T C WHITE & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN
Measure | Date | Value |
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2022: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 3 |
Total of all active and inactive participants | 2022-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 16 |
Number of participants with account balances | 2022-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 2 |
2021: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 3 |
Total of all active and inactive participants | 2021-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 15 |
Number of participants with account balances | 2021-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 1 |
Total of all active and inactive participants | 2020-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 12 |
Number of participants with account balances | 2020-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 2 |
2019: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 3 |
Total of all active and inactive participants | 2019-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 14 |
Number of participants with account balances | 2019-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
2018: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
Total of all active and inactive participants | 2018-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 16 |
Number of participants with account balances | 2018-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 1 |
2017: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 15 |
Number of participants with account balances | 2017-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 15 |
Number of participants with account balances | 2016-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 17 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 17 |
Number of participants with account balances | 2015-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 17 |
Number of participants with account balances | 2014-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 29 |
Number of participants with account balances | 2013-07-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 1 |
Total of all active and inactive participants | 2012-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 16 |
Number of participants with account balances | 2012-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 2 |
2011: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 2 |
Total of all active and inactive participants | 2011-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 15 |
Number of participants with account balances | 2011-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 1 |
2010: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 4 |
Total of all active and inactive participants | 2010-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 14 |
Number of participants with account balances | 2010-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 14 |
Number of participants with account balances | 2009-07-01 | 14 |
Measure | Date | Value |
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2023 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-06-30 | $150,867 |
Expenses. Total of all expenses incurred | 2023-06-30 | $77,973 |
Benefits paid (including direct rollovers) | 2023-06-30 | $70,106 |
Total plan assets at end of year | 2023-06-30 | $755,988 |
Total plan assets at beginning of year | 2023-06-30 | $683,094 |
Value of fidelity bond covering the plan | 2023-06-30 | $76,000 |
Other income received | 2023-06-30 | $100,867 |
Net income (gross income less expenses) | 2023-06-30 | $72,894 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $755,988 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $683,094 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $7,867 |
2022 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-06-30 | $55,256 |
Expenses. Total of all expenses incurred | 2022-06-30 | $20,515 |
Benefits paid (including direct rollovers) | 2022-06-30 | $12,627 |
Total plan assets at end of year | 2022-06-30 | $683,094 |
Total plan assets at beginning of year | 2022-06-30 | $648,353 |
Value of fidelity bond covering the plan | 2022-06-30 | $70,000 |
Other income received | 2022-06-30 | $5,256 |
Net income (gross income less expenses) | 2022-06-30 | $34,741 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $683,094 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $648,353 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $7,888 |
2021 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-06-30 | $196,644 |
Expenses. Total of all expenses incurred | 2021-06-30 | $22,906 |
Benefits paid (including direct rollovers) | 2021-06-30 | $16,423 |
Total plan assets at end of year | 2021-06-30 | $648,353 |
Total plan assets at beginning of year | 2021-06-30 | $474,615 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $24 |
Other income received | 2021-06-30 | $171,644 |
Net income (gross income less expenses) | 2021-06-30 | $173,738 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $648,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $474,615 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $6,459 |
2020 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $69,305 |
Expenses. Total of all expenses incurred | 2020-06-30 | $59,600 |
Benefits paid (including direct rollovers) | 2020-06-30 | $50,694 |
Total plan assets at end of year | 2020-06-30 | $474,615 |
Total plan assets at beginning of year | 2020-06-30 | $464,910 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $3,466 |
Other income received | 2020-06-30 | $44,305 |
Net income (gross income less expenses) | 2020-06-30 | $9,705 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $474,615 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $464,910 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $5,440 |
