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WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN
Plan identification number 003

WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WHITE AND WILLIAMS LLP has sponsored the creation of one or more 401k plans.

Company Name:WHITE AND WILLIAMS LLP
Employer identification number (EIN):231421789
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WHITE AND WILLIAMS LLP

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2778038

More information about WHITE AND WILLIAMS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-02-01
0032021-02-01
0032020-02-01
0032019-02-01
0032018-02-01
0032017-02-01KEN GIBB
0032016-02-01KEN GIBB
0032015-02-01KEN GIBB
0032014-02-01KEN GIBB
0032013-02-01KEN GIBB KEN GIBB2014-10-29
0032012-02-01KEN GIBB
0032011-02-01KEN GIBB KEN GIBB2012-10-22
0032009-02-01 KEN GIBB2010-10-28
0032009-02-01KEN GIBB KEN GIBB2010-10-28
0032009-02-01KEN GIBB KEN GIBB2010-10-28
0032009-02-01 KEN GIBB2010-09-17

Plan Statistics for WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01579
Total number of active participants reported on line 7a of the Form 55002022-02-01347
Number of retired or separated participants receiving benefits2022-02-0121
Number of other retired or separated participants entitled to future benefits2022-02-01230
Total of all active and inactive participants2022-02-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-012
Total participants2022-02-01600
Number of participants with account balances2022-02-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-018
2021: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01575
Total number of active participants reported on line 7a of the Form 55002021-02-01356
Number of retired or separated participants receiving benefits2021-02-0122
Number of other retired or separated participants entitled to future benefits2021-02-01200
Total of all active and inactive participants2021-02-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-011
Total participants2021-02-01579
Number of participants with account balances2021-02-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-0117
2020: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01596
Total number of active participants reported on line 7a of the Form 55002020-02-01371
Number of retired or separated participants receiving benefits2020-02-0117
Number of other retired or separated participants entitled to future benefits2020-02-01185
Total of all active and inactive participants2020-02-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-012
Total participants2020-02-01575
Number of participants with account balances2020-02-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-018
2019: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01598
Total number of active participants reported on line 7a of the Form 55002019-02-01407
Number of retired or separated participants receiving benefits2019-02-0117
Number of other retired or separated participants entitled to future benefits2019-02-01171
Total of all active and inactive participants2019-02-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-011
Total participants2019-02-01596
Number of participants with account balances2019-02-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-0117
2018: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01584
Total number of active participants reported on line 7a of the Form 55002018-02-01434
Number of retired or separated participants receiving benefits2018-02-0113
Number of other retired or separated participants entitled to future benefits2018-02-01151
Total of all active and inactive participants2018-02-01598
Total participants2018-02-01598
Number of participants with account balances2018-02-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-019
2017: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01550
Total number of active participants reported on line 7a of the Form 55002017-02-01432
Number of retired or separated participants receiving benefits2017-02-0113
Number of other retired or separated participants entitled to future benefits2017-02-01139
Total of all active and inactive participants2017-02-01584
Total participants2017-02-01584
Number of participants with account balances2017-02-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0114
2016: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01521
Total number of active participants reported on line 7a of the Form 55002016-02-01403
Number of retired or separated participants receiving benefits2016-02-017
Number of other retired or separated participants entitled to future benefits2016-02-01139
Total of all active and inactive participants2016-02-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-011
Total participants2016-02-01550
Number of participants with account balances2016-02-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-0111
2015: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01526
Total number of active participants reported on line 7a of the Form 55002015-02-01374
Number of retired or separated participants receiving benefits2015-02-017
Number of other retired or separated participants entitled to future benefits2015-02-01139
Total of all active and inactive participants2015-02-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-011
Total participants2015-02-01521
Number of participants with account balances2015-02-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-0113
2014: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01516
Total number of active participants reported on line 7a of the Form 55002014-02-01388
Number of retired or separated participants receiving benefits2014-02-015
Number of other retired or separated participants entitled to future benefits2014-02-01132
Total of all active and inactive participants2014-02-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-011
Total participants2014-02-01526
Number of participants with account balances2014-02-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-019
2013: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01498
Total number of active participants reported on line 7a of the Form 55002013-02-01378
Number of retired or separated participants receiving benefits2013-02-013
