WHITE & COMPANY INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2012: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 28 |
| Total of all active and inactive participants | 2011-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 51 |
| Number of participants with account balances | 2011-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 30 |
| Total of all active and inactive participants | 2010-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 52 |
| Number of participants with account balances | 2010-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 27 |
| Total of all active and inactive participants | 2009-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 52 |
| Number of participants with account balances | 2009-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2012 : WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $2 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $1,471,117 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $1,471,117 |
| Total plan assets at end of year | 2012-07-31 | $0 |
| Total plan assets at beginning of year | 2012-07-31 | $1,471,115 |
| Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
| Other income received | 2012-07-31 | $2 |
| Net income (gross income less expenses) | 2012-07-31 | $-1,471,115 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,471,115 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
| 2011 : WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $208,017 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $114,666 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $53,884 |
| Total plan assets at end of year | 2011-12-31 | $1,471,115 |
| Total plan assets at beginning of year | 2011-12-31 | $1,377,764 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $60,782 |
| Other income received | 2011-12-31 | $28,473 |
| Net income (gross income less expenses) | 2011-12-31 | $93,351 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,471,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,377,764 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $179,544 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-135,877 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $65,166 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $42,533 |
| Total plan assets at end of year | 2010-12-31 | $1,377,764 |
| Total plan assets at beginning of year | 2010-12-31 | $1,578,747 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $22,633 |
| Other income received | 2010-12-31 | $-271,974 |
| Net income (gross income less expenses) | 2010-12-31 | $-201,043 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,377,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,578,747 |
| Assets. Value of employer securities | 2010-12-31 | $1,021,973 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $136,097 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP 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 |
| 2012: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP 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 | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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 & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP 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 |
| 2010: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WHITE & COMPANY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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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