Plan Name | WHITE OAK PHARMACY, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-10-01 | ||||
001 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | MARY LUDLOW | |||
001 | 2016-10-01 | MARY LUDLOW | |||
001 | 2015-10-01 | MARY LUDLOW | |||
001 | 2014-10-01 | MARY LUDLOW | |||
001 | 2013-10-01 | MARY LUDLOW | |||
001 | 2012-10-01 | MARY LUDLOW | MARY LUDLOW | 2014-04-21 | |
001 | 2011-10-01 | MARY LUDLOW | 2012-12-07 | MARY LUDLOW | 2012-12-07 |
001 | 2010-10-01 | MARY LUDLOW | 2011-11-14 | MARY LUDLOW | 2011-11-14 |
Measure | Date | Value |
---|---|---|
2022: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-10-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 30 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 1 |
Total of all active and inactive participants | 2022-10-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
Total participants | 2022-10-01 | 32 |
Number of participants with account balances | 2022-10-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
2021: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-10-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 30 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 2 |
Total of all active and inactive participants | 2021-10-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 32 |
Number of participants with account balances | 2021-10-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
2020: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 29 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 3 |
Total of all active and inactive participants | 2020-10-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 32 |
Number of participants with account balances | 2020-10-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
2019: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-10-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 2 |
Total of all active and inactive participants | 2019-10-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 34 |
Number of participants with account balances | 2019-10-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 37 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 37 |
Number of participants with account balances | 2018-10-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 37 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 2 |
Total of all active and inactive participants | 2017-10-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 39 |
Number of participants with account balances | 2017-10-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 38 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 3 |
Total of all active and inactive participants | 2016-10-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 42 |
Number of participants with account balances | 2016-10-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 37 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 1 |
Total of all active and inactive participants | 2015-10-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 38 |
Number of participants with account balances | 2015-10-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
2014: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 2 |
Total of all active and inactive participants | 2014-10-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 41 |
Number of participants with account balances | 2014-10-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 1 |
2013: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 39 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 5 |
Total of all active and inactive participants | 2013-10-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 44 |
Number of participants with account balances | 2013-10-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 3 |
2012: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 38 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 3 |
Total of all active and inactive participants | 2012-10-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 41 |
Number of participants with account balances | 2012-10-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-09-30 | $0 |
Total plan liabilities at end of year | 2023-09-30 | $0 |
Total plan liabilities at beginning of year | 2023-09-30 | $0 |
Total income from all sources | 2023-09-30 | $941,611 |
Expenses. Total of all expenses incurred | 2023-09-30 | $86,209 |
Benefits paid (including direct rollovers) | 2023-09-30 | $86,159 |
Total plan assets at end of year | 2023-09-30 | $5,698,953 |
Total plan assets at beginning of year | 2023-09-30 | $4,843,551 |
Value of fidelity bond covering the plan | 2023-09-30 | $500,000 |
Assets. Value of tangible personal property | 2023-09-30 | $0 |
Total contributions received or receivable from participants | 2023-09-30 | $185,392 |
Assets. Value of loans (other than to participants) | 2023-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
Other income received | 2023-09-30 | $670,026 |
Noncash contributions received | 2023-09-30 | $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 loans | 2023-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-09-30 | $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 2510.3-102 | 2023-09-30 | $0 |
