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WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 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='611407786' AND PlanID='001'

401k Sponsoring company profile

WHITE OAK OPERATING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK OPERATING COMPANY
Employer identification number (EIN):611407786
NAIC Classification:324190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012022-01-01ERISA FIDUCIARY SERVICES
0012021-01-01
0012021-01-01NOLAN ISLER
0012020-01-01
0012019-01-01
0012018-01-01SCOTT R SAMPSELL
0012018-01-01
0012017-01-01SCOTT SAMPSELL2018-06-11
0012016-01-01SCOTT R SAMPSELL
0012015-01-01SCOTT R SAMPSELL
0012014-01-01SCOTT R SAMPSELL
0012013-01-01SCOTT R SAMPSELL
0012012-01-01WHITE OAK OPERATING COMPANY
0012012-01-01WHITE OAK OPERATING COMPANY
0012011-01-01WHITE OAK OPERATING COMPANY
0012010-01-01WHITE OAK OPERATING COMPANY
0012009-01-01WHITE OAK OPERATING COMPANY

Financial Data on WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-197657835
Net assets as of the end of the plan year2024-05-1944829
Total assets as of the beginning of the plan year2024-05-196790661
Participant contributions to plan in this plan year2024-05-1977556
Other expenses paid from plan in this plan year2024-05-1923631
Other income to plan in this plan year2024-05-19791920
Plan net income in this plan year2024-05-19-6745832
Net assets as of the end of the plan year2024-05-1944829
Net assets as of the beginning of the plan year2024-05-196790661
Employer contributions to plan in this plan year2024-05-1942527
2022 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,001,141
Expenses. Total of all expenses incurred2022-12-31$241,885
Benefits paid (including direct rollovers)2022-12-31$215,729
Total plan assets at end of year2022-12-31$6,790,661
Total plan assets at beginning of year2022-12-31$8,033,687
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$219,456
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,343,281
Net income (gross income less expenses)2022-12-31$-1,243,026
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,790,661
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,033,687
Assets. Value of participant loans2022-12-31$89,996
Total contributions received or receivable from employer(s)2022-12-31$122,684
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$26,156
2021 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,625,421
Expenses. Total of all expenses incurred2021-12-31$1,931,263
Benefits paid (including direct rollovers)2021-12-31$1,900,517
Total plan assets at end of year2021-12-31$8,033,687
Total plan assets at beginning of year2021-12-31$8,339,529
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$254,419
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,236,116
Net income (gross income less expenses)2021-12-31$-305,842
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,033,687
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,339,529
Assets. Value of participant loans2021-12-31$74,535
Total contributions received or receivable from employer(s)2021-12-31$134,886
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,675,012
Expenses. Total of all expenses incurred2020-12-31$1,678,463
Benefits paid (including direct rollovers)2020-12-31$1,648,694
Total plan assets at end of year2020-12-31$8,339,529
Total plan assets at beginning of year2020-12-31$8,342,980
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$265,282
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,270,060
Net income (gross income less expenses)2020-12-31$-3,451
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,339,529
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,342,980
Assets. Value of participant loans2020-12-31$59,103
Total contributions received or receivable from employer(s)2020-12-31$139,670
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$29,769
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,091,145
Expenses. Total of all expenses incurred2019-12-31$344,178
Benefits paid (including direct rollovers)2019-12-31$316,126
Total plan assets at end of year2019-12-31$8,342,980
Total plan assets at beginning of year2019-12-31$6,596,013
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$382,782
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,515,026
Net income (gross income less expenses)2019-12-31$1,746,967
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,342,980
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,596,013
Assets. Value of participant loans2019-12-31$78,014
Total contributions received or receivable from employer(s)2019-12-31$193,337
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$28,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$495,741
Expenses. Total of all expenses incurred2018-12-31$663,014
Benefits paid (including direct rollovers)2018-12-31$638,394
Total plan assets at end of year2018-12-31$6,596,013
Total plan assets at beginning of year2018-12-31$6,763,286
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$484,127
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-243,590
Net income (gross income less expenses)2018-12-31$-167,273
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,596,013
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,763,286
Assets. Value of participant loans2018-12-31$36,845
Total contributions received or receivable from employer(s)2018-12-31$255,204
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$24,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2016 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,185,883
