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WHITE OAK LIBRARY DISTRICT 403(B) PLAN 401k Plan overview

Plan NameWHITE OAK LIBRARY DISTRICT 403(B) PLAN
Plan identification number 001

WHITE OAK LIBRARY DISTRICT 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

WHITE OAK LIBRARY DISTRICT has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK LIBRARY DISTRICT
Employer identification number (EIN):366006341
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK LIBRARY DISTRICT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHERINE NELSON2024-10-02 KATHERINE NELSON2024-10-02
0012022-01-01DEBRA CHAPP2023-05-31 DEBRA CHAPP2023-05-31
0012021-01-01DEBRA CHAPP2022-04-28 DEBRA CHAPP2022-04-28
0012020-01-01DEBRA CHAPP2021-05-27 DEBRA CHAPP2021-05-27
0012019-01-01DEBRA CHAPP2020-09-01 DEBRA CHAPP2020-09-01
0012018-01-01DEBRA CHAPP2019-04-04 DEBRA CHAPP2019-04-04
0012017-01-01DEBRA CHAPP2018-06-21 DEBRA CHAPP2018-06-21
0012016-01-01DEBRA CHAPP2017-07-19 DEBRA CHAPP2017-07-19
0012015-01-01DEBRA CHAPP2016-09-15
0012014-01-01DEBRA CHAPP2015-02-20 DEBRA CHAPP2015-02-20
0012013-01-01DEBRA CHAPP2014-07-07 DEBRA CHAPP2014-07-07
0012012-01-01DEBRA CHAPP2013-08-22 DEBRA CHAPP2013-08-22
0012011-01-01DEBRA CHAPP2012-05-30
0012010-01-01DEBRA CHAPP2011-07-18
0012009-01-01DEBRA CHAPP

Plan Statistics for WHITE OAK LIBRARY DISTRICT 403(B) PLAN

401k plan membership statisitcs for WHITE OAK LIBRARY DISTRICT 403(B) PLAN

Measure Date Value
2009: WHITE OAK LIBRARY DISTRICT 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Form 5500 Responses for WHITE OAK LIBRARY DISTRICT 403(B) PLAN

2009: WHITE OAK LIBRARY DISTRICT 403(B) 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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