401k Plan data: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN plan

GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN
Plan identification number	001

GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

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

Company Name: GETZ FUNERAL HOME, INC.

Employer identification number (EIN): 850257849

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TERRY GETZ 2024-05-13
001 2022-01-01 TERRY W. GETZ 2023-05-25 TERRY W. GETZ 2023-05-25
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TERRY W. GETZ TERRY W. GETZ 2019-05-20
001 2017-01-01 TERRY W. GETZ TERRY W. GETZ 2018-08-16
001 2016-01-01 TERRY W. GETZ TERRY W. GETZ 2017-06-08
001 2015-01-01 TERRY W. GETZ TERRY W. GETZ 2016-07-08
001 2014-01-01 TERRY W. GETZ TERRY W. GETZ 2015-08-31
001 2013-01-01 TERRY W. GETZ TERRY W. GETZ 2014-09-12
001 2012-01-01 TERRY W. GETZ TERRY W. GETZ 2013-06-28
001 2011-01-01 TERRY W. GETZ TERRY W. GETZ 2012-07-02
001 2010-01-01 TERRY W. GETZ TERRY W. GETZ 2011-06-27
001 2009-01-01 TERRY W. GETZ TERRY W. GETZ 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TERRY GETZ	2024-05-13
001	2022-01-01	TERRY W. GETZ	2023-05-25	TERRY W. GETZ	2023-05-25
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	TERRY W. GETZ		TERRY W. GETZ	2019-05-20
001	2017-01-01	TERRY W. GETZ		TERRY W. GETZ	2018-08-16
001	2016-01-01	TERRY W. GETZ		TERRY W. GETZ	2017-06-08
001	2015-01-01	TERRY W. GETZ		TERRY W. GETZ	2016-07-08
001	2014-01-01	TERRY W. GETZ		TERRY W. GETZ	2015-08-31
001	2013-01-01	TERRY W. GETZ		TERRY W. GETZ	2014-09-12
001	2012-01-01	TERRY W. GETZ		TERRY W. GETZ	2013-06-28
001	2011-01-01	TERRY W. GETZ		TERRY W. GETZ	2012-07-02
001	2010-01-01	TERRY W. GETZ		TERRY W. GETZ	2011-06-27
001	2009-01-01	TERRY W. GETZ		TERRY W. GETZ	2010-08-23

Plan Statistics for GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure Date Value
2023: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 9
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 11
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13

Measure	Date	Value
2023: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	9
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	11
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13

