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WHITE OAK WELLNESS LLC 401(K) PLAN 401k Plan overview

Plan NameWHITE OAK WELLNESS LLC 401(K) PLAN
Plan identification number 001

WHITE OAK WELLNESS LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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='461356942' AND PlanID='001'

401k Sponsoring company profile

WHITE OAK WELLNESS LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK WELLNESS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01

Financial Data on WHITE OAK WELLNESS LLC 401(K) PLAN

Measure Date Value
2025 : WHITE OAK WELLNESS LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09116608
Net assets as of the end of the plan year2025-10-090
Total assets as of the beginning of the plan year2025-10-09105280
Value of plan covered by a fidelity bond2025-10-0910000
Participant contributions to plan in this plan year2025-10-090
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-0911328
Plan net income in this plan year2025-10-09-105280
Net assets as of the end of the plan year2025-10-090
Net assets as of the beginning of the plan year2025-10-09105280
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-091348
Total expenses incurred by plan in this plan year2025-09-0816485
Net assets as of the end of the plan year2025-09-08105280
Total assets as of the beginning of the plan year2025-09-0888508
Value of plan covered by a fidelity bond2025-09-0810000
Participant contributions to plan in this plan year2025-09-0813777
Other income to plan in this plan year2025-09-0812786
Plan net income in this plan year2025-09-0816772
Net assets as of the end of the plan year2025-09-08105280
Net assets as of the beginning of the plan year2025-09-0888508
Employer contributions to plan in this plan year2025-09-086694
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-08491
2024 : WHITE OAK WELLNESS LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08340
Net assets as of the end of the plan year2024-10-0888508
Total assets as of the beginning of the plan year2024-10-0857568
Value of plan covered by a fidelity bond2024-10-0810000
Participant contributions to plan in this plan year2024-10-0812257
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0813092
Plan net income in this plan year2024-10-0830940
Net assets as of the end of the plan year2024-10-0888508
Net assets as of the beginning of the plan year2024-10-0857568
Employer contributions to plan in this plan year2024-10-085931
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08340
2022 : WHITE OAK WELLNESS LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-27328
Net assets as of the end of the plan year2022-09-2746528
Total assets as of the beginning of the plan year2022-09-2719050
Value of plan covered by a fidelity bond2022-09-2710000
Participant contributions to plan in this plan year2022-09-2714734
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-274460
Plan net income in this plan year2022-09-2727478
Net assets as of the end of the plan year2022-09-2746528
Net assets as of the beginning of the plan year2022-09-2719050
Value of contributions failed to transmitted timely2022-09-27113
Employer contributions to plan in this plan year2022-09-278612
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-27328

Potentially related plans

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