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WHITE OAK PHARMACY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWHITE OAK PHARMACY, INC. RETIREMENT PLAN
Plan identification number 001

WHITE OAK PHARMACY, INC. RETIREMENT 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='571105113' AND PlanID='001'

401k Sponsoring company profile

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

Company Name:WHITE OAK PHARMACY, INC.
Employer identification number (EIN):571105113
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Additional information about WHITE OAK PHARMACY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1994-02-14
Company Identification Number: 864763
Legal Registered Office Address: RT 1 BOX 165
-
BEVERLY
United States of America (USA)
45715

More information about WHITE OAK PHARMACY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK PHARMACY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-10-01
0012024-10-01MARY LUDLOW
0012023-10-01
0012023-10-01MARY LUDLOW
0012022-10-01
0012022-10-01MARY LUDLOW
0012021-10-01
0012021-10-01MARY LUDLOW
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01MARY LUDLOW
0012016-10-01MARY LUDLOW
0012015-10-01MARY LUDLOW
0012014-10-01MARY LUDLOW
0012013-10-01MARY LUDLOW
0012012-10-01MARY LUDLOW MARY LUDLOW2014-04-21
0012011-10-01MARY LUDLOW2012-12-07 MARY LUDLOW2012-12-07
0012010-10-01MARY LUDLOW2011-11-14 MARY LUDLOW2011-11-14