Number of other retired or separated participants entitled to future benefits2013-02-01134
Total of all active and inactive participants2013-02-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-011
Total participants2013-02-01516
Number of participants with account balances2013-02-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-018
2012: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01495
Total number of active participants reported on line 7a of the Form 55002012-02-01370
Number of retired or separated participants receiving benefits2012-02-012
Number of other retired or separated participants entitled to future benefits2012-02-01125
Total of all active and inactive participants2012-02-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-011
Total participants2012-02-01498
Number of participants with account balances2012-02-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-013
2011: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01503
Total number of active participants reported on line 7a of the Form 55002011-02-01368
Number of retired or separated participants receiving benefits2011-02-012
Number of other retired or separated participants entitled to future benefits2011-02-01122
Total of all active and inactive participants2011-02-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-013
Total participants2011-02-01495
Number of participants with account balances2011-02-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-0114
2009: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01472
Total number of active participants reported on line 7a of the Form 55002009-02-01398
Number of retired or separated participants receiving benefits2009-02-012
Number of other retired or separated participants entitled to future benefits2009-02-01124
Total of all active and inactive participants2009-02-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01525
Number of participants with account balances2009-02-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-0113

Financial Data on WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-01-31$-1,553,593
Total of all expenses incurred2023-01-31$18,504,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$18,496,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$10,173,809
Value of total assets at end of year2023-01-31$156,641,180
Value of total assets at beginning of year2023-01-31$176,698,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$7,662
Total interest from all sources2023-01-31$27,885
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$7,503,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$7,503,687
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$3,903,506
Participant contributions at end of year2023-01-31$578,366
Participant contributions at beginning of year2023-01-31$535,390
Participant contributions at end of year2023-01-31$193,332
Participant contributions at beginning of year2023-01-31$173,571
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$5,009,624
Other income not declared elsewhere2023-01-31$-19,442,091
Administrative expenses (other) incurred2023-01-31$7,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-20,057,758
Value of net assets at end of year (total assets less liabilities)2023-01-31$156,641,180
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$176,698,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$143,240,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$161,873,328
Interest on participant loans2023-01-31$27,885
Value of interest in common/collective trusts at end of year2023-01-31$11,397,418
Value of interest in common/collective trusts at beginning of year2023-01-31$12,967,969
Net investment gain or loss from common/collective trusts2023-01-31$183,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$1,260,679
Employer contributions (assets) at end of year2023-01-31$1,231,668
Employer contributions (assets) at beginning of year2023-01-31$1,148,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$18,496,503
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31KREISCHER MILLER
Accountancy firm EIN2023-01-31231980475
2022 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-01-31$20,376,129
Total of all expenses incurred2022-01-31$9,404,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$9,394,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$5,231,211
Value of total assets at end of year2022-01-31$176,698,938
Value of total assets at beginning of year2022-01-31$165,727,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$10,470
Total interest from all sources2022-01-31$33,113
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$14,750,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$14,750,028
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$3,795,903
Participant contributions at end of year2022-01-31$535,390
Participant contributions at beginning of year2022-01-31$739,175
Participant contributions at end of year2022-01-31$173,571
Participant contributions at beginning of year2022-01-31$170,560
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$35,383
Other income not declared elsewhere2022-01-31$219,987
Administrative expenses (other) incurred2022-01-31$10,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$10,971,188
Value of net assets at end of year (total assets less liabilities)2022-01-31$176,698,938
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$165,727,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$161,873,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$152,421,906
Interest on participant loans2022-01-31$33,113
Value of interest in common/collective trusts at end of year2022-01-31$12,967,969
Value of interest in common/collective trusts at beginning of year2022-01-31$11,065,810
Net investment gain or loss from common/collective trusts2022-01-31$141,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$1,399,925
Employer contributions (assets) at end of year2022-01-31$1,148,680
Employer contributions (assets) at beginning of year2022-01-31$1,330,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$9,394,471
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31KREISCHER MILLER
Accountancy firm EIN2022-01-31231980475
