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OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI 401k Plan overview

Plan NameOAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI
Plan identification number 001

OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OAK RIDGE INC. has sponsored the creation of one or more 401k plans.

Company Name:OAK RIDGE INC.
Employer identification number (EIN):593538127
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01NADINE PANTANO2021-04-22 NADINE PANTANO2021-04-22
0012019-01-01NADINE PANTANO2020-12-28
0012019-01-01NADINE PANTANO2020-12-28
0012018-01-01NADINE PANTANO2019-10-21
0012018-01-01NADINE PANTANO2019-10-17
0012018-01-01NADINE PANTANO2019-10-16
0012017-01-01NADINE PANTANO2018-06-08
0012016-01-01NADINE PANTANO2017-06-13
0012015-01-01NADINE PANTANO2016-06-06
0012014-01-01NADINE PANTANO2015-09-15
0012013-01-01NADINE PANTANO2014-07-02
0012012-01-01NADINE PANTANO2014-10-06
0012011-01-01NADINE PANTANO2012-10-23
0012010-01-01NADINE PANTANO2011-09-21
0012009-01-01NADINE PANTANO

Plan Statistics for OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI

401k plan membership statisitcs for OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI

Measure Date Value
2009: OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI

Measure Date Value
2009 : OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI

2009: OAK RIDGE INC. DBA OAK RIDGE FUNERAL CARE 401K PROFIT SHARI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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