Financial Data on GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,258,384
Expenses. Total of all expenses incurred	2023-12-31	$265,041
Benefits paid (including direct rollovers)	2023-12-31	$218,553
Total plan assets at end of year	2023-12-31	$6,441,638
Total plan assets at beginning of year	2023-12-31	$5,448,295
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$1,183,384
Net income (gross income less expenses)	2023-12-31	$993,343
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,441,638
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,448,295
Total contributions received or receivable from employer(s)	2023-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$46,488
2022 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,650,385
Expenses. Total of all expenses incurred	2022-12-31	$370,776
Benefits paid (including direct rollovers)	2022-12-31	$320,745
Total plan assets at end of year	2022-12-31	$5,448,293
Total plan assets at beginning of year	2022-12-31	$7,469,454
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-1,700,385
Net income (gross income less expenses)	2022-12-31	$-2,021,161
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,448,293
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,469,454
Total contributions received or receivable from employer(s)	2022-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$50,031
2021 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$992,616
Expenses. Total of all expenses incurred	2021-12-31	$350,143
Benefits paid (including direct rollovers)	2021-12-31	$293,257
Total plan assets at end of year	2021-12-31	$7,469,455
Total plan assets at beginning of year	2021-12-31	$6,826,982
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$863,091
Net income (gross income less expenses)	2021-12-31	$642,473
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,469,455
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,826,982
Total contributions received or receivable from employer(s)	2021-12-31	$129,525
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$56,886
2020 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,312,766
Expenses. Total of all expenses incurred	2020-12-31	$166,726
Benefits paid (including direct rollovers)	2020-12-31	$125,000
Total plan assets at end of year	2020-12-31	$6,826,982
Total plan assets at beginning of year	2020-12-31	$4,680,942
Value of fidelity bond covering the plan	2020-12-31	$470,000
Other income received	2020-12-31	$2,184,470
Net income (gross income less expenses)	2020-12-31	$2,146,040
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,826,982
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,680,942
Total contributions received or receivable from employer(s)	2020-12-31	$128,296
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$41,726
2019 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,219,931
Expenses. Total of all expenses incurred	2019-12-31	$165,143
Benefits paid (including direct rollovers)	2019-12-31	$131,245
Total plan assets at end of year	2019-12-31	$4,680,942
Total plan assets at beginning of year	2019-12-31	$3,626,154
Value of fidelity bond covering the plan	2019-12-31	$365,000
Other income received	2019-12-31	$1,169,931
Net income (gross income less expenses)	2019-12-31	$1,054,788
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,680,942
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,626,154
Total contributions received or receivable from employer(s)	2019-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$33,898
2018 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$455,444
Expenses. Total of all expenses incurred	2018-12-31	$308,698
Benefits paid (including direct rollovers)	2018-12-31	$276,718
Total plan assets at end of year	2018-12-31	$3,626,154
Total plan assets at beginning of year	2018-12-31	$3,479,408
Value of fidelity bond covering the plan	2018-12-31	$350,000
Other income received	2018-12-31	$405,444
Net income (gross income less expenses)	2018-12-31	$146,746
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,626,154
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,479,408
Total contributions received or receivable from employer(s)	2018-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$31,980
2017 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$609,997
Expenses. Total of all expenses incurred	2017-12-31	$27,222
Total plan assets at end of year	2017-12-31	$3,479,408
Total plan assets at beginning of year	2017-12-31	$2,896,633
Value of fidelity bond covering the plan	2017-12-31	$290,000
Other income received	2017-12-31	$559,997
Net income (gross income less expenses)	2017-12-31	$582,775
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,479,408
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,896,633
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,222
2016 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$8,400
Total income from all sources	2016-12-31	$175,013
Expenses. Total of all expenses incurred	2016-12-31	$56,093
Benefits paid (including direct rollovers)	2016-12-31	$29,308
Total plan assets at end of year	2016-12-31	$2,896,633
Total plan assets at beginning of year	2016-12-31	$2,786,113
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$125,013
Net income (gross income less expenses)	2016-12-31	$118,920
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,896,633
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,777,713
Total contributions received or receivable from employer(s)	2016-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$26,785
2015 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$8,400
Total income from all sources	2015-12-31	$48,121
Expenses. Total of all expenses incurred	2015-12-31	$136,241
Benefits paid (including direct rollovers)	2015-12-31	$102,408
Total plan assets at end of year	2015-12-31	$2,786,113
Total plan assets at beginning of year	2015-12-31	$2,865,833
Value of fidelity bond covering the plan	2015-12-31	$279,000
Other income received	2015-12-31	$-1,879
Net income (gross income less expenses)	2015-12-31	$-88,120
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,777,713
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,865,833
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$33,833
2014 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$19,943
Expenses. Total of all expenses incurred	2014-12-31	$33,189
Total plan assets at end of year	2014-12-31	$2,865,833
Total plan assets at beginning of year	2014-12-31	$2,879,079
Value of fidelity bond covering the plan	2014-12-31	$287,000
Other income received	2014-12-31	$-30,057
Net income (gross income less expenses)	2014-12-31	$-13,246
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,865,833
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,879,079
Total contributions received or receivable from employer(s)	2014-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$33,189
2013 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$757,654
Expenses. Total of all expenses incurred	2013-12-31	$552,588
Benefits paid (including direct rollovers)	2013-12-31	$518,880
Total plan assets at end of year	2013-12-31	$2,879,079
Total plan assets at beginning of year	2013-12-31	$2,674,013
Value of fidelity bond covering the plan	2013-12-31	$288,000
Other income received	2013-12-31	$757,654
Net income (gross income less expenses)	2013-12-31	$205,066
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,879,079
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,674,013
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$33,708
2012 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$238,178
Expenses. Total of all expenses incurred	2012-12-31	$224,902
Benefits paid (including direct rollovers)	2012-12-31	$191,080
Total plan assets at end of year	2012-12-31	$2,674,013
Total plan assets at beginning of year	2012-12-31	$2,660,737
Value of fidelity bond covering the plan	2012-12-31	$268,000
Other income received	2012-12-31	$178,178
Net income (gross income less expenses)	2012-12-31	$13,276
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,674,013
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,660,737
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$33,822
2011 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$264,794
Expenses. Total of all expenses incurred	2011-12-31	$55,847
Benefits paid (including direct rollovers)	2011-12-31	$24,694
Total plan assets at end of year	2011-12-31	$2,660,737
Total plan assets at beginning of year	2011-12-31	$2,451,790
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$204,794
Net income (gross income less expenses)	2011-12-31	$208,947
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,660,737
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,451,790
Total contributions received or receivable from employer(s)	2011-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$31,153
2010 : GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$321,810
Expenses. Total of all expenses incurred	2010-12-31	$30,423
Total plan assets at end of year	2010-12-31	$2,451,790
Total plan assets at beginning of year	2010-12-31	$2,160,403
Value of fidelity bond covering the plan	2010-12-31	$225,000
Other income received	2010-12-31	$321,810
Net income (gross income less expenses)	2010-12-31	$291,387
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,451,790
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,160,403
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,423

Form 5500 Responses for GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN

2023: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GETZ FUNERAL HOME, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GETZ FUNERAL HOME, INC.
Employer identification number (EIN):	850257849
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services