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WHITE OAK CON FOUNDATION, INC. RET SAV PLAN 401k Plan overview

Plan NameWHITE OAK CON FOUNDATION, INC. RET SAV PLAN
Plan identification number 001

WHITE OAK CON FOUNDATION, INC. RET SAV 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='464249512' AND PlanID='001'

401k Sponsoring company profile

WHITE OAK CONSERVATION FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK CONSERVATION FOUNDATION, INC.
Employer identification number (EIN):464249512
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK CON FOUNDATION, INC. RET SAV PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH KOTTL2024-10-10
0012022-01-01ELIZABETH KOTTL2023-10-12 ELIZABETH KOTTL2023-10-12
0012021-01-01KIMBERLY COVERT2022-06-30
0012020-01-01CHRISTINA DUNLAP2021-10-08
0012019-01-01TOM HARRIS2020-10-15
0012018-01-01THOMAS M. HARRIS2019-10-15

Financial Data on WHITE OAK CON FOUNDATION, INC. RET SAV PLAN

Measure Date Value
2025 : WHITE OAK CON FOUNDATION, INC. RET SAV PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-1512179
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15101771
Net assets as of the end of the plan year2025-10-154369139
Total assets as of the beginning of the plan year2025-10-153428195
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15294400
Value of participant loans at end of plan year2025-10-1523600
Other contributions to plan in this plan year2025-10-15102774
Other income to plan in this plan year2025-10-15493721
Plan net income in this plan year2025-10-15928765
Net assets as of the end of the plan year2025-10-154369139
Net assets as of the beginning of the plan year2025-10-153428195
Employer contributions to plan in this plan year2025-10-15139641
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1523013
2024 : WHITE OAK CON FOUNDATION, INC. RET SAV PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-105734
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1031001
Net assets as of the end of the plan year2024-10-103428195
Total assets as of the beginning of the plan year2024-10-102538962
Value of plan covered by a fidelity bond2024-10-101000000
Participant contributions to plan in this plan year2024-10-10260760
Value of participant loans at end of plan year2024-10-1033709
Other contributions to plan in this plan year2024-10-1010012
Other income to plan in this plan year2024-10-10519116
Plan net income in this plan year2024-10-10883499
Net assets as of the end of the plan year2024-10-103428195
Net assets as of the beginning of the plan year2024-10-102538962
Employer contributions to plan in this plan year2024-10-10124612
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1018453
2022 : WHITE OAK CON FOUNDATION, INC. RET SAV PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-3075993
Net assets as of the end of the plan year2022-06-303014068
Total assets as of the beginning of the plan year2022-06-302302983
Value of plan covered by a fidelity bond2022-06-301000000
Participant contributions to plan in this plan year2022-06-30206651
Value of participant loans at end of plan year2022-06-3013350
Other contributions to plan in this plan year2022-06-30107268
Other income to plan in this plan year2022-06-30354515
Plan net income in this plan year2022-06-30711085
Net assets as of the end of the plan year2022-06-303014068
Net assets as of the beginning of the plan year2022-06-302302983
Value of contributions failed to transmitted timely2022-06-3015300
Employer contributions to plan in this plan year2022-06-30118644
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-3018494

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