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WHITE OAK GROUP, LLC SAVINGS PLAN 401k Plan overview

Plan NameWHITE OAK GROUP, LLC SAVINGS PLAN
Plan identification number 001

WHITE OAK GROUP, LLC SAVINGS PLAN 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITE OAK GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK GROUP, LLC
Employer identification number (EIN):421695430
NAIC Classification:321110

Additional information about WHITE OAK GROUP, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2013-11-06
Company Identification Number: L13000155999
Legal Registered Office Address: 20 LA VISTA DRIVE

PONTE VEDRA

32082

More information about WHITE OAK GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK GROUP, LLC SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLY SEATS2024-05-28
0012022-01-01KIMBERLY SEATS2023-05-03
0012021-01-01KIMBERLY SEATS2022-03-31
0012020-01-01KIMBERLY SEATS2021-04-30
0012019-01-01KIMBERLY SEATS2020-05-29
0012018-01-01KIMBERLY SEATS2019-05-28
0012017-01-01KIMBERLY SEATS2018-07-23
0012016-01-01KIMBERLY SEATS2017-06-15
0012015-01-01KIMBERLY SEATS2016-04-19
0012014-01-01KIMBERLY SEATS2015-07-20
0012013-01-01JOHN F. DILORENZO2014-07-21
0012012-01-01JOHN F. DILORENZO2013-06-13
0012011-01-01JOHN DILORENZO2012-05-30
0012010-01-01JOHN DILORENZO2011-07-15
0012009-01-01JOHN DILORENZO

Plan Statistics for WHITE OAK GROUP, LLC SAVINGS PLAN

401k plan membership statisitcs for WHITE OAK GROUP, LLC SAVINGS PLAN

Measure Date Value
2009: WHITE OAK GROUP, LLC SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01297
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for WHITE OAK GROUP, LLC SAVINGS PLAN

2009: WHITE OAK GROUP, LLC SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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