| Plan Name | WHITE OAK WELLNESS LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WHITE OAK WELLNESS LLC |
| Employer identification number (EIN): | 461356942 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
Additional information about WHITE OAK WELLNESS LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2012-11-26 |
| Company Identification Number: | 89694492 |
| Legal Registered Office Address: |
306 OAK ST SILVERTON United States of America (USA) 97381 |
More information about WHITE OAK WELLNESS LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WHITE OAK WELLNESS LLC 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 116608 |
| Net assets as of the end of the plan year | 2025-10-09 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 105280 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 10000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 11328 |
| Plan net income in this plan year | 2025-10-09 | -105280 |
| Net assets as of the end of the plan year | 2025-10-09 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 105280 |
| Employer contributions to plan in this plan year | 2025-10-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 1348 |
| Total expenses incurred by plan in this plan year | 2025-09-08 | 16485 |
| Net assets as of the end of the plan year | 2025-09-08 | 105280 |
| Total assets as of the beginning of the plan year | 2025-09-08 | 88508 |
| Value of plan covered by a fidelity bond | 2025-09-08 | 10000 |
| Participant contributions to plan in this plan year | 2025-09-08 | 13777 |
| Other income to plan in this plan year | 2025-09-08 | 12786 |
| Plan net income in this plan year | 2025-09-08 | 16772 |
| Net assets as of the end of the plan year | 2025-09-08 | 105280 |
| Net assets as of the beginning of the plan year | 2025-09-08 | 88508 |
| Employer contributions to plan in this plan year | 2025-09-08 | 6694 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-08 | 491 |
| 2024 : WHITE OAK WELLNESS LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-08 | 340 |
| Net assets as of the end of the plan year | 2024-10-08 | 88508 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 57568 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 10000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 12257 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 0 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 13092 |
| Plan net income in this plan year | 2024-10-08 | 30940 |
| Net assets as of the end of the plan year | 2024-10-08 | 88508 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 57568 |
| Employer contributions to plan in this plan year | 2024-10-08 | 5931 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 340 |
| 2022 : WHITE OAK WELLNESS LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-27 | 328 |
| Net assets as of the end of the plan year | 2022-09-27 | 46528 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 19050 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 10000 |
| Participant contributions to plan in this plan year | 2022-09-27 | 14734 |
| Other expenses paid from plan in this plan year | 2022-09-27 | 0 |
| Other contributions to plan in this plan year | 2022-09-27 | 0 |
| Other income to plan in this plan year | 2022-09-27 | 4460 |
| Plan net income in this plan year | 2022-09-27 | 27478 |
| Net assets as of the end of the plan year | 2022-09-27 | 46528 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 19050 |
| Value of contributions failed to transmitted timely | 2022-09-27 | 113 |
| Employer contributions to plan in this plan year | 2022-09-27 | 8612 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-27 | 328 |