401k Plan data: DAVID G. WHITE, P.L.L.C. 401(K) PLAN plan

DAVID G. WHITE, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan Name	DAVID G. WHITE, P.L.L.C. 401(K) PLAN
Plan identification number	002

DAVID G. WHITE, P.L.L.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

DAVID G. WHITE, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID G. WHITE, P.L.L.C.

Employer identification number (EIN): 223880029

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. WHITE, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RUSSELL J. SNOW, EA 2024-07-17
002 2022-01-01 RUSSELL J. SNOW, EA 2023-09-26
002 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-09-29
002 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2021-09-20
002 2019-01-01 ALAN GOLD, CPA 2020-09-02
002 2018-01-01 ALAN GOLD, CPA 2019-10-09
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2013-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2012-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2011-01-01 ALAN GOLD, CPA
002 2009-01-01 ALAN GOLD, CPA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	RUSSELL J. SNOW, EA	2024-07-17
002	2022-01-01	RUSSELL J. SNOW, EA	2023-09-26
002	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-09-29
002	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2021-09-20
002	2019-01-01	ALAN GOLD, CPA	2020-09-02
002	2018-01-01	ALAN GOLD, CPA	2019-10-09
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2013-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2012-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2011-01-01	ALAN GOLD, CPA
002	2009-01-01	ALAN GOLD, CPA

Plan Statistics for DAVID G. WHITE, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for DAVID G. WHITE, P.L.L.C. 401(K) PLAN

Measure Date Value
2023: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID G. WHITE, P.L.L.C. 401(K) PLAN

Measure	Date	Value
2023 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,569
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$817,300
Total plan assets at beginning of year	2023-12-31	$814,731
Other income received	2023-12-31	$2,569
Net income (gross income less expenses)	2023-12-31	$2,569
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$817,300
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$814,731
Assets. Value of real-estate (other than employer real property)	2023-12-31	$697,500
2022 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-65,874
Expenses. Total of all expenses incurred	2022-12-31	$3,276
Total plan assets at end of year	2022-12-31	$814,731
Total plan assets at beginning of year	2022-12-31	$883,881
Other income received	2022-12-31	$-65,874
Net income (gross income less expenses)	2022-12-31	$-69,150
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$814,731
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$883,881
Assets. Value of real-estate (other than employer real property)	2022-12-31	$697,500
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,276
2021 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$107,821
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$883,881
Total plan assets at beginning of year	2021-12-31	$776,060
Other income received	2021-12-31	$107,821
Net income (gross income less expenses)	2021-12-31	$107,821
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$883,881
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$776,060
Assets. Value of real-estate (other than employer real property)	2021-12-31	$697,500
2020 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,168
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$776,060
Total plan assets at beginning of year	2020-12-31	$773,892
Other income received	2020-12-31	$2,168
Net income (gross income less expenses)	2020-12-31	$2,168
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$776,060
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$773,892
Assets. Value of real-estate (other than employer real property)	2020-12-31	$772,500
2019 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$773,892
Total plan assets at beginning of year	2019-12-31	$773,892
Net income (gross income less expenses)	2019-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$773,892
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$773,892
Assets. Value of real-estate (other than employer real property)	2019-12-31	$772,500
2018 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,271
Expenses. Total of all expenses incurred	2018-12-31	$1,267
Total plan assets at end of year	2018-12-31	$773,892
Total plan assets at beginning of year	2018-12-31	$773,888
Other income received	2018-12-31	$1,271
Net income (gross income less expenses)	2018-12-31	$4
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$773,892
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$773,888
Assets. Value of real-estate (other than employer real property)	2018-12-31	$772,500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,267
2017 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$7,500
Expenses. Total of all expenses incurred	2017-12-31	$1,271
Total plan assets at end of year	2017-12-31	$773,888
Total plan assets at beginning of year	2017-12-31	$767,659
Other income received	2017-12-31	$7,500
Net income (gross income less expenses)	2017-12-31	$6,229
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$773,888
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$767,659
Assets. Value of real-estate (other than employer real property)	2017-12-31	$772,500
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,271
2016 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$33,000
Expenses. Total of all expenses incurred	2016-12-31	$21,782
Total plan assets at end of year	2016-12-31	$767,659
Total plan assets at beginning of year	2016-12-31	$756,441
Other income received	2016-12-31	$33,000
Net income (gross income less expenses)	2016-12-31	$11,218
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$767,659
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$756,441
Assets. Value of real-estate (other than employer real property)	2016-12-31	$765,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$21,782
2015 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$99
Expenses. Total of all expenses incurred	2015-12-31	$600
Total plan assets at end of year	2015-12-31	$756,441
Total plan assets at beginning of year	2015-12-31	$756,942
Other income received	2015-12-31	$99
Net income (gross income less expenses)	2015-12-31	$-501
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$756,441
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$756,942
Assets. Value of real-estate (other than employer real property)	2015-12-31	$732,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$600
2014 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$33,344
Total plan assets at end of year	2014-12-31	$756,942
Total plan assets at beginning of year	2014-12-31	$790,286
Net income (gross income less expenses)	2014-12-31	$-33,344
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$756,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$790,286
Assets. Value of real-estate (other than employer real property)	2014-12-31	$732,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$33,344
2013 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-29,553
Expenses. Total of all expenses incurred	2013-12-31	$35,808
Total plan assets at end of year	2013-12-31	$790,286
Total plan assets at beginning of year	2013-12-31	$855,647
Other income received	2013-12-31	$-29,553
Net income (gross income less expenses)	2013-12-31	$-65,361
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$790,286
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$855,647
Assets. Value of real-estate (other than employer real property)	2013-12-31	$732,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$35,808
2012 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$182,588
Expenses. Total of all expenses incurred	2012-12-31	$13,979
Total plan assets at end of year	2012-12-31	$855,647
Total plan assets at beginning of year	2012-12-31	$687,038
Other income received	2012-12-31	$182,588
Net income (gross income less expenses)	2012-12-31	$168,609
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$855,647
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$687,038
Assets. Value of real-estate (other than employer real property)	2012-12-31	$762,562
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,979
2011 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-48,692
Expenses. Total of all expenses incurred	2011-12-31	$1,500
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$687,038
Total plan assets at beginning of year	2011-12-31	$737,230
Other income received	2011-12-31	$-48,692
Net income (gross income less expenses)	2011-12-31	$-50,192
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$687,038
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$737,230
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$580,682
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,500
2010 : DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-44,068
Expenses. Total of all expenses incurred	2010-12-31	$31,175
Benefits paid (including direct rollovers)	2010-12-31	$30,000
Total plan assets at end of year	2010-12-31	$737,230
Total plan assets at beginning of year	2010-12-31	$812,473
Other income received	2010-12-31	$-44,068
Net income (gross income less expenses)	2010-12-31	$-75,243
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$737,230
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$812,473
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2010-12-31	$535,837
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,175

Form 5500 Responses for DAVID G. WHITE, P.L.L.C. 401(K) PLAN

2023: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID G. WHITE, P.L.L.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID G. WHITE, P.L.L.C.
Employer identification number (EIN):	223880029
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers