Tollefson Funeral Home Inc.
Plan context: Tollefson Funeral Home Inc. Esop Plan
EIN 45-0383904 • Grafton, ND • 23 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$1,222,607
2023 Contributions
$489
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 5 | $1,222,607 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,222,607 | - | - |
| 2022 | 1 | 5 | $1,391,036 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,391,036 | - | - |
| 2021 | 1 | 5 | $1,158,484 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,158,484 | - | - |
| 2020 | 1 | 5 | $1,205,507 | $489 | $98iApproximate average salary by contribution assumption: employee only about $2,445 at 4% or $1,630 at 6%; with 50% employer match about $1,630 at 4% or $1,087 at 6%; with 100% employer match about $1,223 at 4% or $815 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,205,507 | $489 | $98iApproximate average salary by contribution assumption: employee only about $2,445 at 4% or $1,630 at 6%; with 50% employer match about $1,630 at 4% or $1,087 at 6%; with 100% employer match about $1,223 at 4% or $815 at 6%. |
| 2019 | 1 | 5 | $1,068,712 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,068,712 | - | - |
| 2018 | 1 | 5 | $1,179,858 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,179,858 | - | - |
| 2017 | 1 | 5 | $1,265,355 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,265,355 | - | - |
| 2016 | 1 | 6 | $1,440,624 | $37,490 | $6,248iApproximate average salary by contribution assumption: employee only about $156,208 at 4% or $104,139 at 6%; with 50% employer match about $104,139 at 4% or $69,426 at 6%; with 100% employer match about $78,104 at 4% or $52,069 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 6 | $1,440,624 | $37,490 | $6,248iApproximate average salary by contribution assumption: employee only about $156,208 at 4% or $104,139 at 6%; with 50% employer match about $104,139 at 4% or $69,426 at 6%; with 100% employer match about $78,104 at 4% or $52,069 at 6%. |
| 2015 | 1 | 5 | $1,453,799 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,453,799 | - | - |
| 2014 | 1 | 5 | $1,394,430 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,394,430 | - | - |
| 2013 | 1 | 5 | $1,230,062 | $89,146 | $17,829iApproximate average salary by contribution assumption: employee only about $445,730 at 4% or $297,153 at 6%; with 50% employer match about $297,153 at 4% or $198,102 at 6%; with 100% employer match about $222,865 at 4% or $148,577 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $1,230,062 | $89,146 | $17,829iApproximate average salary by contribution assumption: employee only about $445,730 at 4% or $297,153 at 6%; with 50% employer match about $297,153 at 4% or $198,102 at 6%; with 100% employer match about $222,865 at 4% or $148,577 at 6%. |
| 2012 | 1 | 4 | $1,284,592 | $41,064 | $10,266iApproximate average salary by contribution assumption: employee only about $256,650 at 4% or $171,100 at 6%; with 50% employer match about $171,100 at 4% or $114,067 at 6%; with 100% employer match about $128,325 at 4% or $85,550 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | $1,284,592 | $41,064 | $10,266iApproximate average salary by contribution assumption: employee only about $256,650 at 4% or $171,100 at 6%; with 50% employer match about $171,100 at 4% or $114,067 at 6%; with 100% employer match about $128,325 at 4% or $85,550 at 6%. |
| 2011 | 1 | 6 | $947,999 | $41,064 | $6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 6 | $947,999 | $41,064 | $6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%. |
| 2010 | 1 | 6 | $709,975 | $41,575 | $6,929iApproximate average salary by contribution assumption: employee only about $173,229 at 4% or $115,486 at 6%; with 50% employer match about $115,486 at 4% or $76,991 at 6%; with 100% employer match about $86,615 at 4% or $57,743 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 6 | $709,975 | $41,575 | $6,929iApproximate average salary by contribution assumption: employee only about $173,229 at 4% or $115,486 at 6%; with 50% employer match about $115,486 at 4% or $76,991 at 6%; with 100% employer match about $86,615 at 4% or $57,743 at 6%. |
| 2009 | 1 | 6 | $528,694 | $92,803 | $15,467iApproximate average salary by contribution assumption: employee only about $386,679 at 4% or $257,786 at 6%; with 50% employer match about $257,786 at 4% or $171,857 at 6%; with 100% employer match about $193,340 at 4% or $128,893 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 6 | $528,694 | $92,803 | $15,467iApproximate average salary by contribution assumption: employee only about $386,679 at 4% or $257,786 at 6%; with 50% employer match about $257,786 at 4% or $171,857 at 6%; with 100% employer match about $193,340 at 4% or $128,893 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $460,068 | $43,250 | $10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | $460,068 | $43,250 | $10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%. |
| 2005 | 1 | 5 | $511,272 | $43,900 | $8,780iApproximate average salary by contribution assumption: employee only about $219,500 at 4% or $146,333 at 6%; with 50% employer match about $146,333 at 4% or $97,556 at 6%; with 100% employer match about $109,750 at 4% or $73,167 at 6%. |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | $511,272 | $43,900 | $8,780iApproximate average salary by contribution assumption: employee only about $219,500 at 4% or $146,333 at 6%; with 50% employer match about $146,333 at 4% or $97,556 at 6%; with 100% employer match about $109,750 at 4% or $73,167 at 6%. |
| 2004 | 1 | 4 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | - | - | - |
| 2003 | 1 | 4 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 5 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Tollefson Funeral Home Inc. Esop Plan | - | 4 | - | - | - |