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WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITE OAK SENIOR CARE has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK SENIOR CARE
Employer identification number (EIN):205836385
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01CAROL MCDOLE2017-10-16
0012016-01-01CAROL MCDOLE
0012015-01-01CAROL MCDOLE
0012014-01-01JOSIE HESS
0012013-01-01JOSIE HESS
0012012-01-01JOSIE HESS
0012011-01-01JOSIE HESS
0012009-01-01JOSIE HESS

Plan Statistics for WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2016: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,646
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0146
Number of participants with account balances2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,518
Total number of active participants reported on line 7a of the Form 55002015-01-011,570
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-011,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,584
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,209
Total number of active participants reported on line 7a of the Form 55002014-01-011,459
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,472
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01838
Total number of active participants reported on line 7a of the Form 55002013-01-011,138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,146
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01766
Total number of active participants reported on line 7a of the Form 55002012-01-01770
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01787
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01782
Total number of active participants reported on line 7a of the Form 55002011-01-01721
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01727
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01542
Total number of active participants reported on line 7a of the Form 55002009-01-01515
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01537
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2016 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$82,347
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$178,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,237
Value of total assets at end of year2016-12-31$549,284
Value of total assets at beginning of year2016-12-31$616,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,440
Total interest from all sources2016-12-31$662
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,031
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$34,237
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$19,335
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$28,309
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-95,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$520,975
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$616,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$518,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$581,233
Interest on participant loans2016-12-31$662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$25,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,892
Contract administrator fees2016-12-31$1,440
Liabilities. Value of benefit claims payable at end of year2016-12-31$28,309
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2016-12-31310796034
2015 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$178,832
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$88,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$87,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$182,102
Value of total assets at end of year2015-12-31$616,960
Value of total assets at beginning of year2015-12-31$526,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,194
Total interest from all sources2015-12-31$1,203
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$172,619
Participant contributions at end of year2015-12-31$19,335
Participant contributions at beginning of year2015-12-31$20,736
Participant contributions at end of year2015-12-31$20
Participant contributions at beginning of year2015-12-31$458
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$90,434
Value of net assets at end of year (total assets less liabilities)2015-12-31$616,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$526,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$581,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$491,580
Interest on participant loans2015-12-31$1,095
Interest earned on other investments2015-12-31$108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$87,204
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEYRICH, CRONIN, & SCORRA
Accountancy firm EIN2015-12-31521162023
2014 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$200,161
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$91,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$73,080
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$17,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$177,340
Value of total assets at end of year2014-12-31$526,526
Value of total assets at beginning of year2014-12-31$418,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,380
Total interest from all sources2014-12-31$856
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$28,646
Administrative expenses professional fees incurred2014-12-31$1,380
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$174,902
Participant contributions at end of year2014-12-31$20,736
Participant contributions at beginning of year2014-12-31$2,602
Participant contributions at end of year2014-12-31$458
Participant contributions at beginning of year2014-12-31$2,708
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$108,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$526,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$418,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$491,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$402,702
Interest on participant loans2014-12-31$830
Interest earned on other investments2014-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,991
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$73,080
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEYRICH, CRONIN, & SCORRA
Accountancy firm EIN2014-12-31521162023
2013 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$175,790
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$61,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,965
Value of total corrective distributions2013-12-31$2,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$112,633
Value of total assets at end of year2013-12-31$418,003
Value of total assets at beginning of year2013-12-31$303,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,475
Total interest from all sources2013-12-31$191
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,475
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$41,800
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$102,763
Participant contributions at end of year2013-12-31$2,602
Participant contributions at beginning of year2013-12-31$4,767
Participant contributions at end of year2013-12-31$2,708
Participant contributions at beginning of year2013-12-31$27,496
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$114,307
Value of net assets at end of year (total assets less liabilities)2013-12-31$418,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$303,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$402,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$243,700
Interest on participant loans2013-12-31$191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$27,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$27,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$62,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$57,965
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEYRICH, CRONIN, & SCORRA
Accountancy firm EIN2013-12-31521162023
2012 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$123,625
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$72,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,128
Value of total corrective distributions2012-12-31$11,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$94,024
Value of total assets at end of year2012-12-31$303,696
Value of total assets at beginning of year2012-12-31$252,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$785
Total interest from all sources2012-12-31$669
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$785
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,342
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$89,703
Participant contributions at end of year2012-12-31$4,767
Participant contributions at beginning of year2012-12-31$5,193
Participant contributions at end of year2012-12-31$27,496
Participant contributions at beginning of year2012-12-31$2,908
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$51,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$303,696
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$252,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$243,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$215,629
Interest on participant loans2012-12-31$173
Interest earned on other investments2012-12-31$496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$27,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$28,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$60,128
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEYRICH, CRONIN, & SCORRA
Accountancy firm EIN2012-12-31521162023
2011 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$75,466
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$55,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,329
Value of total corrective distributions2011-12-31$3,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$88,682
Value of total assets at end of year2011-12-31$252,553
Value of total assets at beginning of year2011-12-31$232,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,362
Total interest from all sources2011-12-31$479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$88,682
Participant contributions at end of year2011-12-31$5,193
Participant contributions at beginning of year2011-12-31$8,716
Participant contributions at end of year2011-12-31$2,908
Participant contributions at beginning of year2011-12-31$1,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$20,152
Value of net assets at end of year (total assets less liabilities)2011-12-31$252,553
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$232,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$215,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$195,401
Interest on participant loans2011-12-31$479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$50,329
Contract administrator fees2011-12-31$1,362
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MICHAEL D SISK & COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$68,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$52,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,270
Value of total assets at end of year2010-12-31$232,401
Value of total assets at beginning of year2010-12-31$216,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,035
Total interest from all sources2010-12-31$194
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$46,270
Participant contributions at end of year2010-12-31$8,716
Participant contributions at beginning of year2010-12-31$1,951
Participant contributions at end of year2010-12-31$1,717
Participant contributions at beginning of year2010-12-31$1,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,818
Value of net assets at end of year (total assets less liabilities)2010-12-31$232,401
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$216,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$195,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$194,688
Interest on participant loans2010-12-31$194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,778
Contract administrator fees2010-12-31$1,035
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MICHAEL D SISK & COMPANY, PC
Accountancy firm EIN2010-12-31521857374

Form 5500 Responses for WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN

2016: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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