401k Plan data: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN plan

GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN
Plan identification number	001

GEORGE P. KALAS FUNERAL HOME, 401(K) 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

GEORGE P. KALAS FUNERAL HOME, P.A. has sponsored the creation of one or more 401k plans.

Company Name: GEORGE P. KALAS FUNERAL HOME, P.A.

Employer identification number (EIN): 521228381

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 ROBERT P. KALAS
001 2015-01-01 ROBERT P. KALAS
001 2014-01-01 ROBERT P. KALAS
001 2013-01-01 ROBERT P. KALAS
001 2012-01-01 ROBERT P. KALAS
001 2011-01-01 ROBERT P. KALAS
001 2010-01-01 ROBERT P. KALAS
001 2009-01-01 ROBERT P. KALAS
001 2009-01-01 RACHEL KITCHEN

Plan Statistics for GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Total of all active and inactive participants 2022-01-01 11
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
2021: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Total of all active and inactive participants 2021-01-01 13
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
2020: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Total of all active and inactive participants 2020-01-01 12
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
2019: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Total of all active and inactive participants 2018-01-01 12
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
2017: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 13
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
2016: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 2
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
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 1
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Total of all active and inactive participants	2022-01-01	11
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
2021: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Total of all active and inactive participants	2021-01-01	13
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
2020: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Total of all active and inactive participants	2020-01-01	12
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
2019: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Total of all active and inactive participants	2018-01-01	12
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
2017: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	13
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
2016: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	2
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
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	1
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,113,763
Expenses. Total of all expenses incurred	2022-12-31	$76,436
Benefits paid (including direct rollovers)	2022-12-31	$45,078
Total plan assets at end of year	2022-12-31	$6,121,602
Total plan assets at beginning of year	2022-12-31	$7,311,801
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$80,552
Other income received	2022-12-31	$-1,318,440
Net income (gross income less expenses)	2022-12-31	$-1,190,199
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,121,602
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,311,801
Assets. Value of participant loans	2022-12-31	$15,318
Total contributions received or receivable from employer(s)	2022-12-31	$124,125
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,358
2021 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,445,214
Expenses. Total of all expenses incurred	2021-12-31	$196,476
Benefits paid (including direct rollovers)	2021-12-31	$149,746
Total plan assets at end of year	2021-12-31	$7,311,801
Total plan assets at beginning of year	2021-12-31	$6,063,063
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$60,044
Contributions received from other sources (not participants or employers)	2021-12-31	$217,605
Other income received	2021-12-31	$1,038,820
Net income (gross income less expenses)	2021-12-31	$1,248,738
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,311,801
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,063,063
Assets. Value of participant loans	2021-12-31	$7,060
Total contributions received or receivable from employer(s)	2021-12-31	$128,745
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$46,730
2020 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$949,426
Expenses. Total of all expenses incurred	2020-12-31	$28,928
Benefits paid (including direct rollovers)	2020-12-31	$773
Total plan assets at end of year	2020-12-31	$6,063,063
Total plan assets at beginning of year	2020-12-31	$5,142,565
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$50,768
Other income received	2020-12-31	$773,239
Net income (gross income less expenses)	2020-12-31	$920,498
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,063,063
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,142,565
Assets. Value of participant loans	2020-12-31	$28,018
Total contributions received or receivable from employer(s)	2020-12-31	$125,419
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,155
2019 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,017,283
Expenses. Total of all expenses incurred	2019-12-31	$70,391
Benefits paid (including direct rollovers)	2019-12-31	$45,116
Total plan assets at end of year	2019-12-31	$5,142,565
Total plan assets at beginning of year	2019-12-31	$4,195,673
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$48,630
Other income received	2019-12-31	$843,298
Net income (gross income less expenses)	2019-12-31	$946,892
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,142,565
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,195,673
Assets. Value of participant loans	2019-12-31	$15,257
Total contributions received or receivable from employer(s)	2019-12-31	$125,355
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25,275
2018 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,945
Expenses. Total of all expenses incurred	2018-12-31	$743,972
Benefits paid (including direct rollovers)	2018-12-31	$721,627
Total plan assets at end of year	2018-12-31	$4,195,673
