401k Plan data: THE CHARLOTTE WHITE CENTER 401K PLAN plan

THE CHARLOTTE WHITE CENTER 401K PLAN 401k Plan overview

Plan Name	THE CHARLOTTE WHITE CENTER 401K PLAN
Plan identification number	001

THE CHARLOTTE WHITE CENTER 401K PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE CHARLOTTE WHITE CENTER has sponsored the creation of one or more 401k plans.

Company Name: THE CHARLOTTE WHITE CENTER

Employer identification number (EIN): 222582271

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHARLOTTE WHITE CENTER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRIDGETT IRELAND
001 2017-01-01 BRIDGETT IRELAND
001 2016-01-01 BRIDGETT IRELAND
001 2016-01-01
001 2015-01-01
001 2014-01-01 BRIDGETT IRELAND
001 2013-01-01 BRIDGETT IRELAND
001 2012-01-01 BRIDGETT IREALND BRIDGETT IREALND 2013-10-14
001 2011-07-01 BRIDGETT IRELAND
001 2009-07-01 BRIDGETT IRELAND

Plan Statistics for THE CHARLOTTE WHITE CENTER 401K PLAN

401k plan membership statisitcs for THE CHARLOTTE WHITE CENTER 401K PLAN

Measure Date Value
2019: THE CHARLOTTE WHITE CENTER 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CHARLOTTE WHITE CENTER 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 214
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 61
Total of all active and inactive participants 2018-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 276
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE CHARLOTTE WHITE CENTER 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 241
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 301
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE CHARLOTTE WHITE CENTER 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 297
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 347
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: THE CHARLOTTE WHITE CENTER 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 335
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 379
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: THE CHARLOTTE WHITE CENTER 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 365
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 365
Number of participants with account balances 2014-01-01 128
2013: THE CHARLOTTE WHITE CENTER 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 37
Total of all active and inactive participants 2013-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 143
Number of participants with account balances 2013-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE CHARLOTTE WHITE CENTER 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 387
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 51
Total of all active and inactive participants 2012-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 438
Number of participants with account balances 2012-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE CHARLOTTE WHITE CENTER 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 426
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 148
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 49
Total of all active and inactive participants 2011-07-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 197
Number of participants with account balances 2011-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: THE CHARLOTTE WHITE CENTER 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 428
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 378
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 35
Total of all active and inactive participants 2009-07-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 413
Number of participants with account balances 2009-07-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 72

Measure	Date	Value
2019: THE CHARLOTTE WHITE CENTER 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CHARLOTTE WHITE CENTER 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	214
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	61
Total of all active and inactive participants	2018-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	276
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE CHARLOTTE WHITE CENTER 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	241
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	301
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE CHARLOTTE WHITE CENTER 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	297
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	347
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: THE CHARLOTTE WHITE CENTER 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	335
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	379
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: THE CHARLOTTE WHITE CENTER 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	365
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	365
Number of participants with account balances	2014-01-01	128
2013: THE CHARLOTTE WHITE CENTER 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	37
Total of all active and inactive participants	2013-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	143
Number of participants with account balances	2013-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE CHARLOTTE WHITE CENTER 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	387
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	51
Total of all active and inactive participants	2012-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	438
Number of participants with account balances	2012-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE CHARLOTTE WHITE CENTER 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	426
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	148
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	49
Total of all active and inactive participants	2011-07-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	197
Number of participants with account balances	2011-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: THE CHARLOTTE WHITE CENTER 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	428
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	378
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	35
Total of all active and inactive participants	2009-07-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	413
Number of participants with account balances	2009-07-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	72

