WHITE OAK WILLS & TRUSTS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE OAK WILLS & TRUSTS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WHITE OAK WILLS & TRUSTS 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 662 |
| Net assets as of the end of the plan year | 2025-07-18 | 155526 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 105743 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 12975 |
| Value of participant loans at end of plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 9649 |
| Other income to plan in this plan year | 2025-07-18 | 16996 |
| Plan net income in this plan year | 2025-07-18 | 49783 |
| Net assets as of the end of the plan year | 2025-07-18 | 155526 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 105743 |
| Value of contributions failed to transmitted timely | 2025-07-18 | 0 |
| Employer contributions to plan in this plan year | 2025-07-18 | 10825 |
| Fees paid to broker by Benefit Provider | 2025-07-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 662 |
| 2024 : WHITE OAK WILLS & TRUSTS 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 6586 |
| Net assets as of the end of the plan year | 2024-10-09 | 105743 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 76180 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 10000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 13191 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 15184 |
| Plan net income in this plan year | 2024-10-09 | 29563 |
| Net assets as of the end of the plan year | 2024-10-09 | 105743 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 76180 |
| Value of contributions failed to transmitted timely | 2024-10-09 | 2233 |
| Employer contributions to plan in this plan year | 2024-10-09 | 7774 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 687 |
| 2022 : WHITE OAK WILLS & TRUSTS 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 56080 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 520 |
| Net assets as of the end of the plan year | 2022-10-03 | 78190 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 0 |
| Participant contributions to plan in this plan year | 2022-10-03 | 8559 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 0 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 9121 |
| Plan net income in this plan year | 2022-10-03 | 22110 |
| Net assets as of the end of the plan year | 2022-10-03 | 78190 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 0 |
| Employer contributions to plan in this plan year | 2022-10-03 | 4950 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 520 |
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