Financial Data on WHITE OAK PHARMACY, INC. RETIREMENT PLAN

Measure Date Value
2024 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2024 401k financial data
Transfers to/from the plan2024-10-15$0
Total plan liabilities at end of year2024-10-15$0
Total plan liabilities at beginning of year2024-10-15$0
Total income from all sources2024-10-15$-640
Expenses. Total of all expenses incurred2024-10-15$90,165
Benefits paid (including direct rollovers)2024-10-15$90,089
Total plan assets at end of year2024-10-15$0
Total plan assets at beginning of year2024-10-15$90,805
Value of fidelity bond covering the plan2024-10-15$500,000
Assets. Value of tangible personal property2024-10-15$0
Total contributions received or receivable from participants2024-10-15$0
Assets. Value of loans (other than to participants)2024-10-15$0
Expenses. Other expenses not covered elsewhere2024-10-15$0
Contributions received from other sources (not participants or employers)2024-10-15$0
Other income received2024-10-15$-640
Noncash contributions received2024-10-15$0
Net income (gross income less expenses)2024-10-15$-90,805
Net plan assets at end of year (total assets less liabilities)2024-10-15$0
Net plan assets at beginning of year (total assets less liabilities)2024-10-15$90,805
Assets. Value of participant loans2024-10-15$0
Assets. Value of assets in partnership/joint-venture interests2024-10-15$0
Assets. Value of real-estate (other than employer real property)2024-10-15$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022024-10-15$0
Assets. Value of employer securities2024-10-15$0
Assets. Value of employer real property2024-10-15$0
Total contributions received or receivable from employer(s)2024-10-15$0
Value of certain deemed distributions of participant loans2024-10-15$0
Value of corrective distributions2024-10-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-10-15$76
Transfers to/from the plan2024-09-30$0
Total plan liabilities at end of year2024-09-30$0
Total plan liabilities at beginning of year2024-09-30$0
Total income from all sources2024-09-30$1,388,956
Expenses. Total of all expenses incurred2024-09-30$6,997,104
Benefits paid (including direct rollovers)2024-09-30$6,997,079
Total plan assets at end of year2024-09-30$90,805
Total plan assets at beginning of year2024-09-30$5,698,953
Value of fidelity bond covering the plan2024-09-30$500,000
Assets. Value of tangible personal property2024-09-30$0
Total contributions received or receivable from participants2024-09-30$152,696
Assets. Value of loans (other than to participants)2024-09-30$0
Expenses. Other expenses not covered elsewhere2024-09-30$0
Contributions received from other sources (not participants or employers)2024-09-30$0
Other income received2024-09-30$1,169,113
Noncash contributions received2024-09-30$0
Net income (gross income less expenses)2024-09-30$-5,608,148
Net plan assets at end of year (total assets less liabilities)2024-09-30$90,805
Net plan assets at beginning of year (total assets less liabilities)2024-09-30$5,698,953
Assets. Value of participant loans2024-09-30$0
Assets. Value of assets in partnership/joint-venture interests2024-09-30$0
Assets. Value of real-estate (other than employer real property)2024-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022024-09-30$0
Assets. Value of employer securities2024-09-30$0
Assets. Value of employer real property2024-09-30$0
Total contributions received or receivable from employer(s)2024-09-30$67,147
Value of certain deemed distributions of participant loans2024-09-30$0
Value of corrective distributions2024-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-09-30$25
2023 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-09-30$0
Total plan liabilities at end of year2023-09-30$0
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$941,611
Expenses. Total of all expenses incurred2023-09-30$86,209
Benefits paid (including direct rollovers)2023-09-30$86,159
Total plan assets at end of year2023-09-30$5,698,953
Total plan assets at beginning of year2023-09-30$4,843,551
Value of fidelity bond covering the plan2023-09-30$500,000
Assets. Value of tangible personal property2023-09-30$0
Total contributions received or receivable from participants2023-09-30$185,392
Assets. Value of loans (other than to participants)2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$670,026
Noncash contributions received2023-09-30$0
Net income (gross income less expenses)2023-09-30$855,402
Net plan assets at end of year (total assets less liabilities)2023-09-30$5,698,953
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$4,843,551
Assets. Value of participant loans2023-09-30$0
Assets. Value of assets in partnership/joint-venture interests2023-09-30$0
Assets. Value of real-estate (other than employer real property)2023-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-09-30$0
Assets. Value of employer securities2023-09-30$0
Assets. Value of employer real property2023-09-30$0
Total contributions received or receivable from employer(s)2023-09-30$86,193
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$50
2022 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-09-30$0
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-790,353
Expenses. Total of all expenses incurred2022-09-30$35,645
Benefits paid (including direct rollovers)2022-09-30$35,620
Total plan assets at end of year2022-09-30$4,843,551
Total plan assets at beginning of year2022-09-30$5,669,549
Value of fidelity bond covering the plan2022-09-30$500,000
Assets. Value of tangible personal property2022-09-30$0
Total contributions received or receivable from participants2022-09-30$181,193
Assets. Value of loans (other than to participants)2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-1,054,566
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-825,998
Net plan assets at end of year (total assets less liabilities)2022-09-30$4,843,551
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$5,669,549
Assets. Value of participant loans2022-09-30$0
Assets. Value of assets in partnership/joint-venture interests2022-09-30$0
Assets. Value of real-estate (other than employer real property)2022-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-09-30$0
Assets. Value of employer securities2022-09-30$0
Assets. Value of employer real property2022-09-30$0
Total contributions received or receivable from employer(s)2022-09-30$83,020
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$25
2021 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-09-30$0
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$1,176,383
Expenses. Total of all expenses incurred2021-09-30$131,699
Benefits paid (including direct rollovers)2021-09-30$131,674
Total plan assets at end of year2021-09-30$5,669,549
Total plan assets at beginning of year2021-09-30$4,624,865
Value of fidelity bond covering the plan2021-09-30$500,000
Assets. Value of tangible personal property2021-09-30$0
Total contributions received or receivable from participants2021-09-30$161,106
Assets. Value of loans (other than to participants)2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$939,546
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$1,044,684
Net plan assets at end of year (total assets less liabilities)2021-09-30$5,669,549
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$4,624,865
Assets. Value of participant loans2021-09-30$0
Assets. Value of assets in partnership/joint-venture interests2021-09-30$0
Assets. Value of real-estate (other than employer real property)2021-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-09-30$0
