WHITE & ROBINSON A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2019: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Total participants | 2019-04-01 | 1 |
| Number of participants with account balances | 2019-04-01 | 1 |
| 2018: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
| Total of all active and inactive participants | 2018-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
| Total participants | 2018-04-01 | 1 |
| 2017: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
| Total of all active and inactive participants | 2017-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
| Total participants | 2017-04-01 | 1 |
| 2016: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 2 |
| Total of all active and inactive participants | 2016-04-01 | 3 |
| Total participants | 2016-04-01 | 3 |
| Number of participants with account balances | 2016-04-01 | 3 |
| 2015: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 2 |
| Total of all active and inactive participants | 2015-04-01 | 3 |
| Total participants | 2015-04-01 | 3 |
| Number of participants with account balances | 2015-04-01 | 3 |
| 2014: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 2 |
| Total of all active and inactive participants | 2014-04-01 | 3 |
| Total participants | 2014-04-01 | 3 |
| Number of participants with account balances | 2014-04-01 | 3 |
| 2013: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 3 |
| Total of all active and inactive participants | 2013-04-01 | 5 |
| Total participants | 2013-04-01 | 5 |
| Number of participants with account balances | 2013-04-01 | 5 |
| 2012: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 2 |
| Total of all active and inactive participants | 2012-04-01 | 5 |
| Total participants | 2012-04-01 | 5 |
| Number of participants with account balances | 2012-04-01 | 5 |
| 2011: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 2 |
| Total of all active and inactive participants | 2011-04-01 | 5 |
| Total participants | 2011-04-01 | 5 |
| Number of participants with account balances | 2011-04-01 | 5 |
| 2009: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 3 |
| Total of all active and inactive participants | 2009-04-01 | 6 |
| Total participants | 2009-04-01 | 6 |
| Number of participants with account balances | 2009-04-01 | 6 |
| Measure | Date | Value |
|---|
| 2020 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $345,455 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $2,601,382 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $519,139 |
| Total plan assets at end of year | 2020-03-31 | $8,306,735 |
| Total plan assets at beginning of year | 2020-03-31 | $10,562,662 |
| Value of fidelity bond covering the plan | 2020-03-31 | $1,400,000 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $2,063,857 |
| Other income received | 2020-03-31 | $345,455 |
| Net income (gross income less expenses) | 2020-03-31 | $-2,255,927 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $8,306,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $10,562,662 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-03-31 | $9,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $18,386 |
| 2019 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-03-31 | $911,713 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $472,265 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $456,318 |
| Total plan assets at end of year | 2019-03-31 | $10,562,662 |
| Total plan assets at beginning of year | 2019-03-31 | $10,123,214 |
| Value of fidelity bond covering the plan | 2019-03-31 | $1,400,000 |
| Other income received | 2019-03-31 | $911,713 |
| Net income (gross income less expenses) | 2019-03-31 | $439,448 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $10,562,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $10,123,214 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-03-31 | $9,688 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-31 | $15,947 |
| 2018 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-03-31 | $1,303,622 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $1,550,832 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $1,532,175 |
| Total plan assets at end of year | 2018-03-31 | $10,123,214 |
| Total plan assets at beginning of year | 2018-03-31 | $10,370,424 |
| Value of fidelity bond covering the plan | 2018-03-31 | $1,400,000 |
| Other income received | 2018-03-31 | $1,303,622 |
| Net income (gross income less expenses) | 2018-03-31 | $-247,210 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $10,123,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $10,370,424 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-03-31 | $9,742 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $18,657 |
| 2017 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $2,020,159 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $461,699 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $446,636 |
| Total plan assets at end of year | 2017-03-31 | $10,370,424 |
| Total plan assets at beginning of year | 2017-03-31 | $8,811,964 |
| Value of fidelity bond covering the plan | 2017-03-31 | $1,400,000 |
| Other income received | 2017-03-31 | $2,020,159 |
| Net income (gross income less expenses) | 2017-03-31 | $1,558,460 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $10,370,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $8,811,964 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-03-31 | $9,677 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $15,063 |
