?>
Logo

S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameS. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number 001

S. S. WHITE EMPLOYEES 401(K) SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

S.S. WHITE TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:S.S. WHITE TECHNOLOGIES, INC.
Employer identification number (EIN):222903476
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERYL SHEPPARD
0012016-01-01CECILIA YEUNG
0012015-01-01CHENG CHI
0012014-01-01ARCHNA DHINGRA
0012013-01-01ARCHNA DHINGRA
0012012-01-01CAROLYN KETCHAM
0012011-01-01CAROLYN KETCHAM
0012009-01-01CAROLYN KETCHAM

Plan Statistics for S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01183
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01183
Number of participants with account balances2021-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01180
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01148
Number of participants with account balances2019-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01145
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01140
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01169
Number of participants with account balances2016-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01176
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-360,564
Total of all expenses incurred2022-12-31$420,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$375,935
Value of total corrective distributions2022-12-31$4,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$309,887
Value of total assets at end of year2022-12-31$3,908,036
Value of total assets at beginning of year2022-12-31$4,689,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,452
Total interest from all sources2022-12-31$16,960
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$262,423
Participant contributions at end of year2022-12-31$16,070
Participant contributions at beginning of year2022-12-31$29,620
Participant contributions at end of year2022-12-31$7,294
Participant contributions at beginning of year2022-12-31$7,756
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$213
Administrative expenses (other) incurred2022-12-31$23,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-781,368
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,908,036
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,689,404
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
Investment advisory and management fees2022-12-31$16,564
Value of interest in pooled separate accounts at end of year2022-12-31$2,821,691
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,631,186
Interest on participant loans2022-12-31$882
Interest earned on other investments2022-12-31$16,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,061,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,019,668
Net investment gain/loss from pooled separate accounts2022-12-31$-687,411
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$32,414
Employer contributions (assets) at end of year2022-12-31$895
Employer contributions (assets) at beginning of year2022-12-31$961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$375,935
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 name2022-12-31FRSCPA, PLLC
Accountancy firm EIN2022-12-31592482214
2021 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$923,483
Total of all expenses incurred2021-12-31$1,512,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,467,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$359,750
Value of total assets at end of year2021-12-31$4,689,404
Value of total assets at beginning of year2021-12-31$5,278,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,866
Total interest from all sources2021-12-31$17,630
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$278,259
Participant contributions at end of year2021-12-31$29,620
Participant contributions at beginning of year2021-12-31$32,922
Participant contributions at end of year2021-12-31$7,756
Participant contributions at beginning of year2021-12-31$7,630
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$46,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$149
Administrative expenses (other) incurred2021-12-31$24,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-589,381
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,689,404
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,278,785
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
Investment advisory and management fees2021-12-31$20,371
Value of interest in pooled separate accounts at end of year2021-12-31$3,631,186
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,091,073
Interest on participant loans2021-12-31$1,538
Interest earned on other investments2021-12-31$16,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,019,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,146,057
Net investment gain/loss from pooled separate accounts2021-12-31$546,103
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$34,710
Employer contributions (assets) at end of year2021-12-31$961
Employer contributions (assets) at beginning of year2021-12-31$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,467,998
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 name2021-12-31FRSCPA, PLLC
Accountancy firm EIN2021-12-31592482214
2020 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$912,563
Total of all expenses incurred2020-12-31$602,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$546,950
Value of total corrective distributions2020-12-31$13,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$300,718
Value of total assets at end of year2020-12-31$5,278,785
Value of total assets at beginning of year2020-12-31$4,969,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,044
Total interest from all sources2020-12-31$20,026
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$255,550
Participant contributions at end of year2020-12-31$32,922
Participant contributions at beginning of year2020-12-31$22,541
Participant contributions at end of year2020-12-31$7,630
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$110
Administrative expenses (other) incurred2020-12-31$23,049
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$309,768
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,278,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,969,017
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
Investment advisory and management fees2020-12-31$18,995
Value of interest in pooled separate accounts at end of year2020-12-31$4,091,073
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,421,713
Interest on participant loans2020-12-31$1,560
Interest earned on other investments2020-12-31$18,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,146,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,524,653
Net investment gain/loss from pooled separate accounts2020-12-31$591,819
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$30,655
Employer contributions (assets) at end of year2020-12-31$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$546,950
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 name2020-12-31FRSCPA, PLLC
Accountancy firm EIN2020-12-31592482214
2019 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,045,641
Total of all expenses incurred2019-12-31$470,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$434,507
Value of total corrective distributions2019-12-31$11,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,136
Value of total assets at end of year2019-12-31$4,969,017
Value of total assets at beginning of year2019-12-31$4,393,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,237
Total interest from all sources2019-12-31$21,903
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$286,629
Participant contributions at end of year2019-12-31$22,541
Participant contributions at beginning of year2019-12-31$32,221
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$63,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$146
Administrative expenses (other) incurred2019-12-31$17,495
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$575,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,969,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,393,416
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
Investment advisory and management fees2019-12-31$6,742
Value of interest in pooled separate accounts at end of year2019-12-31$3,421,713
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,089,960
Interest on participant loans2019-12-31$1,383
Interest earned on other investments2019-12-31$20,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,524,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,271,089
Net investment gain/loss from pooled separate accounts2019-12-31$650,602
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$23,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$434,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRSCPA, PLLC