Financial Data on THE CHARLOTTE WHITE CENTER 401K PLAN

Measure	Date	Value
2019 : THE CHARLOTTE WHITE CENTER 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-03-29	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-29	$0
Total income from all sources (including contributions)	2019-03-29	$137,901
Total loss/gain on sale of assets	2019-03-29	$0
Total of all expenses incurred	2019-03-29	$2,470,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-29	$2,466,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-29	$0
Value of total assets at end of year	2019-03-29	$0
Value of total assets at beginning of year	2019-03-29	$2,333,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-29	$4,505
Total interest from all sources	2019-03-29	$276
Total dividends received (eg from common stock, registered investment company shares)	2019-03-29	$476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-03-29	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-29	$476
Administrative expenses professional fees incurred	2019-03-29	$4,505
Was this plan covered by a fidelity bond	2019-03-29	Yes
Value of fidelity bond cover	2019-03-29	$250,000
If this is an individual account plan, was there a blackout period	2019-03-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-29	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-29	No
Contributions received from participants	2019-03-29	$0
Participant contributions at end of year	2019-03-29	$0
Participant contributions at beginning of year	2019-03-29	$88,528
Participant contributions at end of year	2019-03-29	$0
Participant contributions at beginning of year	2019-03-29	$3,502
Other income not declared elsewhere	2019-03-29	$137,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-29	No
Value of net income/loss	2019-03-29	$-2,333,004
Value of net assets at end of year (total assets less liabilities)	2019-03-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-03-29	$2,333,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-29	No
Were any leases to which the plan was party in default or uncollectible	2019-03-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-29	$2,240,483
Interest on participant loans	2019-03-29	$276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-29	No
Was there a failure to transmit to the plan any participant contributions	2019-03-29	No
Has the plan failed to provide any benefit when due under the plan	2019-03-29	No
Contributions received in cash from employer	2019-03-29	$0
Employer contributions (assets) at end of year	2019-03-29	$0
Employer contributions (assets) at beginning of year	2019-03-29	$491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-29	$2,466,400
Did the plan have assets held for investment	2019-03-29	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-29	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-29	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-29	Disclaimer
Accountancy firm name	2019-03-29	BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN	2019-03-29	010523282
2018 : THE CHARLOTTE WHITE CENTER 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$55,955
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$333,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$331,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$164,044
Value of total assets at end of year	2018-12-31	$2,333,004
Value of total assets at beginning of year	2018-12-31	$2,610,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,000
Total interest from all sources	2018-12-31	$5,498
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$131,236
Participant contributions at end of year	2018-12-31	$88,528
Participant contributions at beginning of year	2018-12-31	$121,261
Participant contributions at end of year	2018-12-31	$3,502
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-277,131
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,333,004
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,610,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,240,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,488,874
Interest on participant loans	2018-12-31	$5,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-113,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$21,281
Employer contributions (assets) at end of year	2018-12-31	$491
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$331,086
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN	2018-12-31	010523282
2017 : THE CHARLOTTE WHITE CENTER 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$567,779
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$238,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$235,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$190,794
Value of total assets at end of year	2017-12-31	$2,610,135
Value of total assets at beginning of year	2017-12-31	$2,280,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,865
Total interest from all sources	2017-12-31	$3,038
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$64,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$64,098
Administrative expenses professional fees incurred	2017-12-31	$2,865
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$164,691
Participant contributions at end of year	2017-12-31	$121,261
Participant contributions at beginning of year	2017-12-31	$62,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$329,221
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,610,135
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,280,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,488,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,218,609
Interest on participant loans	2017-12-31	$3,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$309,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$26,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$235,693
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN	2017-12-31	010523282
2016 : THE CHARLOTTE WHITE CENTER 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$346,124
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$124,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$121,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$197,990
Value of total assets at end of year	2016-12-31	$2,280,914
Value of total assets at beginning of year	2016-12-31	$2,059,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,350
Total interest from all sources	2016-12-31	$1,951
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$64,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$64,970
Administrative expenses professional fees incurred	2016-12-31	$3,350
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$171,547
Participant contributions at end of year	2016-12-31	$62,305
Participant contributions at beginning of year	2016-12-31	$40,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$221,580
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,280,914
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,059,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,218,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,018,951
Interest on participant loans	2016-12-31	$1,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$81,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$26,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$121,194
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EDWARDS,FAUST & SMITH
Accountancy firm EIN	2016-12-31	010463272
2015 : THE CHARLOTTE WHITE CENTER 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$197,541
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$111,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$106,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$200,125
Value of total assets at end of year	2015-12-31	$2,059,334
Value of total assets at beginning of year	2015-12-31	$1,973,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,460
Total interest from all sources	2015-12-31	$3,138
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$93,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$93,444
Administrative expenses professional fees incurred	2015-12-31	$4,460
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$158,312
Participant contributions at end of year	2015-12-31	$40,383
Participant contributions at beginning of year	2015-12-31	$54,717
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$86,141
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,059,334
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,973,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,018,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,918,476
Interest on participant loans	2015-12-31	$3,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-99,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$27,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$106,940
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EDWARDS,FAUST & SMITH
Accountancy firm EIN	2015-12-31	010463272
2014 : THE CHARLOTTE WHITE CENTER 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$460,530
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$109,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$107,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$354,932
Value of total assets at end of year	2014-12-31	$1,973,193
Value of total assets at beginning of year	2014-12-31	$1,622,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,505