Assets. Value of employer securities | 2023-09-30 | $0 |
Assets. Value of employer real property | 2023-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-09-30 | $86,193 |
Value of certain deemed distributions of participant loans | 2023-09-30 | $0 |
Value of corrective distributions | 2023-09-30 | $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 plan | 2022-09-30 | $0 |
Total plan liabilities at end of year | 2022-09-30 | $0 |
Total plan liabilities at beginning of year | 2022-09-30 | $0 |
Total income from all sources | 2022-09-30 | $-790,353 |
Expenses. Total of all expenses incurred | 2022-09-30 | $35,645 |
Benefits paid (including direct rollovers) | 2022-09-30 | $35,620 |
Total plan assets at end of year | 2022-09-30 | $4,843,551 |
Total plan assets at beginning of year | 2022-09-30 | $5,669,549 |
Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
Assets. Value of tangible personal property | 2022-09-30 | $0 |
Total contributions received or receivable from participants | 2022-09-30 | $181,193 |
Assets. Value of loans (other than to participants) | 2022-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
Other income received | 2022-09-30 | $-1,054,566 |
Noncash contributions received | 2022-09-30 | $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 loans | 2022-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-09-30 | $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 2510.3-102 | 2022-09-30 | $0 |
Assets. Value of employer securities | 2022-09-30 | $0 |
Assets. Value of employer real property | 2022-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $83,020 |
Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of corrective distributions | 2022-09-30 | $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 plan | 2021-09-30 | $0 |
Total plan liabilities at end of year | 2021-09-30 | $0 |
Total plan liabilities at beginning of year | 2021-09-30 | $0 |
Total income from all sources | 2021-09-30 | $1,176,383 |
Expenses. Total of all expenses incurred | 2021-09-30 | $131,699 |
Benefits paid (including direct rollovers) | 2021-09-30 | $131,674 |
Total plan assets at end of year | 2021-09-30 | $5,669,549 |
Total plan assets at beginning of year | 2021-09-30 | $4,624,865 |
Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
Assets. Value of tangible personal property | 2021-09-30 | $0 |
Total contributions received or receivable from participants | 2021-09-30 | $161,106 |
Assets. Value of loans (other than to participants) | 2021-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $0 |
Other income received | 2021-09-30 | $939,546 |
Noncash contributions received | 2021-09-30 | $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 loans | 2021-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-09-30 | $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 2510.3-102 | 2021-09-30 | $0 |
Assets. Value of employer securities | 2021-09-30 | $0 |
Assets. Value of employer real property | 2021-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $75,731 |
Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of corrective distributions | 2021-09-30 | $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 plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $731,071 |
Expenses. Total of all expenses incurred | 2020-09-30 | $23,035 |
Benefits paid (including direct rollovers) | 2020-09-30 | $23,035 |
Total plan assets at end of year | 2020-09-30 | $4,624,865 |
Total plan assets at beginning of year | 2020-09-30 | $3,916,829 |
Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
Assets. Value of tangible personal property | 2020-09-30 | $0 |
Total contributions received or receivable from participants | 2020-09-30 | $170,976 |
Assets. Value of loans (other than to participants) | 2020-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $474,428 |
Noncash contributions received | 2020-09-30 | $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 loans | 2020-09-30 | $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 year | 2020-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $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 2510.3-102 | 2020-09-30 | $0 |
Assets. Value of employer securities | 2020-09-30 | $0 |
Assets. Value of employer real property | 2020-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $85,667 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $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 plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $389,138 |
Expenses. Total of all expenses incurred | 2019-09-30 | $96,687 |
Benefits paid (including direct rollovers) | 2019-09-30 | $96,637 |
Total plan assets at end of year | 2019-09-30 | $3,916,829 |
Total plan assets at beginning of year | 2019-09-30 | $3,624,378 |
Value of fidelity bond covering the plan | 2019-09-30 | $300,000 |
Total contributions received or receivable from participants | 2019-09-30 | $171,934 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $132,654 |
Noncash contributions received | 2019-09-30 | $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 loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $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 plan | 2018-09-30 | $0 |
