401k Plan data: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN plan

MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN
Plan identification number	002

MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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

MOUNT OLIVET CEMETERY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: MOUNT OLIVET CEMETERY ASSOCIATION

Employer identification number (EIN): 750853369

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

Additional information about MOUNT OLIVET CEMETERY ASSOCIATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1901-04-04

Company Identification Number: 078928

Legal Registered Office Address: 1229 MT. LORETTA AVE

DUBUQUE
United States of America (USA)
52003

More information about MOUNT OLIVET CEMETERY ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 LAWANDA SCHUGART 2024-02-07
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 LAWANDA SCHUGART
002 2016-07-01 LAWANDA
002 2015-07-01 LAWANDA SCHUGART
002 2014-07-01 LAWANDA SCHUGART LAWANDA SCHUGART 2016-03-04
002 2013-07-01 LAWANDA SCHUGART LAWANDA SCHUGART 2015-01-26
002 2012-07-01 LAWANDA SCHUGART
002 2011-07-01 LAWANDA SCHUGART
002 2009-07-01 LAWANDA L. SCHUGART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	LAWANDA SCHUGART	2024-02-07
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	LAWANDA SCHUGART
002	2016-07-01	LAWANDA
002	2015-07-01	LAWANDA SCHUGART
002	2014-07-01	LAWANDA SCHUGART		LAWANDA SCHUGART	2016-03-04
002	2013-07-01	LAWANDA SCHUGART		LAWANDA SCHUGART	2015-01-26
002	2012-07-01	LAWANDA SCHUGART
002	2011-07-01	LAWANDA SCHUGART
002	2009-07-01	LAWANDA L. SCHUGART