Total interest from all sources	2014-12-31	$3,161
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$68,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$68,273
Administrative expenses professional fees incurred	2014-12-31	$2,505
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$165,290
Participant contributions at end of year	2014-12-31	$54,717
Participant contributions at beginning of year	2014-12-31	$81,917
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$160,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$350,953
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,973,193
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,622,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,918,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,439,475
Interest on participant loans	2014-12-31	$3,161
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$100,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$34,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$29,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$107,072
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EDWARDS,FAUST & SMITH
Accountancy firm EIN	2014-12-31	010463272
2013 : THE CHARLOTTE WHITE CENTER 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$400,267
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$221,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$213,021
Value of total corrective distributions	2013-12-31	$916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$184,191
Value of total assets at end of year	2013-12-31	$1,622,240
Value of total assets at beginning of year	2013-12-31	$1,443,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,829
Total interest from all sources	2013-12-31	$1,555
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$58,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$58,975
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$145,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$152,978
Participant contributions at end of year	2013-12-31	$81,917
Participant contributions at beginning of year	2013-12-31	$27,629
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,961
Administrative expenses (other) incurred	2013-12-31	$7,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$178,501
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,622,240
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,443,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,439,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,308,941
Interest on participant loans	2013-12-31	$1,555
Value of interest in common/collective trusts at end of year	2013-12-31	$100,848
Value of interest in common/collective trusts at beginning of year	2013-12-31	$107,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$154,893
Net investment gain or loss from common/collective trusts	2013-12-31	$653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$27,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$213,021
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EDWARDS, FAUST AND SMITH
Accountancy firm EIN	2013-12-31	010463272
2012 : THE CHARLOTTE WHITE CENTER 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$346,074
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$273,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$267,817
Value of total corrective distributions	2012-12-31	$440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$198,530
Value of total assets at end of year	2012-12-31	$1,443,739
Value of total assets at beginning of year	2012-12-31	$1,371,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,241
Total interest from all sources	2012-12-31	$872
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$40,890
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$138,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$166,784
Participant contributions at end of year	2012-12-31	$27,629
Participant contributions at beginning of year	2012-12-31	$7,626
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,242
Administrative expenses (other) incurred	2012-12-31	$5,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$72,576
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,443,739
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,371,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,308,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,190,904
Interest on participant loans	2012-12-31	$872
Value of interest in common/collective trusts at end of year	2012-12-31	$107,169
Value of interest in common/collective trusts at beginning of year	2012-12-31	$172,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$104,348
Net investment gain or loss from common/collective trusts	2012-12-31	$1,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$28,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$267,817
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EDWARDS, FAUST AND SMITH
Accountancy firm EIN	2012-12-31	010463272
2011 : THE CHARLOTTE WHITE CENTER 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$28,094
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$40,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$37,204
Value of total corrective distributions	2011-12-31	$1,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$106,160
Value of total assets at end of year	2011-12-31	$1,371,163
Value of total assets at beginning of year	2011-12-31	$1,383,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,126
Total interest from all sources	2011-12-31	$88
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$26,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$26,431
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$139,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$90,962
Participant contributions at end of year	2011-12-31	$7,626
Administrative expenses (other) incurred	2011-12-31	$2,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-12,418
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,371,163
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,383,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,190,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,159,661
Interest on participant loans	2011-12-31	$88
Value of interest in common/collective trusts at end of year	2011-12-31	$172,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$223,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$223,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-105,626
Net investment gain or loss from common/collective trusts	2011-12-31	$1,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$15,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$37,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EDWARDS, FAUST AND SMITH
Accountancy firm EIN	2011-12-31	010463272
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$413,896
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$295,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$287,274
Value of total corrective distributions	2011-06-30	$7,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$196,192
Value of total assets at end of year	2011-06-30	$1,383,581
Value of total assets at beginning of year	2011-06-30	$1,264,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$17,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$17,557
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$166,946
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$1,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$118,643
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,383,581
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,264,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,159,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,001,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$223,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$263,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$263,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$199,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$29,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$287,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	EDWARDS, FAUST AND SMITH
Accountancy firm EIN	2011-06-30	010463272
2010 : THE CHARLOTTE WHITE CENTER 401K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE CHARLOTTE WHITE CENTER 401K PLAN

2019: THE CHARLOTTE WHITE CENTER 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CHARLOTTE WHITE CENTER 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CHARLOTTE WHITE CENTER 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE CHARLOTTE WHITE CENTER 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE CHARLOTTE WHITE CENTER 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE CHARLOTTE WHITE CENTER 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE CHARLOTTE WHITE CENTER 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CHARLOTTE WHITE CENTER 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE CHARLOTTE WHITE CENTER 401K PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE CHARLOTTE WHITE CENTER 401K PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CHARLOTTE WHITE CENTER
Employer identification number (EIN):	222582271
NAIC Classification:	624100
NAIC Description:	Individual and Family Services