WILLIAM J. WHITE EDUCATIONAL & B has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2024 : WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $543,231 |
| Total plan liabilities at beginning of year | 2024-01-01 | $1,671 |
| Total income from all sources | 2024-01-01 | $770,424 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,364,425 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,045,838 |
| Total plan assets at end of year | 2024-01-01 | $10,662 |
| Total plan assets at beginning of year | 2024-01-01 | $63,103 |
| Value of fidelity bond covering the plan | 2024-01-01 | $20,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $194,977 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $272,233 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $746 |
| Other income received | 2024-01-01 | $2,121 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $-594,001 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-532,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $61,432 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $572,580 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $46,354 |
| 2023 : WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $1,671 |
| Total plan liabilities at beginning of year | 2023-12-31 | $142,476 |
| Total income from all sources | 2023-12-31 | $654,114 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $500,778 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $204,935 |
| Total plan assets at end of year | 2023-12-31 | $63,103 |
| Total plan assets at beginning of year | 2023-12-31 | $50,572 |
| Value of fidelity bond covering the plan | 2023-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $190,229 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $243,968 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,048 |
| Net income (gross income less expenses) | 2023-12-31 | $153,336 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $61,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-91,904 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $462,837 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $51,875 |
| 2022 : WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $142,476 |
| Total plan liabilities at beginning of year | 2022-12-31 | $51,951 |
| Total income from all sources | 2022-12-31 | $533,307 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $595,367 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $384,169 |
| Total plan assets at end of year | 2022-12-31 | $50,572 |
| Total plan assets at beginning of year | 2022-12-31 | $22,107 |
| Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $139,086 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $198,377 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $136 |
| Net income (gross income less expenses) | 2022-12-31 | $-62,060 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-91,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-29,844 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $394,085 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,821 |
| 2021 : WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $51,951 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $446,598 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $476,442 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $263,589 |
| Total plan assets at end of year | 2021-12-31 | $22,107 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $101,684 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $176,232 |
| Other income received | 2021-12-31 | $63 |
| Net income (gross income less expenses) | 2021-12-31 | $-29,844 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-29,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $344,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,621 |
| 2023: WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | First time form 5500 has been submitted | Yes |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
