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401k Sponsoring company profile

WHITE OAK INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK INVESTMENTS LLC
Employer identification number (EIN):611622379
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about WHITE OAK INVESTMENTS LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about WHITE OAK INVESTMENTS LLC

The following addresses have been detected on the 401k submissions:

USA Location Address
5665 NEW NORTHSIDE DRIVE
SUITE 500
ATLANTA
GA
30328
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Location Address
4401 NORTHSIDE PARKWAY
SUITE 500
ATLANTA
GA
30327
Date first seen: 2008-01-01
Date last seen: 2024-07-31

WHITE OAK INVESTMENTS LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN2016-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2022-09-14Employer Contributions $ 200,000
2022-09-14Employee Contributions $ 200,000
2020-09-02Employer Contributions $ 176,000
2020-09-02Employee Contributions $ 176,000
2019-09-13Employer Contributions $ 200,000
2019-09-13Employee Contributions $ 200,000
2018-09-13Employer Contributions $ 38,778
2018-09-13Employee Contributions $ 38,778
2017-09-08Employer Contributions $ 18,500
2017-09-08Employee Contributions $ 18,500
2016-09-14Employer Contributions $ 25,000
2016-09-14Employee Contributions $ 25,000
2015-09-15Employer Contributions $ 116,893
2015-09-15Employee Contributions $ 116,893
2015-07-21Employer Contributions $ 50,000
2015-07-21Employee Contributions $ 50,000
2015-05-20Employer Contributions $ 6,107
2015-05-20Employee Contributions $ 6,107

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