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WHITE MANAGEMENT CORP. 401K PLAN 401k Plan overview

Plan NameWHITE MANAGEMENT CORP. 401K PLAN
Plan identification number 001

WHITE MANAGEMENT CORP. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITE MANAGEMENT CORP has sponsored the creation of one or more 401k plans.

Company Name:WHITE MANAGEMENT CORP
Employer identification number (EIN):161003072
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about WHITE MANAGEMENT CORP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2140636

More information about WHITE MANAGEMENT CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE MANAGEMENT CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARCUS BOWIE
0012023-01-01
0012023-01-01JOHN PEEK
0012022-01-01JOHN PEEK2023-10-16
0012021-01-01JOHN PEEK2022-10-17
0012020-01-01WILLIAM KILLORY2021-10-07
0012019-01-01WILLIAM KILLORY2020-10-06
0012018-01-01WILLIAM KILLORY2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT EVANS
0012011-01-01ROBERT EVANS
0012009-01-01ROBERT EVANS

Financial Data on WHITE MANAGEMENT CORP. 401K PLAN

Measure Date Value
2023 : WHITE MANAGEMENT CORP. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,603,779
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$275,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$273,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$568,160
Value of total assets at end of year2023-12-31$5,750,256
Value of total assets at beginning of year2023-12-31$4,421,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,425
Total interest from all sources2023-12-31$25,136
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$302,186
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$21,467
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$75,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,328,614
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,750,256
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,421,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$4,546,757
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,424,783
Interest earned on other investments2023-12-31$25,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,200,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$937,887
Net investment gain/loss from pooled separate accounts2023-12-31$1,010,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$190,970
Employer contributions (assets) at end of year2023-12-31$3,177
Employer contributions (assets) at beginning of year2023-12-31$37,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$273,740
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2023-12-31132550103
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,603,779
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$275,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$273,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$568,160
Value of total assets at end of year2023-01-01$5,750,256
Value of total assets at beginning of year2023-01-01$4,421,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,425
Total interest from all sources2023-01-01$25,136
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$302,186
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$21,467
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$75,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Administrative expenses (other) incurred2023-01-01$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$1,328,614
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,750,256
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,421,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$4,546,757
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,424,783
Interest earned on other investments2023-01-01$25,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,200,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$937,887
Net investment gain/loss from pooled separate accounts2023-01-01$1,010,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$190,970
Employer contributions (assets) at end of year2023-01-01$3,177
Employer contributions (assets) at beginning of year2023-01-01$37,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$273,740
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01D'ARCANGELO & CO., LLP
Accountancy firm EIN2023-01-01132550103
2022 : WHITE MANAGEMENT CORP. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-676,673
Total of all expenses incurred2022-12-31$231,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$231,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$412,441
Value of total assets at end of year2022-12-31$4,421,642
Value of total assets at beginning of year2022-12-31$5,330,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$850
Total interest from all sources2022-12-31$27,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$246,845
Participant contributions at end of year2022-12-31$21,467
Administrative expenses (other) incurred2022-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-908,596
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,421,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,330,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,424,783
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,238,364
Interest earned on other investments2022-12-31$27,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$937,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,054,457
Net investment gain/loss from pooled separate accounts2022-12-31$-1,116,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$165,596
Employer contributions (assets) at end of year2022-12-31$37,505
Employer contributions (assets) at beginning of year2022-12-31$37,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$231,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2022-12-31132550103
Total income from all sources (including contributions)2022-01-01$-676,673
Total of all expenses incurred2022-01-01$231,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$231,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$412,441
Value of total assets at end of year2022-01-01$4,421,642
Value of total assets at beginning of year2022-01-01$5,330,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$850
Total interest from all sources2022-01-01$27,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$246,845
Participant contributions at end of year2022-01-01$21,467
Administrative expenses (other) incurred2022-01-01$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-908,596
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,421,642
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,330,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$3,424,783
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,238,364
Interest earned on other investments2022-01-01$27,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$937,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,054,457
Net investment gain/loss from pooled separate accounts2022-01-01$-1,116,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$165,596
Employer contributions (assets) at end of year2022-01-01$37,505
Employer contributions (assets) at beginning of year2022-01-01$37,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$231,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01D'ARCANGELO & CO., LLP
Accountancy firm EIN2022-01-01132550103
2021 : WHITE MANAGEMENT CORP. 401K PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,754
Total income from all sources (including contributions)2021-12-31$824,973
Total of all expenses incurred2021-12-31$66,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,881
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$355,917
Value of total assets at end of year2021-12-31$5,330,238
Value of total assets at beginning of year2021-12-31$4,588,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$200
Total interest from all sources2021-12-31$26,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$221,409
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,754
Administrative expenses (other) incurred2021-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$758,892
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,330,238
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,571,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,238,364
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,430,566
Interest earned on other investments2021-12-31$26,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,054,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,130,883
Net investment gain/loss from pooled separate accounts2021-12-31$442,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$134,508
Employer contributions (assets) at end of year2021-12-31$37,417
Employer contributions (assets) at beginning of year2021-12-31$22,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$65,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2021-12-31132550103
2020 : WHITE MANAGEMENT CORP. 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,754
