Plan Name | WHITE OAK GROUP, LLC SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | KIMBERLY SEATS | 2024-05-28 | ||
001 | 2022-01-01 | KIMBERLY SEATS | 2023-05-03 | ||
001 | 2021-01-01 | KIMBERLY SEATS | 2022-03-31 | ||
001 | 2020-01-01 | KIMBERLY SEATS | 2021-04-30 | ||
001 | 2019-01-01 | KIMBERLY SEATS | 2020-05-29 | ||
001 | 2018-01-01 | KIMBERLY SEATS | 2019-05-28 | ||
001 | 2017-01-01 | KIMBERLY SEATS | 2018-07-23 | ||
001 | 2016-01-01 | KIMBERLY SEATS | 2017-06-15 | ||
001 | 2015-01-01 | KIMBERLY SEATS | 2016-04-19 | ||
001 | 2014-01-01 | KIMBERLY SEATS | 2015-07-20 | ||
001 | 2013-01-01 | JOHN F. DILORENZO | 2014-07-21 | ||
001 | 2012-01-01 | JOHN F. DILORENZO | 2013-06-13 | ||
001 | 2011-01-01 | JOHN DILORENZO | 2012-05-30 | ||
001 | 2010-01-01 | JOHN DILORENZO | 2011-07-15 | ||
001 | 2009-01-01 | JOHN DILORENZO |
Measure | Date | Value |
---|---|---|
2009: WHITE OAK GROUP, LLC SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2009: WHITE OAK GROUP, LLC SAVINGS 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |