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WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

WHITE & ASSOCIATES EXECUTIVE has sponsored the creation of one or more 401k plans.

Company Name:WHITE & ASSOCIATES EXECUTIVE
Employer identification number (EIN):205960204
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01WHITE ASSOCIATES EXECUTIVE
0012009-11-01RICHARD WHITE
0012008-11-01

Plan Statistics for WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-013
Total number of active participants reported on line 7a of the Form 55002009-11-012
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-012
Total participants2009-11-012
Number of participants with account balances2009-11-011

Financial Data on WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011 : WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-117,835
Expenses. Total of all expenses incurred2011-12-31$32
Total plan assets at end of year2011-12-31$15,032
Total plan assets at beginning of year2011-12-31$132,899
Value of fidelity bond covering the plan2011-12-31$0
Total contributions received or receivable from participants2011-12-31$6,950
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-124,785
Net income (gross income less expenses)2011-12-31$-117,867
Net plan assets at end of year (total assets less liabilities)2011-12-31$15,032
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$132,899
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$32
2010 : WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$30,956
Total plan assets at end of year2010-12-31$132,899
Total plan assets at beginning of year2010-12-31$101,943
Total contributions received or receivable from participants2010-12-31$950
Other income received2010-12-31$30,006
Net income (gross income less expenses)2010-12-31$30,956
Net plan assets at end of year (total assets less liabilities)2010-12-31$132,899
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$101,943
Assets. Value of employer securities2010-12-31$124,289

Form 5500 Responses for WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST

2011: WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 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 & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: WHITE & ASSOCIATES EXECUTIVE R 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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