Plan Statistics for MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 198
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 130
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 56
Total of all active and inactive participants 2022-07-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 2
Total participants 2022-07-01 188
Number of participants with account balances 2022-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 123
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 59
Total of all active and inactive participants 2021-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 185
Number of participants with account balances 2021-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 129
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 52
Total of all active and inactive participants 2020-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 184
Number of participants with account balances 2020-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 150
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 51
Total of all active and inactive participants 2019-07-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 203
Number of participants with account balances 2019-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 208
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 154
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 46
Total of all active and inactive participants 2018-07-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 202
Number of participants with account balances 2018-07-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 214
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 155
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 43
Total of all active and inactive participants 2017-07-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 199
Number of participants with account balances 2017-07-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 212
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 145
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 56
Total of all active and inactive participants 2016-07-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 202
Number of participants with account balances 2016-07-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 161
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 41
Total of all active and inactive participants 2015-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 3
Total participants 2015-07-01 205
Number of participants with account balances 2015-07-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 176
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 28
Total of all active and inactive participants 2014-07-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 204
Number of participants with account balances 2014-07-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 211
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 182
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 20
Total of all active and inactive participants 2013-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 202
Number of participants with account balances 2013-07-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 182
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 20
Total of all active and inactive participants 2012-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 202
Number of participants with account balances 2012-07-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 208
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 191
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 15
Total of all active and inactive participants 2011-07-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 206
Number of participants with account balances 2011-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 207
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 187
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 10
Total of all active and inactive participants 2009-07-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 197
Number of participants with account balances 2009-07-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	198
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	130
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	56
Total of all active and inactive participants	2022-07-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	2
Total participants	2022-07-01	188
Number of participants with account balances	2022-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	123
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	59
Total of all active and inactive participants	2021-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	185
Number of participants with account balances	2021-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	129
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	52
Total of all active and inactive participants	2020-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	184
Number of participants with account balances	2020-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	150
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	51
Total of all active and inactive participants	2019-07-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	203
Number of participants with account balances	2019-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	208
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	154
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	46
Total of all active and inactive participants	2018-07-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	202
Number of participants with account balances	2018-07-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	214
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	155
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	43
Total of all active and inactive participants	2017-07-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	199
Number of participants with account balances	2017-07-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	212
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	145
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	56
Total of all active and inactive participants	2016-07-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	202
Number of participants with account balances	2016-07-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	161
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	41
Total of all active and inactive participants	2015-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	3
Total participants	2015-07-01	205
Number of participants with account balances	2015-07-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	176
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	28
Total of all active and inactive participants	2014-07-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	204
Number of participants with account balances	2014-07-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	211
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	182
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	20
Total of all active and inactive participants	2013-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	202
Number of participants with account balances	2013-07-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	182
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	20
Total of all active and inactive participants	2012-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	202
Number of participants with account balances	2012-07-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	208
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	191
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	15
Total of all active and inactive participants	2011-07-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	206
Number of participants with account balances	2011-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	207
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	187
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	10
Total of all active and inactive participants	2009-07-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	197
Number of participants with account balances	2009-07-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,456,611
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,097,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,092,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,276,651
Value of total assets at end of year	2023-06-30	$11,954,684
Value of total assets at beginning of year	2023-06-30	$10,595,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$4,495
Total interest from all sources	2023-06-30	$53,910
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$624,602
Participant contributions at end of year	2023-06-30	$313,132
Participant contributions at beginning of year	2023-06-30	$317,458
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$383,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,359,558
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$11,954,684
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$10,595,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in pooled separate accounts at end of year	2023-06-30	$10,001,084
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$8,532,126
Interest on participant loans	2023-06-30	$23,266
Interest earned on other investments	2023-06-30	$30,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,640,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,745,542
Net investment gain/loss from pooled separate accounts	2023-06-30	$1,126,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$268,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,092,558
Contract administrator fees	2023-06-30	$4,495
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2023-06-30	750786316
2022 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-427,474
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$690,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$685,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$973,904
Value of total assets at end of year	2022-06-30	$10,595,126
Value of total assets at beginning of year	2022-06-30	$11,712,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$4,401
Total interest from all sources	2022-06-30	$52,115
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$615,475
Participant contributions at end of year	2022-06-30	$317,458
Participant contributions at beginning of year	2022-06-30	$366,084
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$67,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,117,756
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,595,126