Total income from all sources (including contributions)2020-12-31$1,064,115
Total of all expenses incurred2020-12-31$200,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$183,861
Expenses. Certain deemed distributions of participant loans2020-12-31$16,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$431,873
Value of total assets at end of year2020-12-31$4,588,100
Value of total assets at beginning of year2020-12-31$3,708,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$300
Total interest from all sources2020-12-31$24,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$361,206
Participant contributions at end of year2020-12-31$4,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,754
Administrative expenses (other) incurred2020-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$863,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,571,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,708,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,430,566
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,780,291
Interest earned on other investments2020-12-31$24,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,130,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$927,855
Net investment gain/loss from pooled separate accounts2020-12-31$607,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$70,667
Employer contributions (assets) at end of year2020-12-31$22,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$183,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2020-12-31132550103
2019 : WHITE MANAGEMENT CORP. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$974,457
Total of all expenses incurred2019-12-31$1,078,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,077,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$240,940
Value of total assets at end of year2019-12-31$3,708,146
Value of total assets at beginning of year2019-12-31$3,812,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$650
Total interest from all sources2019-12-31$24,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$175,084
Administrative expenses (other) incurred2019-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-104,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,708,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,812,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,780,291
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,878,335
Interest earned on other investments2019-12-31$24,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$927,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$933,905
Net investment gain/loss from pooled separate accounts2019-12-31$709,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$65,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,077,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2019-12-31132550103
2018 : WHITE MANAGEMENT CORP. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$103,258
Total of all expenses incurred2018-12-31$333,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$332,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$258,861
Value of total assets at end of year2018-12-31$3,812,240
Value of total assets at beginning of year2018-12-31$4,042,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$500
Total interest from all sources2018-12-31$26,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$188,645
Administrative expenses (other) incurred2018-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-230,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,812,240
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,042,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,878,335
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,154,821
Interest earned on other investments2018-12-31$26,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$933,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$887,460
Net investment gain/loss from pooled separate accounts2018-12-31$-181,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$70,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$332,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2018-12-31132550103
2017 : WHITE MANAGEMENT CORP. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$805,714
Total of all expenses incurred2017-12-31$386,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$385,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$252,990
Value of total assets at end of year2017-12-31$4,042,281
Value of total assets at beginning of year2017-12-31$3,622,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$700
Total interest from all sources2017-12-31$25,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$187,152
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,152
Administrative expenses (other) incurred2017-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$419,325
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,042,281
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,622,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,154,821
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,711,814
Interest earned on other investments2017-12-31$25,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$887,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$891,176
Net investment gain/loss from pooled separate accounts2017-12-31$527,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$65,838
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$16,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$385,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2017-12-31132550103
2016 : WHITE MANAGEMENT CORP. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$467,134
Total of all expenses incurred2016-12-31$325,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$324,382
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$243,388
Value of total assets at end of year2016-12-31$3,622,956
Value of total assets at beginning of year2016-12-31$3,481,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$900
Total interest from all sources2016-12-31$24,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$180,475
Participant contributions at end of year2016-12-31$3,152
Administrative expenses (other) incurred2016-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$141,852
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,622,956
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,481,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,711,814
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,603,958
Interest earned on other investments2016-12-31$24,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$891,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$877,023
Net investment gain/loss from pooled separate accounts2016-12-31$199,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,913
Employer contributions (assets) at end of year2016-12-31$16,814
Employer contributions (assets) at beginning of year2016-12-31$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$324,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2016-12-31132550103
2015 : WHITE MANAGEMENT CORP. 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$292,233
Total of all expenses incurred2015-12-31$239,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$234,168
Value of total corrective distributions2015-12-31$3,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$230,974
Value of total assets at end of year2015-12-31$3,481,104
Value of total assets at beginning of year2015-12-31$3,427,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,000
Total interest from all sources2015-12-31$23,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$172,862
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,509
Administrative expenses (other) incurred2015-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$53,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,481,104
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,427,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,603,958
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,599,439
Interest earned on other investments2015-12-31$23,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$877,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$810,238
Net investment gain/loss from pooled separate accounts2015-12-31$37,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$58,112
Employer contributions (assets) at end of year2015-12-31$123
Employer contributions (assets) at beginning of year2015-12-31$15,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$234,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2015-12-31132550103
2014 : WHITE MANAGEMENT CORP. 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$450,248
Total of all expenses incurred2014-12-31$162,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$159,266
Value of total corrective distributions2014-12-31$2,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$234,443
Value of total assets at end of year2014-12-31$3,427,944