Assets. Value of employer securities2021-09-30$0
Assets. Value of employer real property2021-09-30$0
Total contributions received or receivable from employer(s)2021-09-30$75,731
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$25
2020 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$731,071
Expenses. Total of all expenses incurred2020-09-30$23,035
Benefits paid (including direct rollovers)2020-09-30$23,035
Total plan assets at end of year2020-09-30$4,624,865
Total plan assets at beginning of year2020-09-30$3,916,829
Value of fidelity bond covering the plan2020-09-30$500,000
Assets. Value of tangible personal property2020-09-30$0
Total contributions received or receivable from participants2020-09-30$170,976
Assets. Value of loans (other than to participants)2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$474,428
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$708,036
Net plan assets at end of year (total assets less liabilities)2020-09-30$4,624,865
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$3,916,829
Assets. Value of participant loans2020-09-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-09-30$0
Assets. Value of assets in partnership/joint-venture interests2020-09-30$0
Assets. Value of real-estate (other than employer real property)2020-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-09-30$0
Assets. Value of employer securities2020-09-30$0
Assets. Value of employer real property2020-09-30$0
Total contributions received or receivable from employer(s)2020-09-30$85,667
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$0
2019 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$389,138
Expenses. Total of all expenses incurred2019-09-30$96,687
Benefits paid (including direct rollovers)2019-09-30$96,637
Total plan assets at end of year2019-09-30$3,916,829
Total plan assets at beginning of year2019-09-30$3,624,378
Value of fidelity bond covering the plan2019-09-30$300,000
Total contributions received or receivable from participants2019-09-30$171,934
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$132,654
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$292,451
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,916,829
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,624,378
Total contributions received or receivable from employer(s)2019-09-30$84,550
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$50
2018 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$490,946
Expenses. Total of all expenses incurred2018-09-30$12,401
Benefits paid (including direct rollovers)2018-09-30$12,376
Total plan assets at end of year2018-09-30$3,624,378
Total plan assets at beginning of year2018-09-30$3,145,833
Value of fidelity bond covering the plan2018-09-30$300,000
Total contributions received or receivable from participants2018-09-30$167,706
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$240,216
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$478,545
Net plan assets at end of year (total assets less liabilities)2018-09-30$3,624,378
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$3,145,833
Total contributions received or receivable from employer(s)2018-09-30$83,024
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$25
2017 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$610,694
Expenses. Total of all expenses incurred2017-09-30$244,301
Benefits paid (including direct rollovers)2017-09-30$244,201
Total plan assets at end of year2017-09-30$3,145,833
Total plan assets at beginning of year2017-09-30$2,779,440
Value of fidelity bond covering the plan2017-09-30$300,000
Total contributions received or receivable from participants2017-09-30$172,655
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$-211
Other income received2017-09-30$356,098
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$366,393
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,145,833
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,779,440
Total contributions received or receivable from employer(s)2017-09-30$82,152
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$100
2016 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$441,354
Expenses. Total of all expenses incurred2016-09-30$25,141
Benefits paid (including direct rollovers)2016-09-30$24,983
Total plan assets at end of year2016-09-30$2,779,440
Total plan assets at beginning of year2016-09-30$2,363,227
Value of fidelity bond covering the plan2016-09-30$300,000
Total contributions received or receivable from participants2016-09-30$140,944
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$232,484
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$416,213
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,779,440
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,363,227
Total contributions received or receivable from employer(s)2016-09-30$67,926
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$158
2015 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$127,684
Expenses. Total of all expenses incurred2015-09-30$38,955
Benefits paid (including direct rollovers)2015-09-30$38,890
Total plan assets at end of year2015-09-30$2,363,227
Total plan assets at beginning of year2015-09-30$2,274,498
Value of fidelity bond covering the plan2015-09-30$300,000
Total contributions received or receivable from participants2015-09-30$125,427
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-60,540
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$88,729
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,363,227
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,274,498
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-09-30$0
Total contributions received or receivable from employer(s)2015-09-30$62,797
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$65
2014 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total income from all sources2014-09-30$388,213
Expenses. Total of all expenses incurred2014-09-30$17,605
Benefits paid (including direct rollovers)2014-09-30$17,480
Total plan assets at end of year2014-09-30$2,274,498
Total plan assets at beginning of year2014-09-30$1,903,890
Value of fidelity bond covering the plan2014-09-30$200,000
Total contributions received or receivable from participants2014-09-30$133,710
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$16
Other income received2014-09-30$184,112
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$370,608
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,274,498
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,903,890
Total contributions received or receivable from employer(s)2014-09-30$70,375
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$125
2013 : WHITE OAK PHARMACY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$240,990
Expenses. Total of all expenses incurred2013-09-30$96,580
Benefits paid (including direct rollovers)2013-09-30$96,509
Total plan assets at end of year2013-09-30$1,903,890
Total plan assets at beginning of year2013-09-30$1,759,480
Value of fidelity bond covering the plan2013-09-30$200,000
Total contributions received or receivable from participants2013-09-30$133,283
Other income received2013-09-30$29,397
Net income (gross income less expenses)2013-09-30$144,410
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,903,890
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,759,480
Total contributions received or receivable from employer(s)2013-09-30$78,310
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$71
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0

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