R.H. WHITE CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R.H. WHITE 401(K) PROFIT SHARING-PW PLAN
401k plan membership statisitcs for R.H. WHITE 401(K) PROFIT SHARING-PW PLAN
Measure | Date | Value |
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2022 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,698,541 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,834,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,706,017 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,689,950 |
Value of total assets at end of year | 2022-12-31 | $51,272,917 |
Value of total assets at beginning of year | 2022-12-31 | $60,805,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $128,318 |
Total interest from all sources | 2022-12-31 | $41,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,832,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,832,347 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,423,238 |
Participant contributions at end of year | 2022-12-31 | $878,649 |
Participant contributions at beginning of year | 2022-12-31 | $853,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $367,226 |
Other income not declared elsewhere | 2022-12-31 | $186,376 |
Administrative expenses (other) incurred | 2022-12-31 | $128,318 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-9,532,876 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $51,272,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $60,805,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $47,934,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $57,550,777 |
Interest on participant loans | 2022-12-31 | $41,425 |
Interest earned on other investments | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,459,941 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,401,623 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,448,639 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,899,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,706,017 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 222428965 |
2021 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $11,899,340 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,762,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,631,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,106,656 |
Value of total assets at end of year | 2021-12-31 | $60,805,793 |
Value of total assets at beginning of year | 2021-12-31 | $53,669,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $131,206 |
Total interest from all sources | 2021-12-31 | $71,660 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,490,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,490,783 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,270,621 |
Participant contributions at end of year | 2021-12-31 | $853,393 |
Participant contributions at beginning of year | 2021-12-31 | $1,112,663 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $225,550 |
Other income not declared elsewhere | 2021-12-31 | $210,406 |
Administrative expenses (other) incurred | 2021-12-31 | $131,206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,136,463 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $60,805,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $53,669,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $57,550,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $49,635,919 |
Interest on participant loans | 2021-12-31 | $47,847 |
Interest earned on other investments | 2021-12-31 | $23,813 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,401,623 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,920,748 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,019,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,610,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,631,671 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $12,181,883 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,986,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,835,367 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $69,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,317,795 |
Value of total assets at end of year | 2020-12-31 | $53,669,330 |
Value of total assets at beginning of year | 2020-12-31 | $46,474,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $81,673 |
Total interest from all sources | 2020-12-31 | $87,584 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,474,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,474,394 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,359,058 |
Participant contributions at end of year | 2020-12-31 | $1,112,663 |
Participant contributions at beginning of year | 2020-12-31 | $1,073,537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $117,892 |
Other income not declared elsewhere | 2020-12-31 | $125,119 |
Administrative expenses (other) incurred | 2020-12-31 | $81,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $37 |
Value of net income/loss | 2020-12-31 | $7,195,199 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $53,669,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $46,474,131 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $49,635,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,318,532 |
Interest on participant loans | 2020-12-31 | $56,431 |
Interest earned on other investments | 2020-12-31 | $31,153 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,920,748 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,082,062 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,176,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,840,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,835,367 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,396,256 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,136,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,071,435 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $16,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,418,886 |
Value of total assets at end of year | 2019-12-31 | $46,474,131 |
Value of total assets at beginning of year | 2019-12-31 | $38,214,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,418 |
Total interest from all sources | 2019-12-31 | $92,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,134,200 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,134,200 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,489,842 |
Participant contributions at end of year | 2019-12-31 | $1,073,537 |
Participant contributions at beginning of year | 2019-12-31 | $1,174,875 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $42,185 |
Other income not declared elsewhere | 2019-12-31 | $70,461 |
Administrative expenses (other) incurred | 2019-12-31 | $48,418 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,259,583 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $46,474,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,214,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,318,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $34,243,038 |
Interest on participant loans | 2019-12-31 | $57,017 |
Interest earned on other investments | 2019-12-31 | $35,678 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,082,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,796,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,680,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,886,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,071,435 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,377,568 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,124,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,056,465 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $18,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,817,684 |
Value of total assets at end of year | 2018-12-31 | $38,214,548 |
Value of total assets at beginning of year | 2018-12-31 | $38,961,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $48,564 |
