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Plan Name | WHITE OAK BARN INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-02-01 | ||||
001 | 2021-02-01 | ||||
001 | 2020-02-01 | ||||
001 | 2019-02-01 | ||||
001 | 2018-06-09 |
Measure | Date | Value |
---|---|---|
2022: WHITE OAK BARN INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 0 |
Total of all active and inactive participants | 2022-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-02-01 | 0 |
Total participants | 2022-02-01 | 3 |
Number of participants with account balances | 2022-02-01 | 1 |
2021: WHITE OAK BARN INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 0 |
Total of all active and inactive participants | 2021-02-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-02-01 | 0 |
Total participants | 2021-02-01 | 4 |
Number of participants with account balances | 2021-02-01 | 1 |
2020: WHITE OAK BARN INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
Total of all active and inactive participants | 2020-02-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-01 | 0 |
Total participants | 2020-02-01 | 4 |
Number of participants with account balances | 2020-02-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-01 | 0 |
2019: WHITE OAK BARN INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-02-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
Total of all active and inactive participants | 2019-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 0 |
Total participants | 2019-02-01 | 3 |
Number of participants with account balances | 2019-02-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
2018: WHITE OAK BARN INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-09 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-09 | 2 |
Number of retired or separated participants receiving benefits | 2018-06-09 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-09 | 0 |
Total of all active and inactive participants | 2018-06-09 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-09 | 0 |
Total participants | 2018-06-09 | 2 |
Number of participants with account balances | 2018-06-09 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-09 | 0 |
Measure | Date | Value |
---|---|---|
2023 : WHITE OAK BARN INC. RETIREMENT PLAN 2023 401k financial data | ||
Total income from all sources | 2023-01-31 | $-16,723 |
Expenses. Total of all expenses incurred | 2023-01-31 | $0 |
Total plan assets at end of year | 2023-01-31 | $381,106 |
Total plan assets at beginning of year | 2023-01-31 | $397,829 |
Value of fidelity bond covering the plan | 2023-01-31 | $50,000 |
Other income received | 2023-01-31 | $-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 securities | 2023-01-31 | $381,106 |
2022 : WHITE OAK BARN INC. RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources | 2022-01-31 | $96,384 |
Expenses. Total of all expenses incurred | 2022-01-31 | $229 |
Benefits paid (including direct rollovers) | 2022-01-31 | $229 |
Total plan assets at end of year | 2022-01-31 | $397,829 |
Total plan assets at beginning of year | 2022-01-31 | $301,674 |
Value of fidelity bond covering the plan | 2022-01-31 | $50,000 |
Other income received | 2022-01-31 | $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 securities | 2022-01-31 | $397,829 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $229 |
2021 : WHITE OAK BARN INC. RETIREMENT PLAN 2021 401k financial data | ||
Total income from all sources | 2021-01-31 | $-97,763 |
Expenses. Total of all expenses incurred | 2021-01-31 | $0 |
Total plan assets at end of year | 2021-01-31 | $301,674 |
Total plan assets at beginning of year | 2021-01-31 | $399,437 |
Value of fidelity bond covering the plan | 2021-01-31 | $50,000 |
Other income received | 2021-01-31 | $-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 securities | 2021-01-31 | $301,445 |
2020 : WHITE OAK BARN INC. RETIREMENT PLAN 2020 401k financial data | ||
Total income from all sources | 2020-01-31 | $-83,197 |
Expenses. Total of all expenses incurred | 2020-01-31 | $0 |
Total plan assets at end of year | 2020-01-31 | $399,437 |
Total plan assets at beginning of year | 2020-01-31 | $482,634 |
Value of fidelity bond covering the plan | 2020-01-31 | $50,000 |
Other income received | 2020-01-31 | $-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 securities | 2020-01-31 | $399,208 |
2019 : WHITE OAK BARN INC. RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-01-31 | $482,634 |
Expenses. Total of all expenses incurred | 2019-01-31 | $0 |
Total plan assets at end of year | 2019-01-31 | $482,634 |
Contributions received from other sources (not participants or employers) | 2019-01-31 | $485,000 |
Other income received | 2019-01-31 | $-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 securities | 2019-01-31 | $482,409 |
2022: WHITE OAK BARN INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-02-01 | Type of plan entity | Single employer plan |
2022-02-01 | Submission has been amended | No |
2022-02-01 | This submission is the final filing | No |
2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-02-01 | Plan is a collectively bargained plan | No |
2022-02-01 | Plan funding arrangement – Trust | Yes |
2022-02-01 | Plan benefit arrangement - Trust | Yes |
2021: WHITE OAK BARN INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-02-01 | Type of plan entity | Single employer plan |
2021-02-01 | Submission has been amended | No |
2021-02-01 | This submission is the final filing | No |
2021-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-02-01 | Plan is a collectively bargained plan | No |
2021-02-01 | Plan funding arrangement – Trust | Yes |
2021-02-01 | Plan benefit arrangement - Trust | Yes |
2020: WHITE OAK BARN INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-02-01 | Type of plan entity | Single employer plan |
2020-02-01 | Submission has been amended | No |
2020-02-01 | This submission is the final filing | No |
2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-02-01 | Plan is a collectively bargained plan | No |
2020-02-01 | Plan funding arrangement – Trust | Yes |
2020-02-01 | Plan benefit arrangement - Trust | Yes |
2019: WHITE OAK BARN INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-02-01 | Type of plan entity | Single employer plan |
2019-02-01 | Submission has been amended | No |
2019-02-01 | This submission is the final filing | No |
2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-02-01 | Plan is a collectively bargained plan | No |
2019-02-01 | Plan funding arrangement – Trust | Yes |
2019-02-01 | Plan benefit arrangement - Trust | Yes |
2018: WHITE OAK BARN INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-06-09 | Type of plan entity | Single employer plan |
2018-06-09 | First time form 5500 has been submitted | Yes |
2018-06-09 | Submission has been amended | No |
2018-06-09 | This submission is the final filing | No |
2018-06-09 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-06-09 | Plan is a collectively bargained plan | No |
2018-06-09 | Plan funding arrangement – Trust | Yes |
2018-06-09 | Plan benefit arrangement - Trust | Yes |