Accountancy firm EIN2019-12-31592482214
2018 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$324,595
Total of all expenses incurred2018-12-31$1,311,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,266,158
Expenses. Certain deemed distributions of participant loans2018-12-31$21,576
Value of total corrective distributions2018-12-31$8,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$525,991
Value of total assets at end of year2018-12-31$4,393,416
Value of total assets at beginning of year2018-12-31$5,380,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,892
Total interest from all sources2018-12-31$17,320
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$259,046
Participant contributions at end of year2018-12-31$32,221
Participant contributions at beginning of year2018-12-31$39,676
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$235,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$146
Administrative expenses (other) incurred2018-12-31$14,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-986,833
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,393,416
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,380,249
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$3,089,960
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,991,800
Interest on participant loans2018-12-31$1,519
Interest earned on other investments2018-12-31$15,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,271,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,348,773
Net investment gain/loss from pooled separate accounts2018-12-31$-218,716
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$31,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,266,158
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 name2018-12-31FRSCPA, PLLC
Accountancy firm EIN2018-12-31592482214
2017 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,681
Total income from all sources (including contributions)2017-12-31$939,158
Total of all expenses incurred2017-12-31$403,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$387,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$366,827
Value of total assets at end of year2017-12-31$5,380,249
Value of total assets at beginning of year2017-12-31$4,866,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,960
Total interest from all sources2017-12-31$20,822
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$483,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$328,551
Participant contributions at end of year2017-12-31$39,676
Participant contributions at beginning of year2017-12-31$41,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$22,681
Administrative expenses (other) incurred2017-12-31$15,960
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$536,014
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,380,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,844,235
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$3,991,800
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,387,737
Interest on participant loans2017-12-31$2,588
Interest earned on other investments2017-12-31$18,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,348,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,437,701
Net investment gain/loss from pooled separate accounts2017-12-31$551,509
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$38,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$387,184
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 name2017-12-31FRSCPA, PLLC
Accountancy firm EIN2017-12-31592482214
2016 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,681
Total income from all sources (including contributions)2016-12-31$645,157
Total of all expenses incurred2016-12-31$888,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$855,851
Expenses. Certain deemed distributions of participant loans2016-12-31$54
Value of total corrective distributions2016-12-31$17,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$388,329
Value of total assets at end of year2016-12-31$4,866,916
Value of total assets at beginning of year2016-12-31$5,087,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,457
Total interest from all sources2016-12-31$2,104
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$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$343,464
Participant contributions at end of year2016-12-31$41,478
Participant contributions at beginning of year2016-12-31$56,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$22,681
Other income not declared elsewhere2016-12-31$25,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-243,478
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,844,235
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,087,713
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$3,387,737
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,031,887
Interest on participant loans2016-12-31$2,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,437,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,999,370
Net investment gain/loss from pooled separate accounts2016-12-31$229,483
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$44,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$855,851
Contract administrator fees2016-12-31$15,457
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 name2016-12-31FRSCPA,PLLC
Accountancy firm EIN2016-12-31592482214
2015 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$408,530
Total of all expenses incurred2015-12-31$1,286,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,252,464
Value of total corrective distributions2015-12-31$15,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$376,552
Value of total assets at end of year2015-12-31$5,087,713
Value of total assets at beginning of year2015-12-31$5,965,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,737
Total interest from all sources2015-12-31$2,212
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$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$340,225
Participant contributions at end of year2015-12-31$56,456
Participant contributions at beginning of year2015-12-31$59,055
Other income not declared elsewhere2015-12-31$20,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-878,190
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,087,713
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,965,903
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$3,031,887
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,709,976
Interest on participant loans2015-12-31$2,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,999,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,196,872
Net investment gain/loss from pooled separate accounts2015-12-31$9,015
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,252,464
Contract administrator fees2015-12-31$18,737
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 name2015-12-31FRSCPA, PLLC
Accountancy firm EIN2015-12-31592482214
2014 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$703,016
Total of all expenses incurred2014-12-31$254,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$225,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$435,784
Value of total assets at end of year2014-12-31$5,965,903
Value of total assets at beginning of year2014-12-31$5,517,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,765
Total interest from all sources2014-12-31$5,398
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$450,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$332,720
Participant contributions at end of year2014-12-31$59,055
Participant contributions at beginning of year2014-12-31$175,045
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,302
Other income not declared elsewhere2014-12-31$19,403
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$448,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,965,903
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,517,459
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$4,709,976
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,088,055
Interest on participant loans2014-12-31$5,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,196,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,254,359
Net investment gain/loss from pooled separate accounts2014-12-31$242,431
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$40,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$225,807
Contract administrator fees2014-12-31$28,765
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 name2014-12-31FRSCPA, PLLC
Accountancy firm EIN2014-12-31592482214
2013 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,027,642
Total of all expenses incurred2013-12-31$261,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$235,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$397,216