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$11,712,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$8,532,126
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$9,670,147
Interest on participant loans	2022-06-30	$20,861
Interest earned on other investments	2022-06-30	$31,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,745,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,676,651
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,453,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$290,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$685,881
Contract administrator fees	2022-06-30	$4,401
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2022-06-30	750786316
2021 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,249,923
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$573,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$568,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$974,862
Value of total assets at end of year	2021-06-30	$11,712,882
Value of total assets at beginning of year	2021-06-30	$9,036,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$5,292
Total interest from all sources	2021-06-30	$55,665
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$684,653
Participant contributions at end of year	2021-06-30	$366,084
Participant contributions at beginning of year	2021-06-30	$340,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,676,498
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,712,882
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$9,036,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$9,670,147
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$7,083,056
Interest on participant loans	2021-06-30	$23,540
Interest earned on other investments	2021-06-30	$32,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,676,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,612,416
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,219,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$290,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$568,133
Contract administrator fees	2021-06-30	$5,292
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	WEAVER AND TIDWELL LLP
Accountancy firm EIN	2021-06-30	750786316
2020 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,734,202
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$761,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$754,667
Expenses. Certain deemed distributions of participant loans	2020-06-30	$1,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,509,713
Value of total assets at end of year	2020-06-30	$9,036,384
Value of total assets at beginning of year	2020-06-30	$8,063,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$5,190
Total interest from all sources	2020-06-30	$57,989
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$561,004
Participant contributions at end of year	2020-06-30	$340,912
Participant contributions at beginning of year	2020-06-30	$331,522
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$669,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$973,199
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$9,036,384
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,063,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$7,083,056
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$6,456,074
Interest on participant loans	2020-06-30	$25,055
Interest earned on other investments	2020-06-30	$32,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,612,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,275,589
Net investment gain/loss from pooled separate accounts	2020-06-30	$166,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$278,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$754,667
Contract administrator fees	2020-06-30	$5,190
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2020-06-30	750786316
2019 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,223,908
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$575,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$559,626
Expenses. Certain deemed distributions of participant loans	2019-06-30	$11,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$856,748
Value of total assets at end of year	2019-06-30	$8,063,185
Value of total assets at beginning of year	2019-06-30	$7,415,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$4,923
Total interest from all sources	2019-06-30	$48,172
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$571,441
Participant contributions at end of year	2019-06-30	$331,522
Participant contributions at beginning of year	2019-06-30	$384,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$647,968
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,063,185
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,415,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$6,456,074
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$5,857,655
Interest on participant loans	2019-06-30	$21,753
Interest earned on other investments	2019-06-30	$26,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,275,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,173,018
Net investment gain/loss from pooled separate accounts	2019-06-30	$318,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$285,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$559,626
Contract administrator fees	2019-06-30	$4,923
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2019-06-30	750786316
2018 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,351,818
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$980,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$953,896
Expenses. Certain deemed distributions of participant loans	2018-06-30	$22,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$721,839
Value of total assets at end of year	2018-06-30	$7,415,217
Value of total assets at beginning of year	2018-06-30	$7,043,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,487
Total interest from all sources	2018-06-30	$50,326
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$456,283
Participant contributions at end of year	2018-06-30	$384,544
Participant contributions at beginning of year	2018-06-30	$357,094
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$12,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$371,359
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,415,217
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,043,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$5,857,655
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$5,628,267
Interest on participant loans	2018-06-30	$24,215
Interest earned on other investments	2018-06-30	$26,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,173,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,058,497
Net investment gain/loss from pooled separate accounts	2018-06-30	$579,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$252,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$953,896
Contract administrator fees	2018-06-30	$4,487
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WEAVER AND TIDWELL L.L.P.
Accountancy firm EIN	2018-06-30	750786316
2017 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,423,358
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$504,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$500,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$704,219
Value of total assets at end of year	2017-06-30	$7,043,858
Value of total assets at beginning of year	2017-06-30	$6,125,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,987
Total interest from all sources	2017-06-30	$49,585
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$421,006
Participant contributions at end of year	2017-06-30	$357,094
Participant contributions at beginning of year	2017-06-30	$408,537
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$28,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$918,856
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,043,858
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,125,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,628,267
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,668,216
Interest on participant loans	2017-06-30	$25,407
Interest earned on other investments	2017-06-30	$24,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,058,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,048,249
Net investment gain/loss from pooled separate accounts	2017-06-30	$669,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$255,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$500,515
Contract administrator fees	2017-06-30	$3,987
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WEAVER & TIDWELL, LLP
Accountancy firm EIN	2017-06-30	750786316
2016 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$628,787
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$292,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$288,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$676,697
Value of total assets at end of year	2016-06-30	$6,125,002
Value of total assets at beginning of year	2016-06-30	$5,788,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,808
Total interest from all sources	2016-06-30	$55,158
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$399,984
Participant contributions at end of year	2016-06-30	$408,537
Participant contributions at beginning of year	2016-06-30	$418,451
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$12,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$336,786
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,125,002
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,788,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,668,216
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,484,623
Interest on participant loans	2016-06-30	$31,841
Interest earned on other investments	2016-06-30	$23,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,048,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$885,142
Net investment gain/loss from pooled separate accounts	2016-06-30	$-103,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$264,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$288,193
Contract administrator fees	2016-06-30	$3,808
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2016-06-30	740786316
2015 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$928,903
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$567,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$564,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$747,912
Value of total assets at end of year	2015-06-30	$5,788,216