Value of total assets at beginning of year2014-12-31$3,140,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,200
Total interest from all sources2014-12-31$21,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$178,289
Participant contributions at end of year2014-12-31$2,509
Participant contributions at beginning of year2014-12-31$25,455
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$287,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,427,944
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,140,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,599,439
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,376,052
Interest earned on other investments2014-12-31$21,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$810,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$721,391
Net investment gain/loss from pooled separate accounts2014-12-31$194,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$56,154
Employer contributions (assets) at end of year2014-12-31$15,758
Employer contributions (assets) at beginning of year2014-12-31$17,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$159,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2014-12-31132550103
2013 : WHITE MANAGEMENT CORP. 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$741,701
Total of all expenses incurred2013-12-31$158,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$154,507
Value of total corrective distributions2013-12-31$3,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$273,304
Value of total assets at end of year2013-12-31$3,140,240
Value of total assets at beginning of year2013-12-31$2,557,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$650
Total interest from all sources2013-12-31$12,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$178,125
Participant contributions at end of year2013-12-31$25,455
Participant contributions at beginning of year2013-12-31$2,903
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,800
Administrative expenses (other) incurred2013-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$583,006
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,140,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,557,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,376,052
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,014,116
Interest earned on other investments2013-12-31$12,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$721,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$523,560
Net investment gain/loss from pooled separate accounts2013-12-31$455,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,379
Employer contributions (assets) at end of year2013-12-31$17,342
Employer contributions (assets) at beginning of year2013-12-31$16,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$154,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550103
2012 : WHITE MANAGEMENT CORP. 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$493,142
Total of all expenses incurred2012-12-31$59,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$230,515
Value of total assets at end of year2012-12-31$2,557,234
Value of total assets at beginning of year2012-12-31$2,123,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$350
Total interest from all sources2012-12-31$12,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$171,042
Participant contributions at end of year2012-12-31$16,655
Participant contributions at beginning of year2012-12-31$19,200
Administrative expenses (other) incurred2012-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$433,590
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,557,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,123,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,014,116
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,893,802
Interest earned on other investments2012-12-31$12,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$523,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$207,913
Net investment gain/loss from pooled separate accounts2012-12-31$250,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$59,473
Employer contributions (assets) at end of year2012-12-31$2,903
Employer contributions (assets) at beginning of year2012-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$59,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550103
2011 : WHITE MANAGEMENT CORP. 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$201,087
Total of all expenses incurred2011-12-31$156,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$156,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$230,122
Value of total assets at end of year2011-12-31$2,123,644
Value of total assets at beginning of year2011-12-31$2,078,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$200
Total interest from all sources2011-12-31$5,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$170,117
Participant contributions at end of year2011-12-31$19,200
Participant contributions at beginning of year2011-12-31$11,637
Administrative expenses (other) incurred2011-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$44,680
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,123,644
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,078,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,893,802
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,817,475
Interest earned on other investments2011-12-31$5,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$207,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$245,812
Net investment gain/loss from pooled separate accounts2011-12-31$-34,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,005
Employer contributions (assets) at end of year2011-12-31$2,729
Employer contributions (assets) at beginning of year2011-12-31$4,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$156,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2011-12-31132550103
2010 : WHITE MANAGEMENT CORP. 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$330,790
Total of all expenses incurred2010-12-31$234,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$233,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$179,303
Value of total assets at end of year2010-12-31$2,078,964
Value of total assets at beginning of year2010-12-31$1,982,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$400
Total interest from all sources2010-12-31$7,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$132,638
Participant contributions at end of year2010-12-31$11,637
Participant contributions at beginning of year2010-12-31$16,332
Administrative expenses (other) incurred2010-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$96,400
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,078,964
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,982,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,817,475
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,717,685
Interest earned on other investments2010-12-31$7,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$245,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$242,384
Net investment gain/loss from pooled separate accounts2010-12-31$143,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$46,665
Employer contributions (assets) at end of year2010-12-31$4,040
Employer contributions (assets) at beginning of year2010-12-31$6,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550103

Form 5500 Responses for WHITE MANAGEMENT CORP. 401K PLAN

2023: WHITE MANAGEMENT CORP. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WHITE MANAGEMENT CORP. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHITE MANAGEMENT CORP. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHITE MANAGEMENT CORP. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHITE MANAGEMENT CORP. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHITE MANAGEMENT CORP. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHITE MANAGEMENT CORP. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHITE MANAGEMENT CORP. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHITE MANAGEMENT CORP. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHITE MANAGEMENT CORP. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHITE MANAGEMENT CORP. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHITE MANAGEMENT CORP. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHITE MANAGEMENT CORP. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WHITE MANAGEMENT CORP. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81N946
Policy instance 2
Insurance contract or identification number81N946
Number of Individuals Covered182
Insurance policy start date2023-06-30
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP PENSION FUNDING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
Insurance contract or identification number878592
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $7,161
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878592
Policy instance 1

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