Value of total assets at end of year2013-12-31$5,517,459
Value of total assets at beginning of year2013-12-31$4,750,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,413
Total interest from all sources2013-12-31$32,455
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$450,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$357,941
Participant contributions at end of year2013-12-31$175,045
Participant contributions at beginning of year2013-12-31$129,069
Participant contributions at beginning of year2013-12-31$15,647
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$766,470
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,517,459
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,750,989
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$4,088,055
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,739,564
Interest on participant loans2013-12-31$7,075
Interest earned on other investments2013-12-31$25,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,254,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,864,753
Net investment gain/loss from pooled separate accounts2013-12-31$597,971
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$39,275
Employer contributions (assets) at beginning of year2013-12-31$1,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$235,759
Contract administrator fees2013-12-31$25,413
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 name2013-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2013-12-31592482214
2012 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$739,963
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$380,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$357,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$345,649
Value of total assets at end of year2012-12-31$4,750,989
Value of total assets at beginning of year2012-12-31$4,391,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,174
Total interest from all sources2012-12-31$37,488
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$425,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$307,749
Participant contributions at end of year2012-12-31$129,069
Participant contributions at beginning of year2012-12-31$134,286
Participant contributions at end of year2012-12-31$15,647
Participant contributions at beginning of year2012-12-31$7,943
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$359,191
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,750,989
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,391,798
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$2,739,564
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,601,472
Interest on participant loans2012-12-31$5,362
Interest earned on other investments2012-12-31$32,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,864,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,647,104
Net investment gain/loss from pooled separate accounts2012-12-31$356,826
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$37,900
Employer contributions (assets) at end of year2012-12-31$1,956
Employer contributions (assets) at beginning of year2012-12-31$993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$357,598
Contract administrator fees2012-12-31$23,174
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 name2012-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2012-12-31592482214
2011 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$222,758
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$213,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$191,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$334,903
Value of total assets at end of year2011-12-31$4,391,798
Value of total assets at beginning of year2011-12-31$4,382,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,021
Total interest from all sources2011-12-31$6,095
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$425,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$300,060
Participant contributions at end of year2011-12-31$134,286
Participant contributions at beginning of year2011-12-31$123,362
Participant contributions at end of year2011-12-31$7,943
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,671
Other income not declared elsewhere2011-12-31$39,571
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$9,105
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,391,798
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,382,693
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$2,601,472
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,741,388
Interest on participant loans2011-12-31$6,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,647,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,517,943
Net investment gain/loss from pooled separate accounts2011-12-31$-157,811
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$30,172
Employer contributions (assets) at end of year2011-12-31$993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$191,632
Contract administrator fees2011-12-31$22,021
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 name2011-12-31SMOLIN & LUPIN
Accountancy firm EIN2011-12-31222258733
2010 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$670,320
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$228,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$208,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$306,236
Value of total assets at end of year2010-12-31$4,382,693
Value of total assets at beginning of year2010-12-31$3,941,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,345
Total interest from all sources2010-12-31$6,303
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$375,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$280,519
Participant contributions at end of year2010-12-31$123,362
Participant contributions at beginning of year2010-12-31$102,322
Participant contributions at beginning of year2010-12-31$7,208
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,717
Other income not declared elsewhere2010-12-31$45,136
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$441,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,382,693
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,941,370
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$2,741,388
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,322,841
Interest on participant loans2010-12-31$6,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,517,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,508,999
Net investment gain/loss from pooled separate accounts2010-12-31$312,645
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$208,652
Contract administrator fees2010-12-31$20,345
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 name2010-12-31SMOLIN, LUPIN & CO. P.A.
Accountancy firm EIN2010-12-31222258733
2009 : S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN

2022: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS 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: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
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: S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602315
Policy instance 1
Insurance contract or identification number602315
Number of Individuals Covered145
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602315
Policy instance 1
Insurance contract or identification number602315
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602315
Policy instance 1
Insurance contract or identification number602315
Number of Individuals Covered138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602315
Policy instance 2
Insurance contract or identification number602315
Number of Individuals Covered129
Insurance policy start date2019-08-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-30
Total amount of commissions paid to insurance brokerUSD $5,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,296
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Number of Individuals Covered104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,203
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,452
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Number of Individuals Covered106
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,660
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,330
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Number of Individuals Covered99
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,182
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,591
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,381
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,691
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $4,527
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999319
Policy instance 1
Insurance contract or identification number999319
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3