401k Plan data: WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN plan

WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 401k Plan overview

Plan Name	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN
Plan identification number	002

WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='411825080' AND PlanID='002'

401k Sponsoring company profile

WHITE OAKS WEALTH ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITE OAKS WEALTH ADVISORS, INC.

Employer identification number (EIN): 411825080

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 KARL HANSON 2017-05-18
002 2015-01-01 KARL HANSON 2016-07-12
002 2014-01-01 ROBERT KLOSTERMAN 2015-07-14 ROBERT KLOSTERMAN 2015-07-14
002 2013-01-01 ROBERT KLOSTERMAN 2014-07-09 ROBERT KLOSTERMAN 2014-07-09
002 2012-01-01 ROBERT KLOSTERMAN 2013-07-15 ROBERT KLOSTERMAN 2013-07-15
002 2011-01-01 ROBERT KLOSTERMAN 2012-07-16 ROBERT KLOSTERMAN 2012-07-16
002 2010-01-01 ROBERT KLOSTERMAN 2011-06-16 ROBERT KLOSTERMAN 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	KARL HANSON	2017-05-18
002	2015-01-01	KARL HANSON	2016-07-12
002	2014-01-01	ROBERT KLOSTERMAN	2015-07-14	ROBERT KLOSTERMAN	2015-07-14
002	2013-01-01	ROBERT KLOSTERMAN	2014-07-09	ROBERT KLOSTERMAN	2014-07-09
002	2012-01-01	ROBERT KLOSTERMAN	2013-07-15	ROBERT KLOSTERMAN	2013-07-15
002	2011-01-01	ROBERT KLOSTERMAN	2012-07-16	ROBERT KLOSTERMAN	2012-07-16
002	2010-01-01	ROBERT KLOSTERMAN	2011-06-16	ROBERT KLOSTERMAN	2011-06-16

Financial Data on WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN

Measure	Date	Value
2025 : WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-25	75300
Net assets as of the end of the plan year	2025-06-25	4129049
Total assets as of the beginning of the plan year	2025-06-25	3547488
Value of plan covered by a fidelity bond	2025-06-25	500000
Participant contributions to plan in this plan year	2025-06-25	120285
Value of participant loans at end of plan year	2025-06-25	38610
Other income to plan in this plan year	2025-06-25	387967
Plan net income in this plan year	2025-06-25	581561
Net assets as of the end of the plan year	2025-06-25	4129049
Net assets as of the beginning of the plan year	2025-06-25	3547488
Employer contributions to plan in this plan year	2025-06-25	148609
2024 : WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-10	57420
Net assets as of the end of the plan year	2024-09-10	3547488
Total assets as of the beginning of the plan year	2024-09-10	2889189
Value of plan covered by a fidelity bond	2024-09-10	500000
Participant contributions to plan in this plan year	2024-09-10	139471
Value of participant loans at end of plan year	2024-09-10	5961
Other income to plan in this plan year	2024-09-10	390114
Plan net income in this plan year	2024-09-10	658299
Net assets as of the end of the plan year	2024-09-10	3547488
Net assets as of the beginning of the plan year	2024-09-10	2889189
Employer contributions to plan in this plan year	2024-09-10	186134
2022 : WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-25	0
Net assets as of the end of the plan year	2022-07-25	2766879
Total assets as of the beginning of the plan year	2022-07-25	2210490
Value of plan covered by a fidelity bond	2022-07-25	500000
Participant contributions to plan in this plan year	2022-07-25	93359
Value of participant loans at end of plan year	2022-07-25	27477
Other income to plan in this plan year	2022-07-25	323182
Plan net income in this plan year	2022-07-25	556389
Net assets as of the end of the plan year	2022-07-25	2766879
Net assets as of the beginning of the plan year	2022-07-25	2210490
Employer contributions to plan in this plan year	2022-07-25	139848

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Company Name:	WHITE OAKS WEALTH ADVISORS, INC.
Employer identification number (EIN):	411825080
NAIC Classification:	523900