WHITE OAK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN
401k plan membership statisitcs for WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2012: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| 2011: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| 2010: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2012 : WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $761,444 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $761,444 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $761,444 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $129,977 |
| Other income received | 2012-12-31 | $116,337 |
| Net income (gross income less expenses) | 2012-12-31 | $-761,444 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $761,444 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $288,437 |
| 2011 : WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $92,825 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $761,444 |
| Total plan assets at beginning of year | 2011-12-31 | $668,619 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $132,472 |
| Other income received | 2011-12-31 | $92,825 |
| Net income (gross income less expenses) | 2011-12-31 | $92,825 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $761,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $668,619 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $290,932 |
| 2010 : WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $401,887 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $135,651 |
| Total plan assets at end of year | 2010-12-31 | $604,281 |
| Total plan assets at beginning of year | 2010-12-31 | $338,045 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $135,651 |
| Other income received | 2010-12-31 | $107,776 |
| Net income (gross income less expenses) | 2010-12-31 | $266,236 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $604,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $338,045 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $294,111 |
| 2012: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT 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 – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT 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 – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010: WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | C5197 |
| Policy instance | 1 |
| Insurance contract or identification number | C5197 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | C5233 |
| Policy instance | 1 |
| Insurance contract or identification number | C5233 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $7,931 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $7,931 | | Insurance broker organization code? | 3 | | Insurance broker name | PATRICK BROWN |
|
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | C5233 |
| Policy instance | 1 |
| Insurance contract or identification number | C5233 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,931 | | Total amount of fees paid to insurance company | USD $0 |
|
| THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) |
| Policy contract number | C5233 |
| Policy instance | 1 |
| Insurance contract or identification number | C5233 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $12,357 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $12,357 | | Insurance broker organization code? | 3 | | Insurance broker name | PATRICK BROWN |
|
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