| 2016 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $135,330 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $417,344 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $402,513 |
| Total plan assets at end of year | 2016-03-31 | $8,811,964 |
| Total plan assets at beginning of year | 2016-03-31 | $9,093,978 |
| Value of fidelity bond covering the plan | 2016-03-31 | $1,400,000 |
| Other income received | 2016-03-31 | $135,330 |
| Net income (gross income less expenses) | 2016-03-31 | $-282,014 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $8,811,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $9,093,978 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-03-31 | $9,677 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $14,831 |
| 2015 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $1,026,989 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $913,008 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $896,030 |
| Total plan assets at end of year | 2015-03-31 | $9,093,978 |
| Total plan assets at beginning of year | 2015-03-31 | $8,979,997 |
| Value of fidelity bond covering the plan | 2015-03-31 | $1,400,000 |
| Other income received | 2015-03-31 | $1,026,989 |
| Net income (gross income less expenses) | 2015-03-31 | $113,981 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $9,093,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $8,979,997 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-03-31 | $9,542 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $16,978 |
| 2014 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $1,427,223 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $399,732 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $369,730 |
| Total plan assets at end of year | 2014-03-31 | $8,979,997 |
| Total plan assets at beginning of year | 2014-03-31 | $7,952,506 |
| Value of fidelity bond covering the plan | 2014-03-31 | $1,400,000 |
| Other income received | 2014-03-31 | $1,427,223 |
| Net income (gross income less expenses) | 2014-03-31 | $1,027,491 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $8,979,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $7,952,506 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-03-31 | $6,382 |
| Assets. Value of real-estate (other than employer real property) | 2014-03-31 | $233,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $30,002 |
| 2013 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $989,402 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $382,556 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $365,950 |
| Total plan assets at end of year | 2013-03-31 | $7,952,506 |
| Total plan assets at beginning of year | 2013-03-31 | $7,345,660 |
| Value of fidelity bond covering the plan | 2013-03-31 | $1,400,000 |
| Other income received | 2013-03-31 | $989,402 |
| Net income (gross income less expenses) | 2013-03-31 | $606,846 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $7,952,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $7,345,660 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-03-31 | $6,354 |
| Assets. Value of real-estate (other than employer real property) | 2013-03-31 | $233,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $16,606 |
| 2012 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-03-31 | $-290,754 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $320,225 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $300,442 |
| Total plan assets at end of year | 2012-03-31 | $7,345,660 |
| Total plan assets at beginning of year | 2012-03-31 | $7,956,639 |
| Value of fidelity bond covering the plan | 2012-03-31 | $1,400,000 |
| Other income received | 2012-03-31 | $-290,754 |
| Net income (gross income less expenses) | 2012-03-31 | $-610,979 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $7,345,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $7,956,639 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-03-31 | $6,354 |
| Assets. Value of real-estate (other than employer real property) | 2012-03-31 | $233,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $19,783 |
| 2011 : WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-03-31 | $1,082,684 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $307,686 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $280,202 |
| Total plan assets at end of year | 2011-03-31 | $7,956,639 |
| Total plan assets at beginning of year | 2011-03-31 | $7,181,641 |
| Value of fidelity bond covering the plan | 2011-03-31 | $1,750,000 |
| Assets. Value of tangible personal property | 2011-03-31 | $1 |
| Assets. Value of loans (other than to participants) | 2011-03-31 | $1 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $27,484 |
| Other income received | 2011-03-31 | $1,082,684 |
| Net income (gross income less expenses) | 2011-03-31 | $774,998 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $7,956,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $7,181,641 |
| Assets. Value of participant loans | 2011-03-31 | $1 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-03-31 | $14,602 |
| Assets. Value of real-estate (other than employer real property) | 2011-03-31 | $480,000 |
| Assets. Value of employer securities | 2011-03-31 | $1 |
| Assets. Value of employer real property | 2011-03-31 | $1 |
| 2019: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan is a collectively bargained plan | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WHITE & ROBINSON APC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