Total plan liabilities at end of year | 2018-09-30 | $0 |
Total plan liabilities at beginning of year | 2018-09-30 | $0 |
Total income from all sources | 2018-09-30 | $490,946 |
Expenses. Total of all expenses incurred | 2018-09-30 | $12,401 |
Benefits paid (including direct rollovers) | 2018-09-30 | $12,376 |
Total plan assets at end of year | 2018-09-30 | $3,624,378 |
Total plan assets at beginning of year | 2018-09-30 | $3,145,833 |
Value of fidelity bond covering the plan | 2018-09-30 | $300,000 |
Total contributions received or receivable from participants | 2018-09-30 | $167,706 |
Expenses. Other expenses not covered elsewhere | 2018-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2018-09-30 | $0 |
Other income received | 2018-09-30 | $240,216 |
Noncash contributions received | 2018-09-30 | $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 loans | 2018-09-30 | $0 |
Value of corrective distributions | 2018-09-30 | $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 plan | 2017-09-30 | $0 |
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $610,694 |
Expenses. Total of all expenses incurred | 2017-09-30 | $244,301 |
Benefits paid (including direct rollovers) | 2017-09-30 | $244,201 |
Total plan assets at end of year | 2017-09-30 | $3,145,833 |
Total plan assets at beginning of year | 2017-09-30 | $2,779,440 |
Value of fidelity bond covering the plan | 2017-09-30 | $300,000 |
Total contributions received or receivable from participants | 2017-09-30 | $172,655 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $-211 |
Other income received | 2017-09-30 | $356,098 |
Noncash contributions received | 2017-09-30 | $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 loans | 2017-09-30 | $0 |
Value of corrective distributions | 2017-09-30 | $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 plan | 2016-09-30 | $0 |
Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $441,354 |
Expenses. Total of all expenses incurred | 2016-09-30 | $25,141 |
Benefits paid (including direct rollovers) | 2016-09-30 | $24,983 |
Total plan assets at end of year | 2016-09-30 | $2,779,440 |
Total plan assets at beginning of year | 2016-09-30 | $2,363,227 |
Value of fidelity bond covering the plan | 2016-09-30 | $300,000 |
Total contributions received or receivable from participants | 2016-09-30 | $140,944 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $232,484 |
Noncash contributions received | 2016-09-30 | $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 loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $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 plan | 2015-09-30 | $0 |
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $127,684 |
Expenses. Total of all expenses incurred | 2015-09-30 | $38,955 |
Benefits paid (including direct rollovers) | 2015-09-30 | $38,890 |
Total plan assets at end of year | 2015-09-30 | $2,363,227 |
Total plan assets at beginning of year | 2015-09-30 | $2,274,498 |
Value of fidelity bond covering the plan | 2015-09-30 | $300,000 |
Total contributions received or receivable from participants | 2015-09-30 | $125,427 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $-60,540 |
Noncash contributions received | 2015-09-30 | $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 2510.3-102 | 2015-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $62,797 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $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 plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $388,213 |
Expenses. Total of all expenses incurred | 2014-09-30 | $17,605 |
Benefits paid (including direct rollovers) | 2014-09-30 | $17,480 |
Total plan assets at end of year | 2014-09-30 | $2,274,498 |
Total plan assets at beginning of year | 2014-09-30 | $1,903,890 |
Value of fidelity bond covering the plan | 2014-09-30 | $200,000 |
Total contributions received or receivable from participants | 2014-09-30 | $133,710 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $16 |
Other income received | 2014-09-30 | $184,112 |
Noncash contributions received | 2014-09-30 | $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 loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $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 sources | 2013-09-30 | $240,990 |
Expenses. Total of all expenses incurred | 2013-09-30 | $96,580 |
Benefits paid (including direct rollovers) | 2013-09-30 | $96,509 |
Total plan assets at end of year | 2013-09-30 | $1,903,890 |
Total plan assets at beginning of year | 2013-09-30 | $1,759,480 |
Value of fidelity bond covering the plan | 2013-09-30 | $200,000 |
Total contributions received or receivable from participants | 2013-09-30 | $133,283 |
Other income received | 2013-09-30 | $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 securities | 2013-09-30 | $0 |
2022: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-10-01 | Type of plan entity | Single employer plan |
2022-10-01 | This submission is the final filing | No |
2022-10-01 | Plan is a collectively bargained plan | No |
2022-10-01 | Plan funding arrangement – Trust | Yes |
2022-10-01 | Plan benefit arrangement - Trust | Yes |
2021: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |