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WHITE OAK PHARMACY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWHITE OAK PHARMACY, INC. RETIREMENT PLAN
Plan identification number 001

WHITE OAK PHARMACY, INC. RETIREMENT 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.

401k Sponsoring company profile

WHITE OAK PHARMACY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK PHARMACY, INC.
Employer identification number (EIN):571105113
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Additional information about WHITE OAK PHARMACY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1994-02-14
Company Identification Number: 864763
Legal Registered Office Address: RT 1 BOX 165
-
BEVERLY
United States of America (USA)
45715

More information about WHITE OAK PHARMACY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK PHARMACY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01MARY LUDLOW
0012016-10-01MARY LUDLOW
0012015-10-01MARY LUDLOW
0012014-10-01MARY LUDLOW
0012013-10-01MARY LUDLOW
0012012-10-01MARY LUDLOW MARY LUDLOW2014-04-21
0012011-10-01MARY LUDLOW2012-12-07 MARY LUDLOW2012-12-07
0012010-10-01MARY LUDLOW2011-11-14 MARY LUDLOW2011-11-14

Plan Statistics for WHITE OAK PHARMACY, INC. RETIREMENT PLAN

401k plan membership statisitcs for WHITE OAK PHARMACY, INC. RETIREMENT PLAN

Measure Date Value
2022: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0132
Total number of active participants reported on line 7a of the Form 55002022-10-0130
Number of retired or separated participants receiving benefits2022-10-011
Number of other retired or separated participants entitled to future benefits2022-10-011
Total of all active and inactive participants2022-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0132
Number of participants with account balances2022-10-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0132
Total number of active participants reported on line 7a of the Form 55002021-10-0130
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-012
Total of all active and inactive participants2021-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0132
Number of participants with account balances2021-10-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0134
Total number of active participants reported on line 7a of the Form 55002020-10-0129
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-013
Total of all active and inactive participants2020-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0132
Number of participants with account balances2020-10-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0137
Total number of active participants reported on line 7a of the Form 55002019-10-0132
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-012
Total of all active and inactive participants2019-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0134
Number of participants with account balances2019-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0139
Total number of active participants reported on line 7a of the Form 55002018-10-0137
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0137
Number of participants with account balances2018-10-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0142
Total number of active participants reported on line 7a of the Form 55002017-10-0137
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0139
Number of participants with account balances2017-10-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0138
Total number of active participants reported on line 7a of the Form 55002016-10-0138
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-013
Total of all active and inactive participants2016-10-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0142
Number of participants with account balances2016-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0141
Total number of active participants reported on line 7a of the Form 55002015-10-0137
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0138
Number of participants with account balances2015-10-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0144
Total number of active participants reported on line 7a of the Form 55002014-10-0139
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0141
Number of participants with account balances2014-10-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0141
Total number of active participants reported on line 7a of the Form 55002013-10-0139
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-015
Total of all active and inactive participants2013-10-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0144
Number of participants with account balances2013-10-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0137
Total number of active participants reported on line 7a of the Form 55002012-10-0138
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-013
Total of all active and inactive participants2012-10-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0141
Number of participants with account balances2012-10-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010

