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WHITE & CO. LLP 401(K) PLAN 401k Plan overview

Plan NameWHITE & CO. LLP 401(K) PLAN
Plan identification number 001

WHITE & CO. LLP 401(K) 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.
  • 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 & CO. LLP has sponsored the creation of one or more 401k plans.

Company Name:WHITE & CO. LLP
Employer identification number (EIN):711025240
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE & CO. LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01CHRISTOPHER WHITE
0012011-01-01CHRISTOPHER WHITE
0012009-01-01CHRISTOPHER WHITE
0012009-01-01 CHRISTOPHER WHITE2010-09-16
0012009-01-01CHRISTOPHER WHITE CHRISTOPHER WHITE2010-09-16
0012009-01-01CHRISTOPHER WHITE CHRISTOPHER WHITE2010-09-16

Plan Statistics for WHITE & CO. LLP 401(K) PLAN

401k plan membership statisitcs for WHITE & CO. LLP 401(K) PLAN

Measure Date Value
2013: WHITE & CO. LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: WHITE & CO. LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHITE & CO. LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHITE & CO. LLP 401(K) PLAN

Measure Date Value
2013 : WHITE & CO. LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-01-31$0
Total income from all sources2013-01-31$887
Expenses. Total of all expenses incurred2013-01-31$48,765
Benefits paid (including direct rollovers)2013-01-31$48,765
Total plan assets at end of year2013-01-31$0
Total plan assets at beginning of year2013-01-31$47,878
Value of fidelity bond covering the plan2013-01-31$1,000,000
Total contributions received or receivable from participants2013-01-31$0
Expenses. Other expenses not covered elsewhere2013-01-31$0
Contributions received from other sources (not participants or employers)2013-01-31$0
Other income received2013-01-31$887
Net income (gross income less expenses)2013-01-31$-47,878
Net plan assets at end of year (total assets less liabilities)2013-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$47,878
Assets. Value of participant loans2013-01-31$0
Total contributions received or receivable from employer(s)2013-01-31$0
Value of certain deemed distributions of participant loans2013-01-31$0
Value of corrective distributions2013-01-31$0
Funding deficiency by the employer to the plan for this plan year2013-01-31$0
Minimum employer required contribution for this plan year2013-01-31$0
Amount contributed by the employer to the plan for this plan year2013-01-31$0
2011 : WHITE & CO. LLP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$7,846
Expenses. Total of all expenses incurred2011-12-31$16
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$100,126
Total plan assets at beginning of year2011-12-31$92,296
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$11,934
Expenses. Other expenses not covered elsewhere2011-12-31$16
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-4,088
Net income (gross income less expenses)2011-12-31$7,830
Net plan assets at end of year (total assets less liabilities)2011-12-31$100,126
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$92,296
Assets. Value of participant loans2011-12-31$8,196
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : WHITE & CO. LLP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$21,896
Expenses. Total of all expenses incurred2010-12-31$88,640
Benefits paid (including direct rollovers)2010-12-31$88,628
Total plan assets at end of year2010-12-31$92,296
Total plan assets at beginning of year2010-12-31$159,040
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$6,356
Expenses. Other expenses not covered elsewhere2010-12-31$12
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$15,540
Net income (gross income less expenses)2010-12-31$-66,744
Net plan assets at end of year (total assets less liabilities)2010-12-31$92,296
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$159,040
Assets. Value of participant loans2010-12-31$13,874
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WHITE & CO. LLP 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WHITE & CO. LLP 401(K) PLAN

2013: WHITE & CO. LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2011: WHITE & CO. LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: WHITE & CO. LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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