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| Plan Name | WHITE & ROSATA, LLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WHITE & ROSATA, LLC |
| Employer identification number (EIN): | 550830879 |
| NAIC Classification: | 531320 |
| NAIC Description: | Offices of Real Estate Appraisers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CHRIS ROSATA | 2024-09-03 | ||
| 001 | 2022-01-01 | CHRIS ROSATA | 2023-06-29 | ||
| 001 | 2021-01-01 | CHRIS ROSATA | 2022-07-21 | ||
| 001 | 2020-01-01 | CHRIS ROSATA | 2021-06-09 | ||
| 001 | 2019-01-01 | CHRIS ROSATA | 2020-07-16 | ||
| 001 | 2018-01-01 | CHRIS ROSATA | 2019-05-16 | ||
| 001 | 2017-01-01 | CHRIS ROSATA | 2018-09-04 | ||
| 001 | 2016-01-01 | CHRIS ROSATA | 2017-08-24 | ||
| 001 | 2015-01-01 | CHRIS ROSATA | 2016-06-03 | ||
| 001 | 2014-01-01 | CHRIS ROSATA | 2015-09-02 | ||
| 001 | 2013-01-01 | CHRIS ROSATA | 2014-06-09 | ||
| 001 | 2012-01-01 | CHRIS ROSATA | 2013-06-26 | ||
| 001 | 2011-01-01 | CHRIS ROSATA | 2012-05-02 | CHRIS ROSATA | 2012-05-02 |
| 001 | 2009-01-01 | CHRISTOPHER ROSATA | CHRISTOPHER ROSATA | 2010-07-21 | |
| 001 | 2009-01-01 | CHRISTOPHER ROSATA | CHRISTOPHER ROSATA | 2010-07-21 |
| Measure | Date | Value |
|---|---|---|
| 2009: WHITE & ROSATA, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : WHITE & ROSATA, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $101,940 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $321,243 |
| Total plan assets at beginning of year | 2010-12-31 | $219,303 |
| Value of fidelity bond covering the plan | 2010-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $33,293 |
| Other income received | 2010-12-31 | $24,116 |
| Net income (gross income less expenses) | 2010-12-31 | $101,940 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $321,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $219,303 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $44,531 |
| 2009: WHITE & ROSATA, LLC 401(K) PROFIT SHARING 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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