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WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameWHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WHITE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITE & ASSOCIATES, INC.
Employer identification number (EIN):931122072
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01TERRENCE WHITE

Plan Statistics for WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2009: WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2011 : WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-06-20$0
Total plan liabilities at end of year2011-06-20$0
Total plan liabilities at beginning of year2011-06-20$0
Total income from all sources2011-06-20$14,744
Expenses. Total of all expenses incurred2011-06-20$189,640
Benefits paid (including direct rollovers)2011-06-20$189,640
Total plan assets at end of year2011-06-20$0
Total plan assets at beginning of year2011-06-20$174,896
Value of fidelity bond covering the plan2011-06-20$30,000
Total contributions received or receivable from participants2011-06-20$0
Assets. Value of loans (other than to participants)2011-06-20$0
Expenses. Other expenses not covered elsewhere2011-06-20$0
Contributions received from other sources (not participants or employers)2011-06-20$0
Other income received2011-06-20$14,744
Noncash contributions received2011-06-20$0
Net income (gross income less expenses)2011-06-20$-174,896
Net plan assets at end of year (total assets less liabilities)2011-06-20$0
Net plan assets at beginning of year (total assets less liabilities)2011-06-20$174,896
Total contributions received or receivable from employer(s)2011-06-20$0
Value of certain deemed distributions of participant loans2011-06-20$0
Value of corrective distributions2011-06-20$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-20$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-20$0
2010 : WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$8,055
Expenses. Total of all expenses incurred2010-12-31$63,741
Benefits paid (including direct rollovers)2010-12-31$61,791
Total plan assets at end of year2010-12-31$174,896
Total plan assets at beginning of year2010-12-31$230,582
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$170,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$8,055
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-55,686
Net plan assets at end of year (total assets less liabilities)2010-12-31$174,896
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$230,582
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
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST

2009: WHITE & ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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