income less expenses)	2010-12-31	$165,870
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,154,184
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$988,314
Total contributions received or receivable from employer(s)	2010-12-31	$54,002
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,384

Form 5500 Responses for NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN

2023: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
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 $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $167
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $167
Insurance broker organization code?	3

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $187
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $187
Insurance broker organization code?	3

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $206
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $206
Insurance broker organization code?	3

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $325
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $325
Insurance broker organization code?	3

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $431
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $431
Insurance broker organization code?	3

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $514
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $514
Insurance broker organization code?	3
Insurance broker name	KIMBERLY READ AAMS CRPC

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,408
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,408
Insurance broker organization code?	3
Insurance broker name	KIMBERLY MADSEN AAMS CRPC

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,844
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,844
Insurance broker organization code?	3
Insurance broker name	LORRAINE MILLS MCCLAIN

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,303
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,303
Insurance broker organization code?	3
Insurance broker name	LORRAINE MILLS MCCLAIN AMER FIN SER

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,360
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,360
Insurance broker organization code?	3
Insurance broker name	LORRAINE MILLS MCCLAIN AMER FIN SER

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,430
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

6070755

Policy instance

Insurance contract or identification number	6070755
Number of Individuals Covered	5
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,413
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,413
Insurance broker organization code?	3
Insurance broker name	LORRAINE MILLS MCCLAIN AMER FIN SER

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:	NEILL-SCHWENSEN-ROOK FUNERAL HOME, INC.
Employer identification number (EIN):	480979431
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services