401k Plan data: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN plan

WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 401k Plan overview

Plan Name	WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN
Plan identification number	001

WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING 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.
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

WHITESTONE ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITESTONE ASSOCIATES INC.

Employer identification number (EIN): 223017612

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PHILLIP ORICCHIO
001 2016-01-01 PHILLIP ORICCHIO
001 2015-01-01 PHILLIP ORICCHIO
001 2014-01-01 PHILLIP ORICCHIO
001 2013-01-01 PHILIP ORICCHIO 2014-05-27
001 2012-01-01 PHILIP ORICCHIO 2013-07-17
001 2011-01-01 THOMAS UZZO 2012-07-06
001 2010-01-01 THOMAS UZZO 2011-06-20

Plan Statistics for WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN

401k plan membership statisitcs for WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN

Measure Date Value
2022: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 105
Number of participants with account balances 2022-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 64
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 75
Number of participants with account balances 2020-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 70
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 14
Total of all active and inactive participants 2019-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 84
Number of participants with account balances 2019-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 62
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 75
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 62
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 55
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
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 16
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4

Measure	Date	Value
2022: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	105
Number of participants with account balances	2022-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	64
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	75
Number of participants with account balances	2020-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	70
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	14
Total of all active and inactive participants	2019-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	84
Number of participants with account balances	2019-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	62
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	75
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	62
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	55
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
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	16
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4

Financial Data on WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN

Measure	Date	Value
2022 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-992,095
Expenses. Total of all expenses incurred	2022-12-31	$386,335
Benefits paid (including direct rollovers)	2022-12-31	$301,123
Total plan assets at end of year	2022-12-31	$8,431,832
Total plan assets at beginning of year	2022-12-31	$9,810,262
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$502,503
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$98,621
Other income received	2022-12-31	$-1,716,205
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,378,430
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,431,832
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,810,262
Assets. Value of participant loans	2022-12-31	$90,704
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$122,986
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$84,999
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$213
2021 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,762,459
Expenses. Total of all expenses incurred	2021-12-31	$157,875
Benefits paid (including direct rollovers)	2021-12-31	$155,179
Total plan assets at end of year	2021-12-31	$9,810,262
Total plan assets at beginning of year	2021-12-31	$7,205,678
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$449,885
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$1,136,422
Other income received	2021-12-31	$1,085,676
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,604,584
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,810,262
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,205,678
Assets. Value of participant loans	2021-12-31	$130,448
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$90,476
Value of certain deemed distributions of participant loans	2021-12-31	$2,321
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$375
2020 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,701,762
Expenses. Total of all expenses incurred	2020-12-31	$121,432
Benefits paid (including direct rollovers)	2020-12-31	$115,324
Total plan assets at end of year	2020-12-31	$7,205,678
Total plan assets at beginning of year	2020-12-31	$5,625,348
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$434,365
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$169,538
Other income received	2020-12-31	$977,703
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,580,330
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,205,678
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,625,348
Assets. Value of participant loans	2020-12-31	$119,336
Total contributions received or receivable from employer(s)	2020-12-31	$120,156
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$5,595
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$513
2019 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,623,700
Expenses. Total of all expenses incurred	2019-12-31	$19,884
Benefits paid (including direct rollovers)	2019-12-31	$14,250
Total plan assets at end of year	2019-12-31	$5,625,348
Total plan assets at beginning of year	2019-12-31	$4,021,532
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$377,939
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$141,180
Other income received	2019-12-31	$985,039
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,603,816
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,625,348
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,021,532
Assets. Value of participant loans	2019-12-31	$102,138
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$119,542
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$5,309
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$325
2018 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$165,497
Expenses. Total of all expenses incurred	2018-12-31	$127,042
Benefits paid (including direct rollovers)	2018-12-31	$111,371
Total plan assets at end of year	2018-12-31	$4,021,532
Total plan assets at beginning of year	2018-12-31	$3,983,077
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$364,188
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$7,795
Other income received	2018-12-31	$-322,417
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$38,455
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,021,532
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,983,077
Assets. Value of participant loans	2018-12-31	$50,294
Total contributions received or receivable from employer(s)	2018-12-31	$115,931
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$15,383
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$288
2017 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$976,003
Expenses. Total of all expenses incurred	2017-12-31	$137,595
Benefits paid (including direct rollovers)	2017-12-31	$132,151
Total plan assets at end of year	2017-12-31	$3,983,077
Total plan assets at beginning of year	2017-12-31	$3,144,669
Value of fidelity bond covering the plan	2017-12-31	$400,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$291,717
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$7,312
Other income received	2017-12-31	$576,844
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$838,408
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,983,077
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,144,669
Assets. Value of participant loans	2017-12-31	$39,060
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$100,130
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$5,175
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$269
2016 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$630,647
Expenses. Total of all expenses incurred	2016-12-31	$66,764
Benefits paid (including direct rollovers)	2016-12-31	$56,678
Total plan assets at end of year	2016-12-31	$3,144,669
Total plan assets at beginning of year	2016-12-31	$2,580,786
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$241,967
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$70,000
Other income received	2016-12-31	$235,681
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$563,883
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,144,669
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,580,786
Assets. Value of participant loans	2016-12-31	$46,997
Total contributions received or receivable from employer(s)	2016-12-31	$82,999
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$9,755
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$331
2015 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$214,094
Expenses. Total of all expenses incurred	2015-12-31	$144,643
Benefits paid (including direct rollovers)	2015-12-31	$144,593
Total plan assets at end of year	2015-12-31	$2,580,786
Total plan assets at beginning of year	2015-12-31	$2,511,335
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$190,430
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$5,033
Other income received	2015-12-31	$-49,488
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$69,451
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,580,786
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,511,335
Assets. Value of participant loans	2015-12-31	$9,617
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$68,119
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$349,827
Expenses. Total of all expenses incurred	2014-12-31	$49,386
Benefits paid (including direct rollovers)	2014-12-31	$45,599
Total plan assets at end of year	2014-12-31	$2,511,335
Total plan assets at beginning of year	2014-12-31	$2,210,894
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$187,813
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$494
Other income received	2014-12-31	$128,818
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$300,441
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,511,335
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,210,894
Assets. Value of participant loans	2014-12-31	$22,210
Total contributions received or receivable from employer(s)	2014-12-31	$32,702
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,787

Form 5500 Responses for WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN

2022: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING 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	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING 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: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING 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: WHITESTONE ASSOCIATES INC. 401(K) / PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800213-000

Policy instance

Insurance contract or identification number	800213-000
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,414
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $707
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

Potentially related plans

WHITESTONE ASSOCIATES, INC. ESOP [EIN = 876377432]

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Company Name:	WHITESTONE ASSOCIATES INC.
Employer identification number (EIN):	223017612
NAIC Classification:	541330
NAIC Description:	Engineering Services