2021 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-01-31$33,119,312
Total of all expenses incurred2021-01-31$9,261,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$9,255,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$6,919,053
Value of total assets at end of year2021-01-31$165,727,750
Value of total assets at beginning of year2021-01-31$141,869,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$6,140
Total interest from all sources2021-01-31$45,246
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$6,807,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$6,807,884
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$1,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$3,936,559
Participant contributions at end of year2021-01-31$739,175
Participant contributions at beginning of year2021-01-31$812,461
Participant contributions at end of year2021-01-31$170,560
Participant contributions at beginning of year2021-01-31$176,518
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$1,404,725
Other income not declared elsewhere2021-01-31$19,108,429
Administrative expenses (other) incurred2021-01-31$6,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$23,857,870
Value of net assets at end of year (total assets less liabilities)2021-01-31$165,727,750
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$141,869,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$152,421,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$129,287,553
Interest on participant loans2021-01-31$45,246
Value of interest in common/collective trusts at end of year2021-01-31$11,065,810
Value of interest in common/collective trusts at beginning of year2021-01-31$10,114,765
Net investment gain or loss from common/collective trusts2021-01-31$238,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$1,577,769
Employer contributions (assets) at end of year2021-01-31$1,330,299
Employer contributions (assets) at beginning of year2021-01-31$1,478,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$9,255,302
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31KREISCHER MILLER
Accountancy firm EIN2021-01-31231980475
2020 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-01-31$24,649,150
Total income from all sources (including contributions)2020-01-31$24,649,150
Total of all expenses incurred2020-01-31$10,125,961
Total of all expenses incurred2020-01-31$10,125,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$10,122,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$10,122,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$6,031,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$6,031,826
Value of total assets at end of year2020-01-31$141,869,880
Value of total assets at end of year2020-01-31$141,869,880
Value of total assets at beginning of year2020-01-31$127,346,691
Value of total assets at beginning of year2020-01-31$127,346,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$3,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$3,648
Total interest from all sources2020-01-31$49,254
Total interest from all sources2020-01-31$49,254
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$5,494,834
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$5,494,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$5,494,834
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$5,494,834
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$1,000,000
Value of fidelity bond cover2020-01-31$1,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$3,988,069
Contributions received from participants2020-01-31$3,988,069
Participant contributions at end of year2020-01-31$812,461
Participant contributions at end of year2020-01-31$812,461
Participant contributions at beginning of year2020-01-31$1,000,413
Participant contributions at beginning of year2020-01-31$1,000,413
Participant contributions at end of year2020-01-31$176,518
Participant contributions at end of year2020-01-31$176,518
Participant contributions at beginning of year2020-01-31$275,123
Participant contributions at beginning of year2020-01-31$275,123
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$324,061
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$324,061
Other income not declared elsewhere2020-01-31$12,840,679
Other income not declared elsewhere2020-01-31$12,840,679
Administrative expenses (other) incurred2020-01-31$3,648
Administrative expenses (other) incurred2020-01-31$3,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$14,523,189
Value of net income/loss2020-01-31$14,523,189
Value of net assets at end of year (total assets less liabilities)2020-01-31$141,869,880
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$127,346,691
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$127,346,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$129,287,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$129,287,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$114,731,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$114,731,199
Interest on participant loans2020-01-31$49,254
Interest on participant loans2020-01-31$49,254
Value of interest in common/collective trusts at end of year2020-01-31$10,114,765
Value of interest in common/collective trusts at end of year2020-01-31$10,114,765
Value of interest in common/collective trusts at beginning of year2020-01-31$9,794,920
Value of interest in common/collective trusts at beginning of year2020-01-31$9,794,920
Net investment gain or loss from common/collective trusts2020-01-31$232,557
Net investment gain or loss from common/collective trusts2020-01-31$232,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$1,719,696
Contributions received in cash from employer2020-01-31$1,719,696
Employer contributions (assets) at end of year2020-01-31$1,478,583
Employer contributions (assets) at end of year2020-01-31$1,478,583
Employer contributions (assets) at beginning of year2020-01-31$1,545,036
Employer contributions (assets) at beginning of year2020-01-31$1,545,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$10,122,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$10,122,313
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31KREISCHER MILLER
Accountancy firm name2020-01-31KREISCHER MILLER
