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WEST FH, INC., I-PSP 401k Plan overview

Plan NameWEST FH, INC., I-PSP
Plan identification number 001

WEST FH, INC., I-PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEST FUNERAL HOME, INC.
Employer identification number (EIN):561300312
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST FH, INC., I-PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01VICKI WEST2022-01-31 VICKI WEST2022-01-31
0012020-01-01VICKI WEST2021-03-26 VICKI WEST2021-03-26
0012019-01-01VICKI WEST2020-05-07 VICKI WEST2020-05-07
0012018-01-01VICKI WEST2019-04-03 VICKI WEST2019-04-03
0012017-01-01VICKI WEST VICKI WEST2018-03-29
0012016-01-01VICKI WEST
0012015-01-01VICKI WEST
0012014-01-01VICKI WEST
0012013-01-01VICKI WEST
0012012-01-01VICKI WEST
0012011-01-01VICKI WEST
0012010-01-01VICKI WEST
0012009-01-01VICKI WEST

Plan Statistics for WEST FH, INC., I-PSP

401k plan membership statisitcs for WEST FH, INC., I-PSP

Measure Date Value
2017: WEST FH, INC., I-PSP 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEST FH, INC., I-PSP 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST FH, INC., I-PSP 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEST FH, INC., I-PSP 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEST FH, INC., I-PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEST FH, INC., I-PSP 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEST FH, INC., I-PSP 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-011
2010: WEST FH, INC., I-PSP 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-011
2009: WEST FH, INC., I-PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011

Financial Data on WEST FH, INC., I-PSP

Measure Date Value
2017 : WEST FH, INC., I-PSP 2017 401k financial data
Total income from all sources2017-12-31$40,897
Expenses. Total of all expenses incurred2017-12-31$6,399
Benefits paid (including direct rollovers)2017-12-31$6,399
Total plan assets at end of year2017-12-31$393,921
Total plan assets at beginning of year2017-12-31$359,423
Value of fidelity bond covering the plan2017-12-31$40,000
Other income received2017-12-31$40,897
Net income (gross income less expenses)2017-12-31$34,498
Net plan assets at end of year (total assets less liabilities)2017-12-31$393,921
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$359,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WEST FH, INC., I-PSP 2016 401k financial data
Total income from all sources2016-12-31$35,180
Expenses. Total of all expenses incurred2016-12-31$150
Benefits paid (including direct rollovers)2016-12-31$150
Total plan assets at end of year2016-12-31$359,423
Total plan assets at beginning of year2016-12-31$324,393
Value of fidelity bond covering the plan2016-12-31$40,000
Assets. Value of loans (other than to participants)2016-12-31$11,583
Other income received2016-12-31$35,180
Net income (gross income less expenses)2016-12-31$35,030
Net plan assets at end of year (total assets less liabilities)2016-12-31$359,423
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$324,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WEST FH, INC., I-PSP 2015 401k financial data
Total income from all sources2015-12-31$6,234
Expenses. Total of all expenses incurred2015-12-31$4,492
Benefits paid (including direct rollovers)2015-12-31$4,492
Total plan assets at end of year2015-12-31$324,393
Total plan assets at beginning of year2015-12-31$322,651
Value of fidelity bond covering the plan2015-12-31$40,000
Other income received2015-12-31$-8,599
Net income (gross income less expenses)2015-12-31$1,742
Net plan assets at end of year (total assets less liabilities)2015-12-31$324,393
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$322,651
Total contributions received or receivable from employer(s)2015-12-31$14,833
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEST FH, INC., I-PSP 2014 401k financial data
Total income from all sources2014-12-31$13,697
Expenses. Total of all expenses incurred2014-12-31$9,093
Benefits paid (including direct rollovers)2014-12-31$9,093
Total plan assets at end of year2014-12-31$322,651
Total plan assets at beginning of year2014-12-31$318,047
Value of fidelity bond covering the plan2014-12-31$40,000
Other income received2014-12-31$13,697
Net income (gross income less expenses)2014-12-31$4,604
Net plan assets at end of year (total assets less liabilities)2014-12-31$322,651
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$318,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WEST FH, INC., I-PSP 2013 401k financial data
Total income from all sources2013-12-31$58,039
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$318,047
Total plan assets at beginning of year2013-12-31$260,008
Other income received2013-12-31$50,221
Net income (gross income less expenses)2013-12-31$58,039
Net plan assets at end of year (total assets less liabilities)2013-12-31$318,047
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$260,008
Total contributions received or receivable from employer(s)2013-12-31$7,818
2012 : WEST FH, INC., I-PSP 2012 401k financial data
Total income from all sources2012-12-31$41,503
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$260,008
Total plan assets at beginning of year2012-12-31$218,505
Other income received2012-12-31$25,042
Net income (gross income less expenses)2012-12-31$41,503
Net plan assets at end of year (total assets less liabilities)2012-12-31$260,008
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$218,505
Total contributions received or receivable from employer(s)2012-12-31$16,461
2011 : WEST FH, INC., I-PSP 2011 401k financial data
Total income from all sources2011-12-31$13,259
Expenses. Total of all expenses incurred2011-12-31$623
Benefits paid (including direct rollovers)2011-12-31$623
Total plan assets at end of year2011-12-31$218,505
Total plan assets at beginning of year2011-12-31$205,869
Other income received2011-12-31$852
Net income (gross income less expenses)2011-12-31$12,636
Net plan assets at end of year (total assets less liabilities)2011-12-31$218,505
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$205,869
Total contributions received or receivable from employer(s)2011-12-31$12,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WEST FH, INC., I-PSP 2010 401k financial data
Total income from all sources2010-12-31$30,504
Expenses. Total of all expenses incurred2010-12-31$1,980
Benefits paid (including direct rollovers)2010-12-31$1,980
Total plan assets at end of year2010-12-31$205,869
Total plan assets at beginning of year2010-12-31$177,345
Other income received2010-12-31$20,207
Net income (gross income less expenses)2010-12-31$28,524
Net plan assets at end of year (total assets less liabilities)2010-12-31$205,869
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$177,345
Total contributions received or receivable from employer(s)2010-12-31$10,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WEST FH, INC., I-PSP

2017: WEST FH, INC., I-PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST FH, INC., I-PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST FH, INC., I-PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST FH, INC., I-PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST FH, INC., I-PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST FH, INC., I-PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST FH, INC., I-PSP 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST FH, INC., I-PSP 2010 form 5500 responses
2010-01-01Type of plan entityMulti-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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST FH, INC., I-PSP 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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