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LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN 401k Plan overview

Plan NameLAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN
Plan identification number 001

LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

LAW OFFICES OF ROBERT E. WHITE has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROBERT E. WHITE
Employer identification number (EIN):943143952
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01ROBERT E. WHITE2016-10-18
0012014-01-01ROBERT E. WHITE2015-10-13
0012013-01-01
0012012-01-01ROBERT E. WHITE2013-10-09
0012011-01-01ROBERT E. WHITE2012-10-12

Financial Data on LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN

Measure Date Value
2025 : LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-17169606
Net assets as of the end of the plan year2025-10-174295997
Total assets as of the beginning of the plan year2025-10-174197706
Participant contributions to plan in this plan year2025-10-170
Other contributions to plan in this plan year2025-10-170
Other income to plan in this plan year2025-10-17267897
Plan net income in this plan year2025-10-1798291
Net assets as of the end of the plan year2025-10-174295997
Net assets as of the beginning of the plan year2025-10-174197706
Employer contributions to plan in this plan year2025-10-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-170
2024 : LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-100
Net assets as of the end of the plan year2024-10-104197706
Total assets as of the beginning of the plan year2024-10-103982683
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10215023
Plan net income in this plan year2024-10-10215023
Net assets as of the end of the plan year2024-10-104197706
Net assets as of the beginning of the plan year2024-10-103982683
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100
2022 : LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-210
Net assets as of the end of the plan year2022-06-214381111
Total assets as of the beginning of the plan year2022-06-213989623
Value of plan covered by a fidelity bond2022-06-21500000
Participant contributions to plan in this plan year2022-06-2126000
Other contributions to plan in this plan year2022-06-210
Other income to plan in this plan year2022-06-21324590
Plan net income in this plan year2022-06-21391488
Net assets as of the end of the plan year2022-06-214381111
Net assets as of the beginning of the plan year2022-06-213989623
Employer contributions to plan in this plan year2022-06-2140898
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-210

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