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WHITE GLOVE TECHNOLOGIES 401(K) PLAN 401k Plan overview

Plan NameWHITE GLOVE TECHNOLOGIES 401(K) PLAN
Plan identification number 001

WHITE GLOVE TECHNOLOGIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHITE GLOVE TECHNOLOGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:WHITE GLOVE TECHNOLOGIES, LLC
Employer identification number (EIN):262921882
NAIC Classification:541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE GLOVE TECHNOLOGIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-12
0012022-01-01SHIRLEY HORNER2023-09-13
0012021-04-01SHIRLEY HORNER2022-07-16
0012013-01-01CAREY BALZER2013-09-04
0012012-01-01CAREY BALZER2013-07-03
0012011-01-01CAREY BALZER2013-07-03
0012010-01-01TOMMY WALD
0012009-01-01NIKKI MAGEE

Financial Data on WHITE GLOVE TECHNOLOGIES 401(K) PLAN

Measure Date Value
2025 : WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-205428
Net assets as of the end of the plan year2025-07-20169095
Total assets as of the beginning of the plan year2025-07-20123101
Value of plan covered by a fidelity bond2025-07-2013000
Participant contributions to plan in this plan year2025-07-2029181
Other income to plan in this plan year2025-07-2022241
Plan net income in this plan year2025-07-2045994
Net assets as of the end of the plan year2025-07-20169095
Net assets as of the beginning of the plan year2025-07-20123101
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-20130
2024 : WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-122991
Net assets as of the end of the plan year2024-09-12123101
Total assets as of the beginning of the plan year2024-09-1272436
Value of plan covered by a fidelity bond2024-09-128000
Participant contributions to plan in this plan year2024-09-1235898
Other income to plan in this plan year2024-09-1217758
Plan net income in this plan year2024-09-1250665
Net assets as of the end of the plan year2024-09-12123101
Net assets as of the beginning of the plan year2024-09-1272436
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1255
2022 : WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-160
Net assets as of the end of the plan year2022-07-1633993
Value of plan covered by a fidelity bond2022-07-161000
Participant contributions to plan in this plan year2022-07-1633005
Other income to plan in this plan year2022-07-16988
Plan net income in this plan year2022-07-1633993
Net assets as of the end of the plan year2022-07-1633993
Net assets as of the beginning of the plan year2022-07-160
2010 : WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$145,945
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$253,053
Expenses. Total of all expenses incurred2010-12-31$13,332
Benefits paid (including direct rollovers)2010-12-31$9,666
Total plan assets at end of year2010-12-31$1,147,430
Total plan assets at beginning of year2010-12-31$761,764
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$133,156
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$119,897
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$239,721
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,147,430
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$761,764
Assets. Value of participant loans2010-12-31$450
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$3,666
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHITE GLOVE TECHNOLOGIES 401(K) PLAN

2010: WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WHITE GLOVE TECHNOLOGIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878439
Policy instance 1

Potentially related plans

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