401k Plan data: WHITAKER BROTHERS, INC. 401K PLAN plan

WHITAKER BROTHERS, INC. 401K PLAN 401k Plan overview

Plan Name	WHITAKER BROTHERS, INC. 401K PLAN
Plan identification number	001

WHITAKER BROTHERS, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

WHITAKER BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITAKER BROTHERS, INC.

Employer identification number (EIN): 450469901

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about WHITAKER BROTHERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1955-12-31

Company Identification Number: 189948

Legal Registered Office Address: 109 INTERLAKE BLVD

LAKE PLACID

33852

More information about WHITAKER BROTHERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITAKER BROTHERS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 F. CRAIG WHITAKER
001 2011-01-01 F. CRAIG WHITAKER
001 2009-01-01 F. CRAIG WHITAKER
001 2009-01-01 F. CRAIG WHITAKER

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	F. CRAIG WHITAKER
001	2011-01-01	F. CRAIG WHITAKER
001	2009-01-01	F. CRAIG WHITAKER
001	2009-01-01	F. CRAIG WHITAKER

Plan Statistics for WHITAKER BROTHERS, INC. 401K PLAN

401k plan membership statisitcs for WHITAKER BROTHERS, INC. 401K PLAN

Measure Date Value
2012: WHITAKER BROTHERS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 7
2011: WHITAKER BROTHERS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: WHITAKER BROTHERS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2012: WHITAKER BROTHERS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	7
2011: WHITAKER BROTHERS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: WHITAKER BROTHERS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on WHITAKER BROTHERS, INC. 401K PLAN

Measure	Date	Value
2012 : WHITAKER BROTHERS, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$35,953
Expenses. Total of all expenses incurred	2012-12-31	$2,304
Benefits paid (including direct rollovers)	2012-12-31	$2,276
Total plan assets at end of year	2012-12-31	$200,948
Total plan assets at beginning of year	2012-12-31	$167,299
Total contributions received or receivable from participants	2012-12-31	$9,616
Expenses. Other expenses not covered elsewhere	2012-12-31	$28
Other income received	2012-12-31	$23,163
Net income (gross income less expenses)	2012-12-31	$33,649
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$200,948
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$167,299
Total contributions received or receivable from employer(s)	2012-12-31	$3,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WHITAKER BROTHERS, INC. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,597
Expenses. Total of all expenses incurred	2011-12-31	$26,099
Benefits paid (including direct rollovers)	2011-12-31	$24,229
Total plan assets at end of year	2011-12-31	$167,299
Total plan assets at beginning of year	2011-12-31	$191,801
Total contributions received or receivable from participants	2011-12-31	$10,122
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,870
Other income received	2011-12-31	$-11,865
Net income (gross income less expenses)	2011-12-31	$-24,502
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$167,299
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$191,801
Total contributions received or receivable from employer(s)	2011-12-31	$3,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WHITAKER BROTHERS, INC. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$42,047
Expenses. Total of all expenses incurred	2010-12-31	$4,589
Benefits paid (including direct rollovers)	2010-12-31	$2,319
Total plan assets at end of year	2010-12-31	$191,801
Total plan assets at beginning of year	2010-12-31	$154,343
Total contributions received or receivable from participants	2010-12-31	$17,371
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,270
Other income received	2010-12-31	$21,653
Net income (gross income less expenses)	2010-12-31	$37,458
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$191,801
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$154,343
Total contributions received or receivable from employer(s)	2010-12-31	$3,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WHITAKER BROTHERS, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WHITAKER BROTHERS, INC. 401K PLAN

2012: WHITAKER BROTHERS, INC. 401K 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHITAKER BROTHERS, INC. 401K 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WHITAKER BROTHERS, INC. 401K 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

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Company Name:	WHITAKER BROTHERS, INC.
Employer identification number (EIN):	450469901
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1955-12-31
Company Identification Number:	189948
Legal Registered Office Address:	109 INTERLAKE BLVD LAKE PLACID 33852