Financial Data on WHITE OAK PHARMACY, INC. RETIREMENT PLAN

Measure Date Value
2023 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-09-30$0
Total plan liabilities at end of year2023-09-30$0
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$941,611
Expenses. Total of all expenses incurred2023-09-30$86,209
Benefits paid (including direct rollovers)2023-09-30$86,159
Total plan assets at end of year2023-09-30$5,698,953
Total plan assets at beginning of year2023-09-30$4,843,551
Value of fidelity bond covering the plan2023-09-30$500,000
Assets. Value of tangible personal property2023-09-30$0
Total contributions received or receivable from participants2023-09-30$185,392
Assets. Value of loans (other than to participants)2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$670,026
Noncash contributions received2023-09-30$0
Net income (gross income less expenses)2023-09-30$855,402
Net plan assets at end of year (total assets less liabilities)2023-09-30$5,698,953
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$4,843,551
Assets. Value of participant loans2023-09-30$0
Assets. Value of assets in partnership/joint-venture interests2023-09-30$0
Assets. Value of real-estate (other than employer real property)2023-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-09-30$0
Assets. Value of employer securities2023-09-30$0
Assets. Value of employer real property2023-09-30$0
Total contributions received or receivable from employer(s)2023-09-30$86,193
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$50
2022 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-09-30$0
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-790,353
Expenses. Total of all expenses incurred2022-09-30$35,645
Benefits paid (including direct rollovers)2022-09-30$35,620
Total plan assets at end of year2022-09-30$4,843,551
Total plan assets at beginning of year2022-09-30$5,669,549
Value of fidelity bond covering the plan2022-09-30$500,000
Assets. Value of tangible personal property2022-09-30$0
Total contributions received or receivable from participants2022-09-30$181,193
Assets. Value of loans (other than to participants)2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-1,054,566
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-825,998
Net plan assets at end of year (total assets less liabilities)2022-09-30$4,843,551
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$5,669,549
Assets. Value of participant loans2022-09-30$0
Assets. Value of assets in partnership/joint-venture interests2022-09-30$0
Assets. Value of real-estate (other than employer real property)2022-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-09-30$0
Assets. Value of employer securities2022-09-30$0
Assets. Value of employer real property2022-09-30$0
Total contributions received or receivable from employer(s)2022-09-30$83,020
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$25
2021 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-09-30$0
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$1,176,383
Expenses. Total of all expenses incurred2021-09-30$131,699
Benefits paid (including direct rollovers)2021-09-30$131,674
Total plan assets at end of year2021-09-30$5,669,549
Total plan assets at beginning of year2021-09-30$4,624,865
Value of fidelity bond covering the plan2021-09-30$500,000
Assets. Value of tangible personal property2021-09-30$0
Total contributions received or receivable from participants2021-09-30$161,106
Assets. Value of loans (other than to participants)2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$939,546
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$1,044,684
Net plan assets at end of year (total assets less liabilities)2021-09-30$5,669,549
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$4,624,865
Assets. Value of participant loans2021-09-30$0
Assets. Value of assets in partnership/joint-venture interests2021-09-30$0
Assets. Value of real-estate (other than employer real property)2021-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-09-30$0
Assets. Value of employer securities2021-09-30$0
Assets. Value of employer real property2021-09-30$0
Total contributions received or receivable from employer(s)2021-09-30$75,731
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$25
2020 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$731,071
Expenses. Total of all expenses incurred2020-09-30$23,035
Benefits paid (including direct rollovers)2020-09-30$23,035
Total plan assets at end of year2020-09-30$4,624,865
Total plan assets at beginning of year2020-09-30$3,916,829
Value of fidelity bond covering the plan2020-09-30$500,000
Assets. Value of tangible personal property2020-09-30$0
Total contributions received or receivable from participants2020-09-30$170,976
Assets. Value of loans (other than to participants)2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$474,428
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$708,036
Net plan assets at end of year (total assets less liabilities)2020-09-30$4,624,865
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$3,916,829
Assets. Value of participant loans2020-09-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-09-30$0
Assets. Value of assets in partnership/joint-venture interests2020-09-30$0
Assets. Value of real-estate (other than employer real property)2020-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-09-30$0
Assets. Value of employer securities2020-09-30$0
Assets. Value of employer real property2020-09-30$0
Total contributions received or receivable from employer(s)2020-09-30$85,667
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$0
2019 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$389,138
Expenses. Total of all expenses incurred2019-09-30$96,687
Benefits paid (including direct rollovers)2019-09-30$96,637
Total plan assets at end of year2019-09-30$3,916,829
Total plan assets at beginning of year2019-09-30$3,624,378