Total plan assets at beginning of year	2018-12-31	$4,937,700
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$62,279
Other income received	2018-12-31	$-178,563
Net income (gross income less expenses)	2018-12-31	$-742,027
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,195,673
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,937,700
Assets. Value of participant loans	2018-12-31	$5,308
Total contributions received or receivable from employer(s)	2018-12-31	$118,229
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,345
2016 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$797,036
Expenses. Total of all expenses incurred	2016-12-31	$71,046
Benefits paid (including direct rollovers)	2016-12-31	$49,734
Total plan assets at end of year	2016-12-31	$6,395,524
Total plan assets at beginning of year	2016-12-31	$5,669,534
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$1,364
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$627,759
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$725,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,395,524
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,669,534
Total contributions received or receivable from employer(s)	2016-12-31	$167,913
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$21,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$216,312
Expenses. Total of all expenses incurred	2015-12-31	$71,492
Benefits paid (including direct rollovers)	2015-12-31	$31,290
Total plan assets at end of year	2015-12-31	$5,669,534
Total plan assets at beginning of year	2015-12-31	$5,524,714
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$15,619
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$144,820
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,669,534
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,524,714
Assets. Value of participant loans	2015-12-31	$13,990
Total contributions received or receivable from employer(s)	2015-12-31	$200,693
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$477,089
Expenses. Total of all expenses incurred	2014-12-31	$78,068
Benefits paid (including direct rollovers)	2014-12-31	$50,448
Total plan assets at end of year	2014-12-31	$5,524,714
Total plan assets at beginning of year	2014-12-31	$5,125,693
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$246,281
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$399,021
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,524,714
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,125,693
Assets. Value of participant loans	2014-12-31	$4,963
Total contributions received or receivable from employer(s)	2014-12-31	$230,808
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$27,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$817,400
Expenses. Total of all expenses incurred	2013-12-31	$77,318
Benefits paid (including direct rollovers)	2013-12-31	$54,968
Total plan assets at end of year	2013-12-31	$5,125,693
Total plan assets at beginning of year	2013-12-31	$4,385,611
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$619,360
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$740,082
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,125,693
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,385,611
Assets. Value of participant loans	2013-12-31	$11,952
Total contributions received or receivable from employer(s)	2013-12-31	$198,040
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$525,276
Expenses. Total of all expenses incurred	2012-12-31	$58,822
Benefits paid (including direct rollovers)	2012-12-31	$39,122
Total plan assets at end of year	2012-12-31	$4,385,611
Total plan assets at beginning of year	2012-12-31	$190,086
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$939
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$335,190
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$466,454
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,385,611
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$190,086
Assets. Value of participant loans	2012-12-31	$13,369
Total contributions received or receivable from employer(s)	2012-12-31	$189,147
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$19,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$289,048
Expenses. Total of all expenses incurred	2011-12-31	$74,009
Benefits paid (including direct rollovers)	2011-12-31	$56,498
Total plan assets at end of year	2011-12-31	$3,919,157
Total plan assets at beginning of year	2011-12-31	$3,704,118
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$62,698
Other income received	2011-12-31	$101,423
Net income (gross income less expenses)	2011-12-31	$215,039
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,919,157
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,704,118
Assets. Value of participant loans	2011-12-31	$12,389
Total contributions received or receivable from employer(s)	2011-12-31	$124,927
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$552,456
Expenses. Total of all expenses incurred	2010-12-31	$87,043
Benefits paid (including direct rollovers)	2010-12-31	$71,408
Total plan assets at end of year	2010-12-31	$3,704,118
Total plan assets at beginning of year	2010-12-31	$3,238,705
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$1,967
Other income received	2010-12-31	$358,940
Net income (gross income less expenses)	2010-12-31	$465,413
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,704,118
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,238,705
Assets. Value of participant loans	2010-12-31	$22,665
Total contributions received or receivable from employer(s)	2010-12-31	$191,549
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 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

Form 5500 Responses for GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN

2022: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) 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: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GEORGE P. KALAS FUNERAL HOME, 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE P. KALAS FUNERAL HOME, P.A.
Employer identification number (EIN):	521228381
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services