COLEMAN MORTUARY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLEMAN MORTUARY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : COLEMAN MORTUARY RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-11-15 | 33595 |
| Net assets as of the end of the plan year | 2025-11-15 | 423572 |
| Total assets as of the beginning of the plan year | 2025-11-15 | 418294 |
| Value of plan covered by a fidelity bond | 2025-11-15 | 150000 |
| Other income to plan in this plan year | 2025-11-15 | 22857 |
| Plan net income in this plan year | 2025-11-15 | 5278 |
| Net assets as of the end of the plan year | 2025-11-15 | 423572 |
| Net assets as of the beginning of the plan year | 2025-11-15 | 418294 |
| Employer contributions to plan in this plan year | 2025-11-15 | 16016 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-15 | 20875 |
| 2024 : COLEMAN MORTUARY RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-13 | 29330 |
| Net assets as of the end of the plan year | 2024-09-13 | 418294 |
| Total assets as of the beginning of the plan year | 2024-09-13 | 378880 |
| Value of plan covered by a fidelity bond | 2024-09-13 | 150000 |
| Other income to plan in this plan year | 2024-09-13 | 52729 |
| Plan net income in this plan year | 2024-09-13 | 39414 |
| Net assets as of the end of the plan year | 2024-09-13 | 418294 |
| Net assets as of the beginning of the plan year | 2024-09-13 | 378880 |
| Employer contributions to plan in this plan year | 2024-09-13 | 16015 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-13 | 17016 |
| 2011 : COLEMAN MORTUARY RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $83,545 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $8,241 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $8,206 |
| Total plan assets at end of year | 2011-04-30 | $634,622 |
| Total plan assets at beginning of year | 2011-04-30 | $559,318 |
| Other income received | 2011-04-30 | $62,687 |
| Net income (gross income less expenses) | 2011-04-30 | $75,304 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $634,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $559,318 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $20,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $35 |
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