Logo

ROBERT WHITE, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameROBERT WHITE, LLC CASH BALANCE PLAN
Plan identification number 002

ROBERT WHITE, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT WHITE, LLC DBA PSYCHIATRIC & BEHAVIORAL HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WHITE, LLC DBA PSYCHIATRIC & BEHAVIORAL HEALTH SERVICES
Employer identification number (EIN):270562057
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WHITE, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01ROBERT WHITE
0022017-01-01ROBERT WHITE

Financial Data on ROBERT WHITE, LLC CASH BALANCE PLAN

Measure Date Value
2018 : ROBERT WHITE, LLC CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-17$0
Total plan liabilities at end of year2018-12-17$0
Total plan liabilities at beginning of year2018-12-17$0
Total income from all sources2018-12-17$45,048
Expenses. Total of all expenses incurred2018-12-17$197,917
Benefits paid (including direct rollovers)2018-12-17$197,917
Total plan assets at end of year2018-12-17$0
Total plan assets at beginning of year2018-12-17$152,869
Value of fidelity bond covering the plan2018-12-17$340,000
Total contributions received or receivable from participants2018-12-17$0
Expenses. Other expenses not covered elsewhere2018-12-17$0
Contributions received from other sources (not participants or employers)2018-12-17$0
Other income received2018-12-17$-6,452
Noncash contributions received2018-12-17$0
Net income (gross income less expenses)2018-12-17$-152,869
Net plan assets at end of year (total assets less liabilities)2018-12-17$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-17$152,869
Total contributions received or receivable from employer(s)2018-12-17$51,500
Value of certain deemed distributions of participant loans2018-12-17$0
Value of corrective distributions2018-12-17$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-17$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-17$0
2017 : ROBERT WHITE, LLC CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$61,369
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$152,869
Total plan assets at beginning of year2017-12-31$91,500
Value of fidelity bond covering the plan2017-12-31$340,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$10,044
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$61,369
Net plan assets at end of year (total assets less liabilities)2017-12-31$152,869
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$91,500
Total contributions received or receivable from employer(s)2017-12-31$51,325
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for ROBERT WHITE, LLC CASH BALANCE PLAN

2018: ROBERT WHITE, LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT WHITE, LLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1