401k Plan data: WHITE OAK PROFIT SHARING PLAN plan

WHITE OAK PROFIT SHARING PLAN 401k Plan overview

Plan Name	WHITE OAK PROFIT SHARING PLAN
Plan identification number	001

WHITE OAK PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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 MEDICAL OFFICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITE OAK MEDICAL OFFICE, INC.

Employer identification number (EIN): 770483752

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 REBECCA POWERS MD 2024-07-15
001 2022-01-01 REBECCA POWERS MD 2023-06-01
001 2021-01-01 REBECCA POWERS MD 2022-08-12
001 2020-01-01 REBECCA POWERS MD 2021-08-02
001 2019-01-01 REBECCA POWERS MD 2020-06-17
001 2018-01-01 REBECCA POWERS MD 2019-10-03
001 2017-01-01 REBECCA POWERS MD 2018-06-05
001 2016-01-01 REBECCA POWERS MD 2017-09-13
001 2015-01-01 REBECCA POWERS MD 2016-10-13
001 2014-01-01 REBECCA POWERS MD
001 2013-01-01 REBECCA POWERS MD
001 2012-01-01 REBECCA POWERS MD
001 2011-01-01 REBECCA POWERS MD
001 2009-01-01 REBECCA POWERS MD
001 2009-01-01 REBECCA POWERS MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	REBECCA POWERS MD	2024-07-15
001	2022-01-01	REBECCA POWERS MD	2023-06-01
001	2021-01-01	REBECCA POWERS MD	2022-08-12
001	2020-01-01	REBECCA POWERS MD	2021-08-02
001	2019-01-01	REBECCA POWERS MD	2020-06-17
001	2018-01-01	REBECCA POWERS MD	2019-10-03
001	2017-01-01	REBECCA POWERS MD	2018-06-05
001	2016-01-01	REBECCA POWERS MD	2017-09-13
001	2015-01-01	REBECCA POWERS MD	2016-10-13
001	2014-01-01	REBECCA POWERS MD
001	2013-01-01	REBECCA POWERS MD
001	2012-01-01	REBECCA POWERS MD
001	2011-01-01	REBECCA POWERS MD
001	2009-01-01	REBECCA POWERS MD
001	2009-01-01	REBECCA POWERS MD

Plan Statistics for WHITE OAK PROFIT SHARING PLAN

401k plan membership statisitcs for WHITE OAK PROFIT SHARING PLAN

Measure Date Value
2014: WHITE OAK PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHITE OAK PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHITE OAK PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHITE OAK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WHITE OAK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: WHITE OAK PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHITE OAK PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHITE OAK PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHITE OAK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WHITE OAK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WHITE OAK PROFIT SHARING PLAN

Measure	Date	Value
2014 : WHITE OAK PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-7,745
Expenses. Total of all expenses incurred	2014-12-31	$53
Total plan assets at end of year	2014-12-31	$192,727
Total plan assets at beginning of year	2014-12-31	$200,525
Value of fidelity bond covering the plan	2014-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$53
Other income received	2014-12-31	$-52,663
Net income (gross income less expenses)	2014-12-31	$-7,798
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$192,727
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$200,525
Total contributions received or receivable from employer(s)	2014-12-31	$44,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WHITE OAK PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$57,439
Expenses. Total of all expenses incurred	2013-12-31	$65
Total plan assets at end of year	2013-12-31	$200,525
Total plan assets at beginning of year	2013-12-31	$143,151
Expenses. Other expenses not covered elsewhere	2013-12-31	$65
Other income received	2013-12-31	$23,176
Net income (gross income less expenses)	2013-12-31	$57,374
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$200,525
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$143,151
Total contributions received or receivable from employer(s)	2013-12-31	$34,263
2012 : WHITE OAK PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-81,859
Expenses. Total of all expenses incurred	2012-12-31	$56
Total plan assets at end of year	2012-12-31	$143,151
Total plan assets at beginning of year	2012-12-31	$225,066
Expenses. Other expenses not covered elsewhere	2012-12-31	$56
Other income received	2012-12-31	$-81,994
Net income (gross income less expenses)	2012-12-31	$-81,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$143,151
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$225,066
Total contributions received or receivable from employer(s)	2012-12-31	$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WHITE OAK PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-5,811
Expenses. Total of all expenses incurred	2011-12-31	$55
Total plan assets at end of year	2011-12-31	$225,066
Total plan assets at beginning of year	2011-12-31	$230,932
Expenses. Other expenses not covered elsewhere	2011-12-31	$55
Other income received	2011-12-31	$-10,228
Net income (gross income less expenses)	2011-12-31	$-5,866
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$225,066
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$230,932
Total contributions received or receivable from employer(s)	2011-12-31	$4,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WHITE OAK PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$48,481
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$230,932
Total plan assets at beginning of year	2010-12-31	$182,451
Other income received	2010-12-31	$21,329
Net income (gross income less expenses)	2010-12-31	$48,481
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$230,932
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$182,451
Total contributions received or receivable from employer(s)	2010-12-31	$27,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WHITE OAK PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WHITE OAK PROFIT SHARING PLAN

2014: WHITE OAK PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHITE OAK PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHITE OAK PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHITE OAK PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WHITE OAK PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WHITE OAK MEDICAL OFFICE, INC.
Employer identification number (EIN):	770483752
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)