Accountancy firm EIN2020-01-31231980475
Accountancy firm EIN2020-01-31231980475
2019 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-01-31$2,326,007
Total of all expenses incurred2019-01-31$7,122,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$7,116,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$5,876,831
Value of total assets at end of year2019-01-31$127,346,691
Value of total assets at beginning of year2019-01-31$132,143,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$6,903
Total interest from all sources2019-01-31$53,510
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$6,272,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$6,272,897
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$1,000,000
If this is an individual account plan, was there a blackout period2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$3,956,223
Participant contributions at end of year2019-01-31$1,000,413
Participant contributions at beginning of year2019-01-31$1,102,659
Participant contributions at end of year2019-01-31$275,123
Participant contributions at beginning of year2019-01-31$260,047
Income. Received or receivable in cash from other sources (including rollovers)2019-01-31$143,321
Other income not declared elsewhere2019-01-31$-10,084,912
Administrative expenses (other) incurred2019-01-31$6,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-4,796,901
Value of net assets at end of year (total assets less liabilities)2019-01-31$127,346,691
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$132,143,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$114,731,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$119,733,784
Interest on participant loans2019-01-31$53,510
Value of interest in common/collective trusts at end of year2019-01-31$9,794,920
Value of interest in common/collective trusts at beginning of year2019-01-31$9,556,677
Net investment gain or loss from common/collective trusts2019-01-31$207,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$1,777,287
Employer contributions (assets) at end of year2019-01-31$1,545,036
Employer contributions (assets) at beginning of year2019-01-31$1,490,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$7,116,005
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31KREISCHER MILLER
Accountancy firm EIN2019-01-31231980475
2018 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-01-31$28,190,022
Total of all expenses incurred2018-01-31$4,582,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$4,579,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$5,840,658
Value of total assets at end of year2018-01-31$132,143,592
Value of total assets at beginning of year2018-01-31$108,536,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$3,006
Total interest from all sources2018-01-31$55,053
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$4,451,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$4,451,881
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$1,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$3,747,662
Participant contributions at end of year2018-01-31$1,102,659
Participant contributions at beginning of year2018-01-31$1,056,545
Participant contributions at end of year2018-01-31$260,047
Participant contributions at beginning of year2018-01-31$248,040
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$387,496
Other income not declared elsewhere2018-01-31$17,682,173
Administrative expenses (other) incurred2018-01-31$3,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$23,607,212
Value of net assets at end of year (total assets less liabilities)2018-01-31$132,143,592
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$108,536,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$119,733,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$96,677,084
Interest on participant loans2018-01-31$55,053
Value of interest in common/collective trusts at end of year2018-01-31$9,556,677
Value of interest in common/collective trusts at beginning of year2018-01-31$9,043,502
Net investment gain or loss from common/collective trusts2018-01-31$160,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$1,705,500
Employer contributions (assets) at end of year2018-01-31$1,490,425
Employer contributions (assets) at beginning of year2018-01-31$1,511,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$4,579,804
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31KREISCHER MILLER
Accountancy firm EIN2018-01-31231980475
2017 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-01-31$21,750,870
Total of all expenses incurred2017-01-31$2,951,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$2,945,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$7,757,218
Value of total assets at end of year2017-01-31$108,536,380
Value of total assets at beginning of year2017-01-31$89,736,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$5,711
Total interest from all sources2017-01-31$48,953
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$3,327,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$3,327,153
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$1,000,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$3,563,189
Participant contributions at end of year2017-01-31$1,056,545
Participant contributions at beginning of year2017-01-31$951,805
Participant contributions at end of year2017-01-31$248,040
Participant contributions at beginning of year2017-01-31$223,652
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$2,478,423
Other income not declared elsewhere2017-01-31$10,445,050
Administrative expenses (other) incurred2017-01-31$5,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$18,799,833
Value of net assets at end of year (total assets less liabilities)2017-01-31$108,536,380
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$89,736,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$96,677,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$77,796,147
Interest on participant loans2017-01-31$48,953
Value of interest in common/collective trusts at end of year2017-01-31$9,043,502
Value of interest in common/collective trusts at beginning of year2017-01-31$9,315,293
Net investment gain or loss from common/collective trusts2017-01-31$172,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$1,715,606
Employer contributions (assets) at end of year2017-01-31$1,511,209
Employer contributions (assets) at beginning of year2017-01-31$1,449,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$2,945,326
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31KREISCHER MILLER
Accountancy firm EIN2017-01-31231980475
2016 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-01-31$2,736,038
Total of all expenses incurred2016-01-31$4,711,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$4,707,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$5,395,871
Value of total assets at end of year2016-01-31$89,736,547
Value of total assets at beginning of year2016-01-31$91,711,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$3,848
Total interest from all sources2016-01-31$45,595
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$4,009,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$4,009,434
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$1,000,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$3,514,738
Participant contributions at end of year2016-01-31$951,805
Participant contributions at beginning of year2016-01-31$996,988
Participant contributions at end of year2016-01-31$223,652
Participant contributions at beginning of year2016-01-31$225,293
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$232,275
Other income not declared elsewhere2016-01-31$-6,873,898
Administrative expenses (other) incurred2016-01-31$3,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-1,975,390
Value of net assets at end of year (total assets less liabilities)2016-01-31$89,736,547
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$91,711,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$77,796,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$81,718,401
Interest on participant loans2016-01-31$45,595
Value of interest in common/collective trusts at end of year2016-01-31$9,315,293
Value of interest in common/collective trusts at beginning of year2016-01-31$7,345,208
Net investment gain or loss from common/collective trusts2016-01-31$159,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$1,648,858
Employer contributions (assets) at end of year2016-01-31$1,449,650
Employer contributions (assets) at beginning of year2016-01-31$1,426,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$4,707,580
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31KREISCHER MILLER
Accountancy firm EIN2016-01-31231980475
2015 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-01-31$12,810,704
Total of all expenses incurred2015-01-31$6,737,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$6,727,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$5,262,859
Value of total assets at end of year2015-01-31$91,711,937
Value of total assets at beginning of year2015-01-31$85,638,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$9,763
Total interest from all sources2015-01-31$46,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$1,000,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$3,396,871
Participant contributions at end of year2015-01-31$996,988
Participant contributions at beginning of year2015-01-31$1,005,606
Participant contributions at end of year2015-01-31$225,293
Participant contributions at beginning of year2015-01-31$221,219
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$247,816
Other income not declared elsewhere2015-01-31$7,356,110
Administrative expenses (other) incurred2015-01-31$9,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$6,073,053
Value of net assets at end of year (total assets less liabilities)2015-01-31$91,711,937
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$85,638,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$81,718,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$74,861,666
Interest on participant loans2015-01-31$46,967
Value of interest in common/collective trusts at end of year2015-01-31$7,345,208
Value of interest in common/collective trusts at beginning of year2015-01-31$8,242,826
Net investment gain or loss from common/collective trusts2015-01-31$144,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$1,618,172
Employer contributions (assets) at end of year2015-01-31$1,426,047
Employer contributions (assets) at beginning of year2015-01-31$1,307,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$6,727,888
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31KREISCHER MILLER
Accountancy firm EIN2015-01-31231980475
2014 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-01-31$18,065,172
Total of all expenses incurred2014-01-31$3,889,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$3,874,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$6,188,320
Value of total assets at end of year2014-01-31$85,638,884
Value of total assets at beginning of year2014-01-31$71,463,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$15,134
Total interest from all sources2014-01-31$42,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$1,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$3,159,724
Participant contributions at end of year2014-01-31$1,005,606
Participant contributions at beginning of year2014-01-31$729,412
Participant contributions at end of year2014-01-31$221,219
Participant contributions at beginning of year2014-01-31$197,794
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$1,534,357
Other income not declared elsewhere2014-01-31$11,734,355
Administrative expenses (other) incurred2014-01-31$15,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$14,175,809
Value of net assets at end of year (total assets less liabilities)2014-01-31$85,638,884
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$71,463,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$74,861,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$64,937,023
Interest on participant loans2014-01-31$42,437
Value of interest in common/collective trusts at end of year2014-01-31$8,242,826
Value of interest in common/collective trusts at beginning of year2014-01-31$4,272,656
Net investment gain or loss from common/collective trusts2014-01-31$100,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$1,494,239
Employer contributions (assets) at end of year2014-01-31$1,307,567
Employer contributions (assets) at beginning of year2014-01-31$1,326,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$3,874,229
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31KREISCHER MILLER
Accountancy firm EIN2014-01-31231980475
2013 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-01-31$12,686,994
Total of all expenses incurred2013-01-31$3,569,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$3,557,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$4,918,080
Value of total assets at end of year2013-01-31$71,463,075
Value of total assets at beginning of year2013-01-31$62,345,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$11,925
Total interest from all sources2013-01-31$39,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$3,421,394
Participant contributions at end of year2013-01-31$729,412
Participant contributions at beginning of year2013-01-31$767,723
Participant contributions at end of year2013-01-31$197,794
Participant contributions at beginning of year2013-01-31$194,520
Other income not declared elsewhere2013-01-31$7,629,912
Administrative expenses (other) incurred2013-01-31$11,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$9,117,288
Value of net assets at end of year (total assets less liabilities)2013-01-31$71,463,075
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$62,345,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$64,937,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$56,008,327
Interest on participant loans2013-01-31$39,489
Value of interest in common/collective trusts at end of year2013-01-31$4,272,656
Value of interest in common/collective trusts at beginning of year2013-01-31$4,084,017
Net investment gain or loss from common/collective trusts2013-01-31$99,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$1,496,686
Employer contributions (assets) at end of year2013-01-31$1,326,190
Employer contributions (assets) at beginning of year2013-01-31$1,291,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$3,557,781
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31KREISCHER MILLER
Accountancy firm EIN2013-01-31231980475
2012 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-01-31$6,122,923
Total of all expenses incurred2012-01-31$3,887,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$3,878,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$4,647,614
Value of total assets at end of year2012-01-31$62,345,787
Value of total assets at beginning of year2012-01-31$60,110,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$8,735
Total interest from all sources2012-01-31$40,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$3,200,114
Participant contributions at end of year2012-01-31$767,723
Participant contributions at beginning of year2012-01-31$726,731
Participant contributions at end of year2012-01-31$194,520
Participant contributions at beginning of year2012-01-31$182,637
Other income not declared elsewhere2012-01-31$1,327,354
Administrative expenses (other) incurred2012-01-31$8,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$2,235,661
Value of net assets at end of year (total assets less liabilities)2012-01-31$62,345,787
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$60,110,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$56,008,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$54,591,481
Interest on participant loans2012-01-31$40,044
Value of interest in common/collective trusts at end of year2012-01-31$4,084,017
Value of interest in common/collective trusts at beginning of year2012-01-31$3,306,475
Net investment gain or loss from common/collective trusts2012-01-31$107,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$1,447,500
Employer contributions (assets) at end of year2012-01-31$1,291,200
Employer contributions (assets) at beginning of year2012-01-31$1,302,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$3,878,527
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31KREISCHER MILLER
Accountancy firm EIN2012-01-31231980475
2011 : WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$12,671,227
Total of all expenses incurred2011-01-31$3,840,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$3,829,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$4,374,221
Value of total assets at end of year2011-01-31$60,110,126
Value of total assets at beginning of year2011-01-31$51,279,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$10,697
Total interest from all sources2011-01-31$47,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$2,903,955
Participant contributions at end of year2011-01-31$726,731
Participant contributions at beginning of year2011-01-31$725,597
Participant contributions at end of year2011-01-31$182,637
Participant contributions at beginning of year2011-01-31$181,356
Other income not declared elsewhere2011-01-31$8,149,870
Administrative expenses (other) incurred2011-01-31$10,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$8,830,591
Value of net assets at end of year (total assets less liabilities)2011-01-31$60,110,126
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$51,279,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$54,591,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$45,660,909
Interest on participant loans2011-01-31$47,332
Value of interest in common/collective trusts at end of year2011-01-31$3,306,475
Value of interest in common/collective trusts at beginning of year2011-01-31$3,337,408
Net investment gain or loss from common/collective trusts2011-01-31$99,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$1,470,266
Employer contributions (assets) at end of year2011-01-31$1,302,802
Employer contributions (assets) at beginning of year2011-01-31$1,374,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$3,829,939
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31KREISCHER MILLER
Accountancy firm EIN2011-01-31231980475

Form 5500 Responses for WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN

2022: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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