Total interest from all sources | 2018-12-31 | $87,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,934,416 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,934,416 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,444,824 |
Participant contributions at end of year | 2018-12-31 | $1,174,875 |
Participant contributions at beginning of year | 2018-12-31 | $1,152,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $698,585 |
Other income not declared elsewhere | 2018-12-31 | $68,109 |
Administrative expenses (other) incurred | 2018-12-31 | $48,564 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-746,460 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,214,548 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $38,961,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $34,243,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,725,341 |
Interest on participant loans | 2018-12-31 | $53,746 |
Interest earned on other investments | 2018-12-31 | $33,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,796,635 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,083,567 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,529,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,674,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,056,465 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,442,160 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,134,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,042,233 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $20,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,795,102 |
Value of total assets at end of year | 2017-12-31 | $38,961,008 |
Value of total assets at beginning of year | 2017-12-31 | $32,653,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $71,508 |
Total interest from all sources | 2017-12-31 | $78,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,721,694 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,721,694 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,211,987 |
Participant contributions at end of year | 2017-12-31 | $1,152,100 |
Participant contributions at beginning of year | 2017-12-31 | $959,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $226,095 |
Other income not declared elsewhere | 2017-12-31 | $63,137 |
Administrative expenses (other) incurred | 2017-12-31 | $71,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,308,001 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $38,961,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $32,653,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,725,341 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,588,153 |
Interest on participant loans | 2017-12-31 | $44,644 |
Interest earned on other investments | 2017-12-31 | $34,274 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,083,567 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,105,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,783,309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,357,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,042,233 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,748,058 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,214,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,157,078 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $21,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,454,693 |
Value of total assets at end of year | 2016-12-31 | $32,653,007 |
Value of total assets at beginning of year | 2016-12-31 | $30,119,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $35,937 |
Total interest from all sources | 2016-12-31 | $72,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,321,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,321,398 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,072,380 |
Participant contributions at end of year | 2016-12-31 | $959,062 |
Participant contributions at beginning of year | 2016-12-31 | $911,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $87,183 |
Other income not declared elsewhere | 2016-12-31 | $56,479 |
Administrative expenses (other) incurred | 2016-12-31 | $35,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,533,888 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $32,653,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,119,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,588,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,524,415 |
Interest on participant loans | 2016-12-31 | $39,843 |
Interest earned on other investments | 2016-12-31 | $32,761 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,105,792 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,683,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $842,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,295,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,157,078 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,214,766 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,080,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,957,110 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $68,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,379,106 |
Value of total assets at end of year | 2015-12-31 | $30,119,119 |
Value of total assets at beginning of year | 2015-12-31 | $29,984,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $54,868 |
Total interest from all sources | 2015-12-31 | $69,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,442,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,442,286 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,910,595 |
Participant contributions at end of year | 2015-12-31 | $911,028 |
Participant contributions at beginning of year | 2015-12-31 | $845,146 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $290,731 |
Other income not declared elsewhere | 2015-12-31 | $52,634 |
Administrative expenses (other) incurred | 2015-12-31 | $54,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $134,723 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $30,119,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,984,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,524,415 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,318,815 |
Interest on participant loans | 2015-12-31 | $35,272 |
Interest earned on other investments | 2015-12-31 | $34,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,683,676 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,820,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,728,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,177,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,957,110 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,479,590 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,988,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,914,612 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $26,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,842,901 |
Value of total assets at end of year | 2014-12-31 | $29,984,396 |
Value of total assets at beginning of year | 2014-12-31 | $27,493,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $47,225 |
Total interest from all sources | 2014-12-31 | $68,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,402,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,402,588 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,710,483 |
Participant contributions at end of year | 2014-12-31 | $845,146 |
Participant contributions at beginning of year | 2014-12-31 | $739,474 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $126,676 |
Other income not declared elsewhere | 2014-12-31 | $58,367 |
Administrative expenses (other) incurred | 2014-12-31 | $47,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,491,320 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,984,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,493,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,318,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,750,307 |
