?>
Logo

WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 401k Plan overview

Plan NameWHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN
Plan identification number 001

WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHALE ROCK CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:WHALE ROCK CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):562567478
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about WHALE ROCK CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4128234

More information about WHALE ROCK CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHALE ROCK CAPITAL MGMT. LLC 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01BRIAN FALAHEE BRIAN FALAHEE2019-02-20
0012017-01-01BRIAN FALAHEE BRIAN FALAHEE2018-04-13
0012016-01-01BRIAN FALAHEE BRIAN FALAHEE2017-03-07
0012015-01-01BRIAN FALAHEE BRIAN FALAHEE2016-02-22
0012014-01-01BRIAN FALAHEE BRIAN FALAHEE2015-04-28
0012013-01-01BRIAN FALAHEE BRIAN FALAHEE2014-03-20
0012012-01-01BRIAN FALAHEE BRIAN FALAHEE2013-02-12
0012011-01-01BRIAN FALAHEE BRIAN FALAHEE2012-02-16
0012009-01-01BRIAN FALAHEE

Plan Statistics for WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN

401k plan membership statisitcs for WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN

Measure Date Value
2022: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0139
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0121
Number of participants with account balances2019-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN

Measure Date Value
2022 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$45
Total plan liabilities at beginning of year2022-12-31$45
Total income from all sources2022-12-31$-813,001
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$7,622,044
Total plan assets at beginning of year2022-12-31$8,435,045
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$685,705
Contributions received from other sources (not participants or employers)2022-12-31$61,098
Other income received2022-12-31$-1,877,146
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-813,001
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,621,999
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,435,000
Total contributions received or receivable from employer(s)2022-12-31$317,342
2021 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$45
Total plan liabilities at beginning of year2021-12-31$45
Total income from all sources2021-12-31$2,498,409
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$8,435,045
Total plan assets at beginning of year2021-12-31$5,936,636
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$582,696
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$450,535
Other income received2021-12-31$1,170,253
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,498,409
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,435,000
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,936,591
Total contributions received or receivable from employer(s)2021-12-31$294,925
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$45
Total plan liabilities at beginning of year2020-12-31$33
Total income from all sources2020-12-31$1,517,899
Expenses. Total of all expenses incurred2020-12-31$358,000
Benefits paid (including direct rollovers)2020-12-31$358,000
Total plan assets at end of year2020-12-31$5,936,636
Total plan assets at beginning of year2020-12-31$4,776,725
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$452,882
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$35,533
Other income received2020-12-31$813,802
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,159,899
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,936,591
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,776,692
Total contributions received or receivable from employer(s)2020-12-31$215,682
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$33
Total plan liabilities at beginning of year2019-12-31$31
Total income from all sources2019-12-31$1,339,875
Expenses. Total of all expenses incurred2019-12-31$5,412
Benefits paid (including direct rollovers)2019-12-31$5,412
Total plan assets at end of year2019-12-31$4,776,725
Total plan assets at beginning of year2019-12-31$3,442,260
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$331,223
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$4,300
Other income received2019-12-31$843,400
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,334,463
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,776,692
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,442,229
Total contributions received or receivable from employer(s)2019-12-31$160,952
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$31
Total plan liabilities at beginning of year2018-12-31$26
Total income from all sources2018-12-31$366,815
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,442,260
Total plan assets at beginning of year2018-12-31$3,075,440
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$245,160
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-117,396
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$366,815
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,442,229
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,075,414
Total contributions received or receivable from employer(s)2018-12-31$239,051
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$26
Total plan liabilities at beginning of year2017-12-31$24
Total income from all sources2017-12-31$1,265,774
Expenses. Total of all expenses incurred2017-12-31$114,841
Benefits paid (including direct rollovers)2017-12-31$114,841
Total plan assets at end of year2017-12-31$3,075,440
Total plan assets at beginning of year2017-12-31$1,924,505
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$232,731
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$400,096
Other income received2017-12-31$367,447
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,150,933
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,075,414
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,924,481
Total contributions received or receivable from employer(s)2017-12-31$265,500
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$24
Total plan liabilities at beginning of year2016-12-31$20
Total income from all sources2016-12-31$372,043
Expenses. Total of all expenses incurred2016-12-31$323,864
Benefits paid (including direct rollovers)2016-12-31$323,835
Total plan assets at end of year2016-12-31$1,924,505
Total plan assets at beginning of year2016-12-31$1,876,322
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$166,531
Expenses. Other expenses not covered elsewhere2016-12-31$29
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$121,338
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$48,179
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,924,481
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,876,302
Total contributions received or receivable from employer(s)2016-12-31$84,174
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$20
Total plan liabilities at beginning of year2015-12-31$21
Total income from all sources2015-12-31$244,166
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,876,322
Total plan assets at beginning of year2015-12-31$1,632,157
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$168,500
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,484
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$244,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,876,302
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,632,136
Total contributions received or receivable from employer(s)2015-12-31$78,150
2014 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$21
Total plan liabilities at beginning of year2014-12-31$7,670
Total income from all sources2014-12-31$339,006
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,632,157
Total plan assets at beginning of year2014-12-31$1,300,800
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$164,750
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$103,056
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$339,006
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,632,136
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,293,130
Total contributions received or receivable from employer(s)2014-12-31$71,200
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$7,670
Total plan liabilities at beginning of year2013-12-31$20
Total income from all sources2013-12-31$387,339
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,300,800
Total plan assets at beginning of year2013-12-31$905,811
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$114,250
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$221,639
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$387,339
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,293,130
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$905,791
Total contributions received or receivable from employer(s)2013-12-31$51,450
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$20
Total plan liabilities at beginning of year2012-12-31$25,062
Total income from all sources2012-12-31$235,503
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$905,811
Total plan assets at beginning of year2012-12-31$695,350
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$106,250
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$82,603
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$235,503
Net plan assets at end of year (total assets less liabilities)2012-12-31$905,791
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$670,288
Total contributions received or receivable from employer(s)2012-12-31$46,650
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$25,062
Total plan liabilities at beginning of year2011-12-31$20
Total income from all sources2011-12-31$118,285
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$695,350
Total plan assets at beginning of year2011-12-31$552,023
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$96,833
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-24,248
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$118,285
Net plan assets at end of year (total assets less liabilities)2011-12-31$670,288
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$552,003
Total contributions received or receivable from employer(s)2011-12-31$45,700
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$20
Total plan liabilities at beginning of year2010-12-31$19
Total income from all sources2010-12-31$166,986
Expenses. Total of all expenses incurred2010-12-31$107,144
Benefits paid (including direct rollovers)2010-12-31$107,143
Total plan assets at end of year2010-12-31$552,023
Total plan assets at beginning of year2010-12-31$492,180
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$91,466
Expenses. Other expenses not covered elsewhere2010-12-31$1
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$28,527
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$59,842
Net plan assets at end of year (total assets less liabilities)2010-12-31$552,003
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$492,161
Total contributions received or receivable from employer(s)2010-12-31$46,993
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WHALE ROCK CAPITAL MGMT. LLC 401(K) PLAN

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

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