401k Plan data: WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN plan

WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 401k Plan overview

Plan Name	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN
Plan identification number	002

WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 OAKS WEALTH ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITE OAKS WEALTH ADVISORS, INC.

Employer identification number (EIN): 411825080

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 KARL HANSON 2017-05-18
002 2015-01-01 KARL HANSON 2016-07-12
002 2014-01-01 ROBERT KLOSTERMAN 2015-07-14 ROBERT KLOSTERMAN 2015-07-14
002 2013-01-01 ROBERT KLOSTERMAN 2014-07-09 ROBERT KLOSTERMAN 2014-07-09
002 2012-01-01 ROBERT KLOSTERMAN 2013-07-15 ROBERT KLOSTERMAN 2013-07-15
002 2011-01-01 ROBERT KLOSTERMAN 2012-07-16 ROBERT KLOSTERMAN 2012-07-16
002 2010-01-01 ROBERT KLOSTERMAN 2011-06-16 ROBERT KLOSTERMAN 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	KARL HANSON	2017-05-18
002	2015-01-01	KARL HANSON	2016-07-12
002	2014-01-01	ROBERT KLOSTERMAN	2015-07-14	ROBERT KLOSTERMAN	2015-07-14
002	2013-01-01	ROBERT KLOSTERMAN	2014-07-09	ROBERT KLOSTERMAN	2014-07-09
002	2012-01-01	ROBERT KLOSTERMAN	2013-07-15	ROBERT KLOSTERMAN	2013-07-15
002	2011-01-01	ROBERT KLOSTERMAN	2012-07-16	ROBERT KLOSTERMAN	2012-07-16
002	2010-01-01	ROBERT KLOSTERMAN	2011-06-16	ROBERT KLOSTERMAN	2011-06-16

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WHITE OAKS WEALTH ADVISORS, INC.
Employer identification number (EIN):	411825080
NAIC Classification:	523900