Interest on participant loans | 2014-12-31 | $33,391 |
Interest earned on other investments | 2014-12-31 | $35,239 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,820,435 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,003,295 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $107,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,005,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,914,612 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2014-12-31 | 042684828 |
2013 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,755,541 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $819,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $769,541 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $5,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,418,875 |
Value of total assets at end of year | 2013-12-31 | $27,493,076 |
Value of total assets at beginning of year | 2013-12-31 | $21,557,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $45,338 |
Total interest from all sources | 2013-12-31 | $126,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $927,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $927,992 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,551,626 |
Participant contributions at end of year | 2013-12-31 | $739,474 |
Participant contributions at beginning of year | 2013-12-31 | $732,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $101,011 |
Administrative expenses (other) incurred | 2013-12-31 | $45,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,935,640 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,493,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,557,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,750,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,600,775 |
Interest on participant loans | 2013-12-31 | $30,734 |
Interest earned on other investments | 2013-12-31 | $95,299 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,003,295 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,224,382 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,282,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $766,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $769,541 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2013-12-31 | 042684828 |
2012 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,401,106 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $608,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $568,423 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $34,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,152,400 |
Value of total assets at end of year | 2012-12-31 | $21,557,436 |
Value of total assets at beginning of year | 2012-12-31 | $17,764,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,937 |
Total interest from all sources | 2012-12-31 | $78,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $458,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $458,828 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,288,205 |
Participant contributions at end of year | 2012-12-31 | $732,279 |
Participant contributions at beginning of year | 2012-12-31 | $682,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $82,873 |
Administrative expenses (other) incurred | 2012-12-31 | $5,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,792,637 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,557,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,764,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,600,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,873,021 |
Interest on participant loans | 2012-12-31 | $30,888 |
Interest earned on other investments | 2012-12-31 | $47,360 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,224,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,209,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,711,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $781,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $568,423 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2012-12-31 | 042684828 |
2011 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,621,746 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,139,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,100,981 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $38,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,919,842 |
Value of total assets at end of year | 2011-12-31 | $17,764,799 |
Value of total assets at beginning of year | 2011-12-31 | $17,282,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $456 |
Total interest from all sources | 2011-12-31 | $96,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $386,677 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $386,677 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,013,976 |
Participant contributions at end of year | 2011-12-31 | $682,242 |
Participant contributions at beginning of year | 2011-12-31 | $646,518 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $98,589 |
Other income not declared elsewhere | 2011-12-31 | $-54 |
Administrative expenses (other) incurred | 2011-12-31 | $456 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $482,241 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,764,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,282,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,873,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,544,758 |
Interest on participant loans | 2011-12-31 | $32,189 |
Interest earned on other investments | 2011-12-31 | $64,169 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,209,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,091,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-781,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $807,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,100,981 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2011-12-31 | 042684828 |
2010 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,436,473 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,535,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,523,514 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $9,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,652,489 |
Value of total assets at end of year | 2010-12-31 | $17,282,558 |
Value of total assets at beginning of year | 2010-12-31 | $15,381,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,125 |
Total interest from all sources | 2010-12-31 | $100,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $239,592 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $239,592 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $963,253 |
Participant contributions at end of year | 2010-12-31 | $646,518 |
Participant contributions at beginning of year | 2010-12-31 | $495,355 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $8,422 |
Administrative expenses (other) incurred | 2010-12-31 | $2,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,901,374 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,282,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,381,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,544,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,232,575 |
Interest on participant loans | 2010-12-31 | $28,782 |
Interest earned on other investments | 2010-12-31 | $71,396 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,091,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,653,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,444,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $680,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,523,514 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CCR LLP |
Accountancy firm EIN | 2010-12-31 | 043069946 |
2009 : R.H. WHITE 401(K) PROFIT SHARING-PW PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |