Wallace-Pence Funeral Home Inc.
Plan context: Pence Funeral Home Inc. Profit Sharing Plan
EIN 42-1215997 • Dubuque, IA • 19 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
10
2016 Assets
$1,876,611
2016 Contributions
$1,321
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $1,321 | - |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 0 | $0 | $1,321 | - |
| 2015 | 1 | 10 | $1,876,611 | $3,491 | $349iApproximate average salary by contribution assumption: employee only about $8,728 at 4% or $5,818 at 6%; with 50% employer match about $5,818 at 4% or $3,879 at 6%; with 100% employer match about $4,364 at 4% or $2,909 at 6%. |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 10 | $1,876,611 | $3,491 | $349iApproximate average salary by contribution assumption: employee only about $8,728 at 4% or $5,818 at 6%; with 50% employer match about $5,818 at 4% or $3,879 at 6%; with 100% employer match about $4,364 at 4% or $2,909 at 6%. |
| 2014 | 1 | 8 | $1,909,534 | $1,470 | $184iApproximate average salary by contribution assumption: employee only about $4,594 at 4% or $3,063 at 6%; with 50% employer match about $3,063 at 4% or $2,042 at 6%; with 100% employer match about $2,297 at 4% or $1,531 at 6%. |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 8 | $1,909,534 | $1,470 | $184iApproximate average salary by contribution assumption: employee only about $4,594 at 4% or $3,063 at 6%; with 50% employer match about $3,063 at 4% or $2,042 at 6%; with 100% employer match about $2,297 at 4% or $1,531 at 6%. |
| 2013 | 1 | 9 | $2,180,567 | $0 | - |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 9 | $2,180,567 | - | - |
| 2012 | 1 | 9 | $2,064,246 | $0 | - |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 9 | $2,064,246 | - | - |
| 2011 | 1 | 9 | $1,958,758 | $0 | - |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 9 | $1,958,758 | - | - |
| 2010 | 2 | 9 | $2,078,239 | $1,982,012 | $220,224iApproximate average salary by contribution assumption: employee only about $5,505,589 at 4% or $3,670,393 at 6%; with 50% employer match about $3,670,393 at 4% or $2,446,928 at 6%; with 100% employer match about $2,752,794 at 4% or $1,835,196 at 6%. |
| Pence Funeral Home Inc. Profit Sharing Plan | - | 9 | $2,078,239 | $1,982,012 | $220,224iApproximate average salary by contribution assumption: employee only about $5,505,589 at 4% or $3,670,393 at 6%; with 50% employer match about $3,670,393 at 4% or $2,446,928 at 6%; with 100% employer match about $2,752,794 at 4% or $1,835,196 at 6%. |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2009 | 1 | 5 | $4,950 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 5 | $4,950 | - | - |
| 2008 | 1 | 5 | $1,518,049 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 5 | $1,518,049 | - | - |
| 2007 | 1 | 6 | $2,335,891 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 6 | $2,335,891 | - | - |
| 2006 | 1 | 6 | $2,170,144 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 6 | $2,170,144 | - | - |
| 2005 | 1 | 7 | $1,872,484 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 7 | $1,872,484 | - | - |
| 2004 | 1 | 8 | $1,715,701 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 8 | $1,715,701 | - | - |
| 2003 | 1 | 8 | $1,534,143 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 8 | $1,534,143 | - | - |
| 2002 | 1 | 9 | $1,153,191 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 9 | $1,153,191 | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 8 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 7 | $1,530,146 | $47,762 | $6,823iApproximate average salary by contribution assumption: employee only about $170,579 at 4% or $113,719 at 6%; with 50% employer match about $113,719 at 4% or $75,813 at 6%; with 100% employer match about $85,289 at 4% or $56,860 at 6%. |
| Wallace-Pence Funeral Home Inc. Money Purchase Pension Plan | - | 7 | $1,530,146 | $47,762 | $6,823iApproximate average salary by contribution assumption: employee only about $170,579 at 4% or $113,719 at 6%; with 50% employer match about $113,719 at 4% or $75,813 at 6%; with 100% employer match about $85,289 at 4% or $56,860 at 6%. |