Value of total assets at beginning of year	2015-06-30	$5,427,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,088
Total interest from all sources	2015-06-30	$59,298
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$419,533
Participant contributions at end of year	2015-06-30	$418,451
Participant contributions at beginning of year	2015-06-30	$389,407
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$62,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$360,992
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,788,216
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,427,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,484,623
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,194,138
Interest on participant loans	2015-06-30	$37,265
Interest earned on other investments	2015-06-30	$22,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$885,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$843,679
Net investment gain/loss from pooled separate accounts	2015-06-30	$121,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$265,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$564,823
Contract administrator fees	2015-06-30	$3,088
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2015-06-30	750786316
2014 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,403,956
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$487,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$485,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$679,792
Value of total assets at end of year	2014-06-30	$5,427,224
Value of total assets at beginning of year	2014-06-30	$4,511,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,578
Total interest from all sources	2014-06-30	$61,759
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$392,785
Participant contributions at end of year	2014-06-30	$389,407
Participant contributions at beginning of year	2014-06-30	$411,754
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$19,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$916,021
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,427,224
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,511,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,194,138
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,176,843
Interest on participant loans	2014-06-30	$40,297
Interest earned on other investments	2014-06-30	$21,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$843,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$922,606
Net investment gain/loss from pooled separate accounts	2014-06-30	$662,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$267,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$485,357
Contract administrator fees	2014-06-30	$2,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2014-06-30	750786316
2013 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,101,593
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$291,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$289,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$650,610
Value of total assets at end of year	2013-06-30	$4,511,203
Value of total assets at beginning of year	2013-06-30	$3,701,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,102
Total interest from all sources	2013-06-30	$59,699
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$395,031
Participant contributions at end of year	2013-06-30	$411,754
Participant contributions at beginning of year	2013-06-30	$266,185
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$809,962
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,511,203
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,701,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,176,843
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,521,804
Interest on participant loans	2013-06-30	$32,026
Interest earned on other investments	2013-06-30	$27,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$922,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$913,252
Net investment gain/loss from pooled separate accounts	2013-06-30	$391,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$253,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$289,529
Contract administrator fees	2013-06-30	$2,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WEAVER & TIDWELL
Accountancy firm EIN	2013-06-30	750786316
2012 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$683,814
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$634,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$632,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$643,821
Value of total assets at end of year	2012-06-30	$3,701,241
Value of total assets at beginning of year	2012-06-30	$3,651,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,821
Total interest from all sources	2012-06-30	$48,409
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$374,950
Participant contributions at end of year	2012-06-30	$266,185
Participant contributions at beginning of year	2012-06-30	$186,176
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$19,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$49,352
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,701,241
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,651,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,521,804
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,634,528
Interest on participant loans	2012-06-30	$20,583
Interest earned on other investments	2012-06-30	$27,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$913,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$831,185
Net investment gain/loss from pooled separate accounts	2012-06-30	$-8,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$249,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$632,641
Contract administrator fees	2012-06-30	$1,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WEAVER & TIDWELL
Accountancy firm EIN	2012-06-30	750786316
2011 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,182,121
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$248,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$246,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$661,759
Value of total assets at end of year	2011-06-30	$3,651,889
Value of total assets at beginning of year	2011-06-30	$2,718,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,638
Total interest from all sources	2011-06-30	$49,709
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$401,218
Participant contributions at end of year	2011-06-30	$186,176
Participant contributions at beginning of year	2011-06-30	$128,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$933,863
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,651,889
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,718,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,634,528
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,740,172
Interest on participant loans	2011-06-30	$15,191
Interest earned on other investments	2011-06-30	$34,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$831,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$849,540
Net investment gain/loss from pooled separate accounts	2011-06-30	$470,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$260,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$246,620
Contract administrator fees	2011-06-30	$1,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WEAVER & TIDWELL
Accountancy firm EIN	2011-06-30	750786316
2010 : MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN

2022: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	188
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $27,096
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,096
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	185
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $28,525
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,525
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	184
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $25,309
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,309
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	203
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $21,044
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,044
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	202
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $18,083
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,083
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	199
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $16,872
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	205
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $13,688
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,688
Insurance broker organization code?	3
Insurance broker name	FROST INSURANCE

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	204
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $13,206
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,206
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	FROST INSURANCE

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062385

Policy instance

Insurance contract or identification number	062385
Number of Individuals Covered	202
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $11,809
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,809
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62385

Policy instance

Insurance contract or identification number	62385
Number of Individuals Covered	202
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $9,844
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,844
Insurance broker organization code?	3
Insurance broker name	ROBERT L MCCULLOUGH

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62385

Policy instance

Insurance contract or identification number	62385
Number of Individuals Covered	206
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $8,358
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62385

Policy instance

Insurance contract or identification number	62385
Number of Individuals Covered	201
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $8,016
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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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.
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See full terms and conditions

Company Name:	MOUNT OLIVET CEMETERY ASSOCIATION
Employer identification number (EIN):	750853369
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1901-04-04
Company Identification Number:	078928
Legal Registered Office Address:	1229 MT. LORETTA AVE DUBUQUE United States of America (USA) 52003