Carriage Services. Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Carriage Services. Inc. 401(k) Plan Facts (plan year 2013)

Plan name
CARRIAGE SERVICES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARRIAGE SERVICES. INC.
Participants
1,992 (1,859 active employees)
Former employees with a balance
195
Plan assets
$32,244,916 at Dec 31, 2013
Average account balance
$21,540 across 1,497 accounts
Employer contributions
$1,368,545 in plan year 2013 (24% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Mar 19, 1993
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Oct 16, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $5.78 million went into the plan in contributions, $1.37 million of it from the employer (24%).
  • $4.49 million was paid out to participants.
  • Investment and other income added $4.25 million.
  • Administrative expenses were $35,738, about $24 per account.

How the Carriage Services. Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20091,573$19.3 million$2.43 million$1.59 million
20102,119$23.3 million$2.51 million$1.93 million
20112,152$23.7 million$1.17 million$3.43 million
20121,921$26.7 million$1.27 million$3.70 million
20131,992$32.2 million$1.37 million$4.49 million

Carriage Services. Inc. 401(k) Contact Information

Phone
713-332-8400
Mailing address
3040 POST OAK BLVD STE 300, HOUSTON TX 77056
Plan sponsor
CARRIAGE SERVICES. INC.
Employer identification number (EIN)
76-0423828
Plan number
001

Questions about the Carriage Services. Inc. 401(k)

Is the Carriage Services. Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.

Does Carriage Services. Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $1.37 million, 24% of all contributions.

Does the Carriage Services. Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carriage Services. Inc 401(k) plan?

1,992 participants at the start of plan year 2013, 1,859 of them active employees, and 195 former employees who still had money in the plan.

What is the average 401(k) balance at Carriage Services. Inc?

About $21,540 per account: $32.2 million in plan assets across 1,497 accounts with a balance at the end of plan year 2013.

Who manages the Carriage Services. Inc 401(k) accounts?

BENEFIT PLAN ADMINISTRATORS SERVICE is the plan's recordkeeper, which is where participants log in to see their balance.

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