2019 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $68,484 |
Expenses. Total of all expenses incurred | 2019-06-30 | $70,190 |
Benefits paid (including direct rollovers) | 2019-06-30 | $64,837 |
Total plan assets at end of year | 2019-06-30 | $464,910 |
Total plan assets at beginning of year | 2019-06-30 | $466,616 |
Other income received | 2019-06-30 | $43,484 |
Net income (gross income less expenses) | 2019-06-30 | $-1,706 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $464,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $466,616 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $5,353 |
2018 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $54,090 |
Expenses. Total of all expenses incurred | 2018-06-30 | $21,674 |
Benefits paid (including direct rollovers) | 2018-06-30 | $16,386 |
Total plan assets at end of year | 2018-06-30 | $466,616 |
Total plan assets at beginning of year | 2018-06-30 | $434,200 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $10 |
Other income received | 2018-06-30 | $29,090 |
Net income (gross income less expenses) | 2018-06-30 | $32,416 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $466,616 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $434,200 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $5,278 |
2017 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $76,177 |
Expenses. Total of all expenses incurred | 2017-06-30 | $36,140 |
Benefits paid (including direct rollovers) | 2017-06-30 | $31,604 |
Total plan assets at end of year | 2017-06-30 | $434,200 |
Total plan assets at beginning of year | 2017-06-30 | $394,163 |
Other income received | 2017-06-30 | $51,177 |
Net income (gross income less expenses) | 2017-06-30 | $40,037 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $434,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $394,163 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $4,536 |
2016 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $29,389 |
Expenses. Total of all expenses incurred | 2016-06-30 | $13,119 |
Benefits paid (including direct rollovers) | 2016-06-30 | $9,015 |
Total plan assets at end of year | 2016-06-30 | $394,163 |
Total plan assets at beginning of year | 2016-06-30 | $377,893 |
Other income received | 2016-06-30 | $4,389 |
Net income (gross income less expenses) | 2016-06-30 | $16,270 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $394,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $377,893 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $4,104 |
2015 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $26,598 |
Expenses. Total of all expenses incurred | 2015-06-30 | $18,470 |
Benefits paid (including direct rollovers) | 2015-06-30 | $14,093 |
Total plan assets at end of year | 2015-06-30 | $377,893 |
Total plan assets at beginning of year | 2015-06-30 | $369,765 |
Other income received | 2015-06-30 | $1,598 |
Net income (gross income less expenses) | 2015-06-30 | $8,128 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $377,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $369,765 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $4,377 |
2014 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $56,846 |
Expenses. Total of all expenses incurred | 2014-06-30 | $15,716 |
Benefits paid (including direct rollovers) | 2014-06-30 | $11,771 |
Total plan assets at end of year | 2014-06-30 | $369,765 |
Total plan assets at beginning of year | 2014-06-30 | $328,635 |
Other income received | 2014-06-30 | $56,846 |
Net income (gross income less expenses) | 2014-06-30 | $41,130 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $369,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $328,635 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $3,945 |
2013 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $37,966 |
Expenses. Total of all expenses incurred | 2013-06-30 | $3,638 |
Benefits paid (including direct rollovers) | 2013-06-30 | $46 |
Total plan assets at end of year | 2013-06-30 | $328,635 |
Total plan assets at beginning of year | 2013-06-30 | $294,307 |
Other income received | 2013-06-30 | $22,966 |
Net income (gross income less expenses) | 2013-06-30 | $34,328 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $328,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $294,307 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $15,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,592 |
2012 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $27,370 |
Expenses. Total of all expenses incurred | 2012-06-30 | $26,655 |
Benefits paid (including direct rollovers) | 2012-06-30 | $23,424 |
Total plan assets at end of year | 2012-06-30 | $294,307 |
Total plan assets at beginning of year | 2012-06-30 | $293,592 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $63 |
Other income received | 2012-06-30 | $2,370 |
Net income (gross income less expenses) | 2012-06-30 | $715 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $294,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $293,592 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $3,168 |
2011 : T C WHITE & COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $76,460 |
Expenses. Total of all expenses incurred | 2011-06-30 | $34,337 |
Benefits paid (including direct rollovers) | 2011-06-30 | $31,334 |
Total plan assets at end of year | 2011-06-30 | $293,592 |
Total plan assets at beginning of year | 2011-06-30 | $251,469 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $66 |
Other income received | 2011-06-30 | $66,460 |
Net income (gross income less expenses) | 2011-06-30 | $42,123 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $293,592 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $251,469 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $10,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $2,937 |