WHITE OAK FAMILY PHYSICIANS, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE OAK PHYSICIANS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-30 | 88 |
| Total number of particpants at end of year | 2025-07-30 | 79 |
| Number of Participants With Account Balances | 2025-07-30 | 79 |
| 2024: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-27 | 93 |
| Total number of particpants at end of year | 2024-06-27 | 86 |
| Number of Participants With Account Balances | 2024-06-27 | 86 |
| 2011: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 70 |
| Number of participants with account balances | 2011-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 66 |
| Number of participants with account balances | 2009-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 2124537 |
| Net assets as of the end of the plan year | 2025-07-30 | 5241303 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 6264810 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 600000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 219513 |
| Other income to plan in this plan year | 2025-07-30 | 729790 |
| Plan net income in this plan year | 2025-07-30 | -1023507 |
| Net assets as of the end of the plan year | 2025-07-30 | 5241303 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 6264810 |
| Employer contributions to plan in this plan year | 2025-07-30 | 151727 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 32886 |
| 2024 : WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-27 | 2248251 |
| Net assets as of the end of the plan year | 2024-06-27 | 6264810 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 7177695 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-27 | 236154 |
| Other income to plan in this plan year | 2024-06-27 | 944623 |
| Plan net income in this plan year | 2024-06-27 | -912885 |
| Net assets as of the end of the plan year | 2024-06-27 | 6264810 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 7177695 |
| Employer contributions to plan in this plan year | 2024-06-27 | 154589 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-27 | 38855 |
| 2011 : WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $191,586 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $87,023 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $60,279 |
| Total plan assets at end of year | 2011-12-31 | $4,162,200 |
| Total plan assets at beginning of year | 2011-12-31 | $4,057,637 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $228,482 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $7,536 |
| Other income received | 2011-12-31 | $-147,084 |
| Net income (gross income less expenses) | 2011-12-31 | $104,563 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,162,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,057,637 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $102,652 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $26,744 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $793,331 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $95,577 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $73,077 |
| Total plan assets at end of year | 2010-12-31 | $4,057,637 |
| Total plan assets at beginning of year | 2010-12-31 | $3,359,883 |
| Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $225,201 |
| Other income received | 2010-12-31 | $459,755 |
| Net income (gross income less expenses) | 2010-12-31 | $697,754 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,057,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,359,883 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $108,375 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $22,500 |
| 2009 : WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2011: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WHITE OAK PHYSICIANS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