Value of fidelity bond covering the plan2019-09-30$300,000
Total contributions received or receivable from participants2019-09-30$171,934
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$132,654
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$292,451
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,916,829
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,624,378
Total contributions received or receivable from employer(s)2019-09-30$84,550
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$50
2018 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$490,946
Expenses. Total of all expenses incurred2018-09-30$12,401
Benefits paid (including direct rollovers)2018-09-30$12,376
Total plan assets at end of year2018-09-30$3,624,378
Total plan assets at beginning of year2018-09-30$3,145,833
Value of fidelity bond covering the plan2018-09-30$300,000
Total contributions received or receivable from participants2018-09-30$167,706
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$240,216
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$478,545
Net plan assets at end of year (total assets less liabilities)2018-09-30$3,624,378
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$3,145,833
Total contributions received or receivable from employer(s)2018-09-30$83,024
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$25
2017 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$610,694
Expenses. Total of all expenses incurred2017-09-30$244,301
Benefits paid (including direct rollovers)2017-09-30$244,201
Total plan assets at end of year2017-09-30$3,145,833
Total plan assets at beginning of year2017-09-30$2,779,440
Value of fidelity bond covering the plan2017-09-30$300,000
Total contributions received or receivable from participants2017-09-30$172,655
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$-211
Other income received2017-09-30$356,098
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$366,393
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,145,833
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,779,440
Total contributions received or receivable from employer(s)2017-09-30$82,152
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$100
2016 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$441,354
Expenses. Total of all expenses incurred2016-09-30$25,141
Benefits paid (including direct rollovers)2016-09-30$24,983
Total plan assets at end of year2016-09-30$2,779,440
Total plan assets at beginning of year2016-09-30$2,363,227
Value of fidelity bond covering the plan2016-09-30$300,000
Total contributions received or receivable from participants2016-09-30$140,944
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$232,484
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$416,213
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,779,440
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,363,227
Total contributions received or receivable from employer(s)2016-09-30$67,926
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$158
2015 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$127,684
Expenses. Total of all expenses incurred2015-09-30$38,955
Benefits paid (including direct rollovers)2015-09-30$38,890
Total plan assets at end of year2015-09-30$2,363,227
Total plan assets at beginning of year2015-09-30$2,274,498
Value of fidelity bond covering the plan2015-09-30$300,000
Total contributions received or receivable from participants2015-09-30$125,427
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-60,540
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$88,729
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,363,227
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,274,498
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-09-30$0
Total contributions received or receivable from employer(s)2015-09-30$62,797
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$65
2014 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total income from all sources2014-09-30$388,213
Expenses. Total of all expenses incurred2014-09-30$17,605
Benefits paid (including direct rollovers)2014-09-30$17,480
Total plan assets at end of year2014-09-30$2,274,498
Total plan assets at beginning of year2014-09-30$1,903,890
Value of fidelity bond covering the plan2014-09-30$200,000
Total contributions received or receivable from participants2014-09-30$133,710
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$16
Other income received2014-09-30$184,112
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$370,608
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,274,498
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,903,890
Total contributions received or receivable from employer(s)2014-09-30$70,375
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$125
2013 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$240,990
Expenses. Total of all expenses incurred2013-09-30$96,580
Benefits paid (including direct rollovers)2013-09-30$96,509
Total plan assets at end of year2013-09-30$1,903,890
Total plan assets at beginning of year2013-09-30$1,759,480
Value of fidelity bond covering the plan2013-09-30$200,000
Total contributions received or receivable from participants2013-09-30$133,283
Other income received2013-09-30$29,397
Net income (gross income less expenses)2013-09-30$144,410
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,903,890
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,759,480
Total contributions received or receivable from employer(s)2013-09-30$78,310
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$71
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0

Form 5500 Responses for WHITE OAK PHARMACY, INC. RETIREMENT PLAN

2022: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingNo
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

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