HASKELL & WHITE, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN
401k plan membership statisitcs for HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 86 |
| 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 | 38 |
| Total of all active and inactive participants | 2022-01-01 | 124 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 125 |
| Number of participants with account balances | 2022-01-01 | 124 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2021: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 74 |
| 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 | 39 |
| Total of all active and inactive participants | 2021-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 113 |
| Number of participants with account balances | 2021-01-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 11 |
| 2020: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 79 |
| 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 | 34 |
| Total of all active and inactive participants | 2020-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 113 |
| Number of participants with account balances | 2020-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
| 2019: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 71 |
| 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 | 36 |
| Total of all active and inactive participants | 2019-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 107 |
| Number of participants with account balances | 2019-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
| 2018: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 68 |
| 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 | 36 |
| Total of all active and inactive participants | 2018-01-01 | 104 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 104 |
| Number of participants with account balances | 2018-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 | $-1,831,647 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $463,102 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $423,095 |
| Total plan assets at end of year | 2022-12-31 | $14,628,099 |
| Total plan assets at beginning of year | 2022-12-31 | $16,922,848 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $797,990 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $162,764 |
| Other income received | 2022-12-31 | $-3,052,977 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,294,749 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,628,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,922,848 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $260,576 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $40,007 |
| 2021 : HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 | $3,073,042 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $744,526 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $697,328 |
| Total plan assets at end of year | 2021-12-31 | $16,922,848 |
| Total plan assets at beginning of year | 2021-12-31 | $14,594,332 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $694,978 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $77,923 |
| Other income received | 2021-12-31 | $2,062,367 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $2,328,516 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,922,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,594,332 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $237,774 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $47,198 |
| 2020 : HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 | $2,887,879 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $670,323 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $628,541 |
| Total plan assets at end of year | 2020-12-31 | $14,594,332 |
| Total plan assets at beginning of year | 2020-12-31 | $12,376,776 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $664,869 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $53,006 |
| Other income received | 2020-12-31 | $1,937,470 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,217,556 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,594,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,376,776 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $232,534 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $41,782 |
| 2019 : HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 | $3,275,369 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $673,515 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $639,967 |
| Total plan assets at end of year | 2019-12-31 | $12,376,776 |
| Total plan assets at beginning of year | 2019-12-31 | $9,774,922 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $635,559 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $2,041 |
| Other income received | 2019-12-31 | $2,432,070 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $2,601,854 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,376,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,774,922 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $205,699 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $33,548 |
| 2018 : HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 | $233,094 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $376,729 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $376,369 |
| Total plan assets at end of year | 2018-12-31 | $9,774,922 |
| Total plan assets at beginning of year | 2018-12-31 | $9,918,557 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $605,591 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $31,652 |
| Other income received | 2018-12-31 | $-611,068 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-143,635 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,774,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,918,557 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $206,919 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $360 |
| 2022: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
