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PHIL WHITEHEAD 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePHIL WHITEHEAD 401K PROFIT SHARING PLAN
Plan identification number 001

PHIL WHITEHEAD 401K PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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

PHIL WHITEHEAD has sponsored the creation of one or more 401k plans.

Company Name:PHIL WHITEHEAD
Employer identification number (EIN):640893803
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHIL WHITEHEAD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PHIL WHITEHEAD2024-09-17
0012022-01-01PHIL WHITEHEAD2023-04-12
0012021-01-01PHIL WHITEHEAD2022-07-12
0012020-01-01PHIL WHITEHEAD2021-06-03
0012019-01-01PHIL WHITEHEAD2020-10-08
0012018-01-01PHIL WHITEHEAD2019-10-17
0012017-01-01PHIL WHITEHEAD2018-10-02
0012016-01-01PHIL WHITEHEAD2017-10-12
0012015-01-01PHIL WHITEHEAD
0012014-01-01PHIL WHITEHEAD
0012013-01-01PHIL WHITEHEAD
0012012-01-01PHIL WHITEHEAD
0012011-01-01PHIL WHITEHEAD
0012009-01-01PHIL WHITEHEAD

Plan Statistics for PHIL WHITEHEAD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PHIL WHITEHEAD 401K PROFIT SHARING PLAN

Measure Date Value
2024: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-171
Total number of particpants at end of year2024-09-171
Number of Participants With Account Balances2024-09-171
2015: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-011
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 participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHIL WHITEHEAD 401K PROFIT SHARING PLAN

Measure Date Value
2024 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-174242
Net assets as of the end of the plan year2024-09-17132378
Total assets as of the beginning of the plan year2024-09-17123114
Participant contributions to plan in this plan year2024-09-174242
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-179264
Plan net income in this plan year2024-09-179264
Net assets as of the end of the plan year2024-09-17132378
Net assets as of the beginning of the plan year2024-09-17123114
Employer contributions to plan in this plan year2024-09-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-170
2015 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,832
Expenses. Total of all expenses incurred2015-12-31$9,571
Benefits paid (including direct rollovers)2015-12-31$3,509
Total plan assets at end of year2015-12-31$62,417
Total plan assets at beginning of year2015-12-31$58,156
Total contributions received or receivable from participants2015-12-31$6,062
Expenses. Other expenses not covered elsewhere2015-12-31$6,062
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$7,770
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$4,261
Net plan assets at end of year (total assets less liabilities)2015-12-31$62,417
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$58,156
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$16,329
Expenses. Total of all expenses incurred2014-12-31$6,859
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$58,156
Total plan assets at beginning of year2014-12-31$48,686
Total contributions received or receivable from participants2014-12-31$6,859
Expenses. Other expenses not covered elsewhere2014-12-31$6,859
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,470
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$9,470
Net plan assets at end of year (total assets less liabilities)2014-12-31$58,156
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$48,686
Total contributions received or receivable from employer(s)2014-12-31$0
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 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$10,834
Expenses. Total of all expenses incurred2013-12-31$7,164
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$48,686
Total plan assets at beginning of year2013-12-31$45,016
Total contributions received or receivable from participants2013-12-31$7,164
Expenses. Other expenses not covered elsewhere2013-12-31$7,164
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,670
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,670
Net plan assets at end of year (total assets less liabilities)2013-12-31$48,686
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$45,016
Total contributions received or receivable from employer(s)2013-12-31$0
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 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$29,437
Expenses. Total of all expenses incurred2012-12-31$9,270
Benefits paid (including direct rollovers)2012-12-31$2,106
Total plan assets at end of year2012-12-31$45,016
Total plan assets at beginning of year2012-12-31$24,849
Total contributions received or receivable from participants2012-12-31$7,362
Expenses. Other expenses not covered elsewhere2012-12-31$7,164
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$21,877
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$20,167
Net plan assets at end of year (total assets less liabilities)2012-12-31$45,016
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$24,849
Total contributions received or receivable from employer(s)2012-12-31$198
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 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$4,387
Expenses. Total of all expenses incurred2011-12-31$4,542
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$24,849
Total plan assets at beginning of year2011-12-31$25,004
Total contributions received or receivable from participants2011-12-31$4,542
Expenses. Other expenses not covered elsewhere2011-12-31$4,542
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-155
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-155
Net plan assets at end of year (total assets less liabilities)2011-12-31$24,849
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$25,004
Total contributions received or receivable from employer(s)2011-12-31$0
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 : PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$13,441
Expenses. Total of all expenses incurred2010-12-31$5,538
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$25,004
Total plan assets at beginning of year2010-12-31$17,101
Total contributions received or receivable from participants2010-12-31$1,736
Expenses. Other expenses not covered elsewhere2010-12-31$5,538
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7,817
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$7,903
Net plan assets at end of year (total assets less liabilities)2010-12-31$25,004
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,101
Total contributions received or receivable from employer(s)2010-12-31$3,888
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

Form 5500 Responses for PHIL WHITEHEAD 401K PROFIT SHARING PLAN

2015: PHIL WHITEHEAD 401K PROFIT SHARING 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: PHIL WHITEHEAD 401K PROFIT SHARING 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: PHIL WHITEHEAD 401K PROFIT SHARING 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: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: PHIL WHITEHEAD 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: PHIL WHITEHEAD 401K PROFIT SHARING 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberP8114252
Policy instance 1

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