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WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN 401k Plan overview

Plan NameWHITE OAK INVESTMENTS LLC CASH BALANCE PLAN
Plan identification number 001

WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit 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='611622379' AND PlanID='001'

401k Sponsoring company profile

WHITE OAK INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name:WHITE OAK INVESTMENTS LLC
Employer identification number (EIN):611622379
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about WHITE OAK INVESTMENTS LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2004-03-24
Company Identification Number: 20041109253
Legal Registered Office Address: 215 W Orman Ave

Pueblo
United States of America (USA)
81004

More information about WHITE OAK INVESTMENTS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ELIZABETH MELTON2024-11-04
0012023-01-01ELIZABETH MELTON2024-07-31
0012022-01-01ELIZABETH MELTON2023-10-02
0012021-01-01
0012020-01-01ELIZABETH MELTON2021-10-12 CHRISTOPHER MELTON2021-10-12
0012020-01-01ELIZABETH MELTON2021-10-12 CHRISTOPHER MELTON2021-10-12
0012020-01-01ELIZABETH MELTON2021-10-12 CHRISTOPHER MELTON2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ELIZABETH MELTON2015-10-09

Financial Data on WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN

Measure Date Value
2024 : WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-041317630
Net assets as of the end of the plan year2024-11-040
Total assets as of the beginning of the plan year2024-11-041306606
Value of plan covered by a fidelity bond2024-11-04500000
Other income to plan in this plan year2024-11-0411024
Plan net income in this plan year2024-11-04-1306606
Net assets as of the end of the plan year2024-11-040
Net assets as of the beginning of the plan year2024-11-041306606
Total transfers to/from plan in this plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-314582
Net assets as of the end of the plan year2024-07-311306606
Total assets as of the beginning of the plan year2024-07-311017455
Value of plan covered by a fidelity bond2024-07-31500000
Other expenses paid from plan in this plan year2024-07-314582
Other income to plan in this plan year2024-07-31114078
Plan net income in this plan year2024-07-31289151
Net assets as of the end of the plan year2024-07-311306606
Net assets as of the beginning of the plan year2024-07-311017455
Employer contributions to plan in this plan year2024-07-31179655

Potentially related plans

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