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EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF WHIT-FAM, INC.
Plan identification number 502

EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

WHIT-FAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHIT-FAM, INC.
Employer identification number (EIN):570833438
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-05-01TONY WHITFIELD
5022016-05-01TONY WHITFIELD
5022015-05-01TONY WHITFIELD
5022014-05-01TONY WHITFIELD
5022013-05-01TONY WHITFIELD
5022012-05-01TONY WHITFIELD
5022011-05-01TONY WHITFIELD

Financial Data on EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC.

Measure Date Value
2018 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2018 401k financial data
Total plan liabilities at end of year2018-04-30$0
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$40,778
Expenses. Total of all expenses incurred2018-04-30$25,992
Benefits paid (including direct rollovers)2018-04-30$6,036
Total plan assets at end of year2018-04-30$28,811
Total plan assets at beginning of year2018-04-30$14,025
Value of fidelity bond covering the plan2018-04-30$15,000
Expenses. Other expenses not covered elsewhere2018-04-30$19,956
Net income (gross income less expenses)2018-04-30$14,786
Net plan assets at end of year (total assets less liabilities)2018-04-30$28,811
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$14,025
Total contributions received or receivable from employer(s)2018-04-30$40,778
2017 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$81,589
Expenses. Total of all expenses incurred2017-04-30$67,564
Benefits paid (including direct rollovers)2017-04-30$25,992
Total plan assets at end of year2017-04-30$14,025
Total plan assets at beginning of year2017-04-30$0
Value of fidelity bond covering the plan2017-04-30$15,000
Expenses. Other expenses not covered elsewhere2017-04-30$41,572
Net income (gross income less expenses)2017-04-30$14,025
Net plan assets at end of year (total assets less liabilities)2017-04-30$14,025
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$0
Total contributions received or receivable from employer(s)2017-04-30$81,589
2016 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$695
Total income from all sources2016-04-30$87,619
Expenses. Total of all expenses incurred2016-04-30$87,619
Benefits paid (including direct rollovers)2016-04-30$42,701
Total plan assets at end of year2016-04-30$0
Total plan assets at beginning of year2016-04-30$695
Value of fidelity bond covering the plan2016-04-30$10,000
Expenses. Other expenses not covered elsewhere2016-04-30$44,918
Net income (gross income less expenses)2016-04-30$0
Net plan assets at end of year (total assets less liabilities)2016-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$0
Total contributions received or receivable from employer(s)2016-04-30$87,619
2015 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2015 401k financial data
Total plan liabilities at end of year2015-04-30$695
Total plan liabilities at beginning of year2015-04-30$1,246
Total income from all sources2015-04-30$71,325
Expenses. Total of all expenses incurred2015-04-30$71,325
Benefits paid (including direct rollovers)2015-04-30$35,689
Total plan assets at end of year2015-04-30$695
Total plan assets at beginning of year2015-04-30$1,246
Value of fidelity bond covering the plan2015-04-30$10,000
Expenses. Other expenses not covered elsewhere2015-04-30$35,636
Net income (gross income less expenses)2015-04-30$0
Net plan assets at end of year (total assets less liabilities)2015-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$0
Total contributions received or receivable from employer(s)2015-04-30$71,325
2014 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2014 401k financial data
Total plan liabilities at end of year2014-04-30$1,246
Total plan liabilities at beginning of year2014-04-30$1,087
Total income from all sources2014-04-30$77,815
Expenses. Total of all expenses incurred2014-04-30$91,292
Benefits paid (including direct rollovers)2014-04-30$48,733
Total plan assets at end of year2014-04-30$1,246
Total plan assets at beginning of year2014-04-30$14,564
Value of fidelity bond covering the plan2014-04-30$25,000
Expenses. Other expenses not covered elsewhere2014-04-30$42,559
Net income (gross income less expenses)2014-04-30$-13,477
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$13,477
Total contributions received or receivable from employer(s)2014-04-30$77,815
2013 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2013 401k financial data
Total plan liabilities at end of year2013-04-30$1,087
Total plan liabilities at beginning of year2013-04-30$2,205
Total income from all sources2013-04-30$93,108
Expenses. Total of all expenses incurred2013-04-30$100,596
Benefits paid (including direct rollovers)2013-04-30$52,799
Total plan assets at end of year2013-04-30$14,564
Total plan assets at beginning of year2013-04-30$23,170
Expenses. Other expenses not covered elsewhere2013-04-30$47,797
Net income (gross income less expenses)2013-04-30$-7,488
Net plan assets at end of year (total assets less liabilities)2013-04-30$13,477
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$20,965
Total contributions received or receivable from employer(s)2013-04-30$93,108
2012 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2012 401k financial data
Total plan liabilities at end of year2012-04-30$2,205
Total plan liabilities at beginning of year2012-04-30$1,442
Total income from all sources2012-04-30$98,067
Expenses. Total of all expenses incurred2012-04-30$91,651
Benefits paid (including direct rollovers)2012-04-30$40,782
Total plan assets at end of year2012-04-30$23,170
Total plan assets at beginning of year2012-04-30$15,991
Expenses. Other expenses not covered elsewhere2012-04-30$50,869
Net income (gross income less expenses)2012-04-30$6,416
Net plan assets at end of year (total assets less liabilities)2012-04-30$20,965
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$14,549
Total contributions received or receivable from employer(s)2012-04-30$98,067
2011 : EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2011 401k financial data
Total plan liabilities at end of year2011-04-30$1,442
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$83,868
Expenses. Total of all expenses incurred2011-04-30$69,319
Benefits paid (including direct rollovers)2011-04-30$30,727
Total plan assets at end of year2011-04-30$15,991
Total plan assets at beginning of year2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$38,592
Net income (gross income less expenses)2011-04-30$14,549
Net plan assets at end of year (total assets less liabilities)2011-04-30$14,549
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$0
Total contributions received or receivable from employer(s)2011-04-30$83,868

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC.

2017: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE HEALTH PLAN OF WHIT-FAM, INC. 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14300 NFA 0207
Policy instance 1

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