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WHITE OAK BARN INC. RETIREMENT PLAN 401k Plan overview

Plan NameWHITE OAK BARN INC. RETIREMENT PLAN
Plan identification number 001

WHITE OAK BARN INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:WHITE OAK BARN INC.
Employer identification number (EIN):830835114
NAIC Classification:448120
NAIC Description:Women's Clothing Stores

Additional information about WHITE OAK BARN INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-06-08
Company Identification Number: 0803038141
Legal Registered Office Address: 809 SWEET GRASS LN

LAKEWAY
United States of America (USA)
78738

More information about WHITE OAK BARN INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-06-09

Plan Statistics for WHITE OAK BARN INC. RETIREMENT PLAN

401k plan membership statisitcs for WHITE OAK BARN INC. RETIREMENT PLAN

Measure Date Value
2022: WHITE OAK BARN INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-014
Total number of active participants reported on line 7a of the Form 55002022-02-013
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-013
Number of participants with account balances2022-02-011
2021: WHITE OAK BARN INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-014
Total number of active participants reported on line 7a of the Form 55002021-02-014
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-014
Number of participants with account balances2021-02-011
2020: WHITE OAK BARN INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-014
Total number of active participants reported on line 7a of the Form 55002020-02-014
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-014
Number of participants with account balances2020-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: WHITE OAK BARN INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-012
Total number of active participants reported on line 7a of the Form 55002019-02-013
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-013
Number of participants with account balances2019-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: WHITE OAK BARN INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-092
Total number of active participants reported on line 7a of the Form 55002018-06-092
Number of retired or separated participants receiving benefits2018-06-090
Number of other retired or separated participants entitled to future benefits2018-06-090
Total of all active and inactive participants2018-06-092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-090
Total participants2018-06-092
Number of participants with account balances2018-06-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-090

Financial Data on WHITE OAK BARN INC. RETIREMENT PLAN

Measure Date Value
2023 : WHITE OAK BARN INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-01-31$-16,723
Expenses. Total of all expenses incurred2023-01-31$0
Total plan assets at end of year2023-01-31$381,106
Total plan assets at beginning of year2023-01-31$397,829
Value of fidelity bond covering the plan2023-01-31$50,000
Other income received2023-01-31$-16,723
Net income (gross income less expenses)2023-01-31$-16,723
Net plan assets at end of year (total assets less liabilities)2023-01-31$381,106
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$397,829
Assets. Value of employer securities2023-01-31$381,106
2022 : WHITE OAK BARN INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-01-31$96,384
Expenses. Total of all expenses incurred2022-01-31$229
Benefits paid (including direct rollovers)2022-01-31$229
Total plan assets at end of year2022-01-31$397,829
Total plan assets at beginning of year2022-01-31$301,674
Value of fidelity bond covering the plan2022-01-31$50,000
Other income received2022-01-31$96,384
Net income (gross income less expenses)2022-01-31$96,155
Net plan assets at end of year (total assets less liabilities)2022-01-31$397,829
Net plan assets at beginning of year (total assets less liabilities)2022-01-31$301,674
Assets. Value of employer securities2022-01-31$397,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$229
2021 : WHITE OAK BARN INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-01-31$-97,763
Expenses. Total of all expenses incurred2021-01-31$0
Total plan assets at end of year2021-01-31$301,674
Total plan assets at beginning of year2021-01-31$399,437
Value of fidelity bond covering the plan2021-01-31$50,000
Other income received2021-01-31$-97,763
Net income (gross income less expenses)2021-01-31$-97,763
Net plan assets at end of year (total assets less liabilities)2021-01-31$301,674
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$399,437
Assets. Value of employer securities2021-01-31$301,445
2020 : WHITE OAK BARN INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-01-31$-83,197
Expenses. Total of all expenses incurred2020-01-31$0
Total plan assets at end of year2020-01-31$399,437
Total plan assets at beginning of year2020-01-31$482,634
Value of fidelity bond covering the plan2020-01-31$50,000
Other income received2020-01-31$-83,197
Net income (gross income less expenses)2020-01-31$-83,197
Net plan assets at end of year (total assets less liabilities)2020-01-31$399,437
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$482,634
Assets. Value of employer securities2020-01-31$399,208
2019 : WHITE OAK BARN INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-01-31$482,634
Expenses. Total of all expenses incurred2019-01-31$0
Total plan assets at end of year2019-01-31$482,634
Contributions received from other sources (not participants or employers)2019-01-31$485,000
Other income received2019-01-31$-2,366
Net income (gross income less expenses)2019-01-31$482,634
Net plan assets at end of year (total assets less liabilities)2019-01-31$482,634
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$0
Assets. Value of employer securities2019-01-31$482,409

Form 5500 Responses for WHITE OAK BARN INC. RETIREMENT PLAN

2022: WHITE OAK BARN INC. RETIREMENT PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: WHITE OAK BARN INC. RETIREMENT PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: WHITE OAK BARN INC. RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: WHITE OAK BARN INC. RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: WHITE OAK BARN INC. RETIREMENT PLAN 2018 form 5500 responses
2018-06-09Type of plan entitySingle employer plan
2018-06-09First time form 5500 has been submittedYes
2018-06-09Submission has been amendedNo
2018-06-09This submission is the final filingNo
2018-06-09This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-09Plan is a collectively bargained planNo
2018-06-09Plan funding arrangement – TrustYes
2018-06-09Plan benefit arrangement - TrustYes

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