Expenses. Total of all expenses incurred2016-12-31$348,832
Benefits paid (including direct rollovers)2016-12-31$344,224
Total plan assets at end of year2016-12-31$5,482,077
Total plan assets at beginning of year2016-12-31$4,645,026
Value of fidelity bond covering the plan2016-12-31$464,503
Total contributions received or receivable from participants2016-12-31$439,127
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$160,088
Other income received2016-12-31$362,013
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$837,051
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,482,077
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,645,026
Assets. Value of participant loans2016-12-31$74,286
Total contributions received or receivable from employer(s)2016-12-31$224,655
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,608
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$307,874
Expenses. Total of all expenses incurred2015-12-31$137,634
Benefits paid (including direct rollovers)2015-12-31$137,569
Total plan assets at end of year2015-12-31$4,645,026
Total plan assets at beginning of year2015-12-31$4,474,786
Value of fidelity bond covering the plan2015-12-31$447,479
Total contributions received or receivable from participants2015-12-31$280,321
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-107,446
Net income (gross income less expenses)2015-12-31$170,240
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,645,026
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,474,786
Assets. Value of participant loans2015-12-31$43,057
Total contributions received or receivable from employer(s)2015-12-31$134,999
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$458,491
Expenses. Total of all expenses incurred2014-12-31$88,642
Benefits paid (including direct rollovers)2014-12-31$88,435
Total plan assets at end of year2014-12-31$4,474,786
Total plan assets at beginning of year2014-12-31$4,104,937
Value of fidelity bond covering the plan2014-12-31$410,494
Total contributions received or receivable from participants2014-12-31$225,494
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$135,904
Net income (gross income less expenses)2014-12-31$369,849
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,474,786
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,104,937
Assets. Value of participant loans2014-12-31$58,061
Total contributions received or receivable from employer(s)2014-12-31$97,093
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$941,963
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$4,104,937
Total plan assets at beginning of year2013-12-31$3,162,974
Value of fidelity bond covering the plan2013-12-31$316,297
Total contributions received or receivable from participants2013-12-31$244,076
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$599,867
Net income (gross income less expenses)2013-12-31$941,963
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,104,937
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,162,974
Assets. Value of participant loans2013-12-31$81,229
Total contributions received or receivable from employer(s)2013-12-31$98,020
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$526,593
Expenses. Total of all expenses incurred2012-12-31$34,108
Benefits paid (including direct rollovers)2012-12-31$34,043
Total plan assets at end of year2012-12-31$3,162,974
Total plan assets at beginning of year2012-12-31$2,670,489
Value of fidelity bond covering the plan2012-12-31$267,049
Total contributions received or receivable from participants2012-12-31$203,030
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$238,785
Net income (gross income less expenses)2012-12-31$492,485
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,162,974
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,670,489
Assets. Value of participant loans2012-12-31$41,011
Total contributions received or receivable from employer(s)2012-12-31$84,778
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$193,086
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,670,489
Total plan assets at beginning of year2011-12-31$2,477,403
Value of fidelity bond covering the plan2011-12-31$247,740
Total contributions received or receivable from participants2011-12-31$179,200
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-61,489
Net income (gross income less expenses)2011-12-31$193,086
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,670,489
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,477,403
Total contributions received or receivable from employer(s)2011-12-31$75,375
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$784,834
Expenses. Total of all expenses incurred2010-12-31$288
Benefits paid (including direct rollovers)2010-12-31$248
Total plan assets at end of year2010-12-31$2,477,403
Total plan assets at beginning of year2010-12-31$1,692,857
Value of fidelity bond covering the plan2010-12-31$169,286
Total contributions received or receivable from participants2010-12-31$263,396
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$107,654
Other income received2010-12-31$258,487
Net income (gross income less expenses)2010-12-31$784,546
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,477,403
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,692,857
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$155,297
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

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