401k Plan data: WHITESTONE REIT RETIREMENT SAVINGS PLAN plan

WHITESTONE REIT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WHITESTONE REIT RETIREMENT SAVINGS PLAN
Plan identification number	001

WHITESTONE REIT RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WHITESTONE REIT

Employer identification number (EIN): 760594970

NAIC Classification: 531190
NAIC Description: Lessors of Other Real Estate Property

Additional information about WHITESTONE REIT

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2007-05-23

Company Identification Number: 0800820340

Legal Registered Office Address: 2600 S GESSNER RD STE 500

HOUSTON
United States of America (USA)
77063

More information about WHITESTONE REIT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITESTONE REIT RETIREMENT SAVINGS 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 JOHN DEE
001 2016-01-01 DAVID HOLEMAN 2017-06-22
001 2015-01-01 DAVID HOLEMAN 2016-07-18
001 2014-01-01 DAVID HOLEMAN 2015-06-19
001 2013-01-01 DAVID HOLEMAN 2014-07-12
001 2012-01-01 DAVID HOLEMAN 2013-09-28
001 2011-01-01 DAVID HOLEMAN 2012-07-11
001 2010-01-01 DAVID HOLEMAN 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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	JOHN DEE
001	2016-01-01	DAVID HOLEMAN	2017-06-22
001	2015-01-01	DAVID HOLEMAN	2016-07-18
001	2014-01-01	DAVID HOLEMAN	2015-06-19
001	2013-01-01	DAVID HOLEMAN	2014-07-12
001	2012-01-01	DAVID HOLEMAN	2013-09-28
001	2011-01-01	DAVID HOLEMAN	2012-07-11
001	2010-01-01	DAVID HOLEMAN	2011-06-07

Plan Statistics for WHITESTONE REIT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WHITESTONE REIT RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 76
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 142
Number of participants with account balances 2022-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 75
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 132
Number of participants with account balances 2021-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
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 46
Total of all active and inactive participants 2020-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 127
Number of participants with account balances 2020-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
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 39
Total of all active and inactive participants 2019-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 130
Number of participants with account balances 2019-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 85
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 39
Total of all active and inactive participants 2018-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 103
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 124
Number of participants with account balances 2017-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	76
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	142
Number of participants with account balances	2022-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	75
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	132
Number of participants with account balances	2021-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
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	46
Total of all active and inactive participants	2020-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	127
Number of participants with account balances	2020-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
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	39
Total of all active and inactive participants	2019-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	130
Number of participants with account balances	2019-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	85
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	39
Total of all active and inactive participants	2018-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	103
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	124
Number of participants with account balances	2017-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on WHITESTONE REIT RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-307,878
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,029,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$970,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$935,569
Value of total assets at end of year	2022-12-31	$7,015,112
Value of total assets at beginning of year	2022-12-31	$8,352,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$59,374
Total interest from all sources	2022-12-31	$10,457
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$197,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$197,070
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$660,493
Participant contributions at end of year	2022-12-31	$120,675
Participant contributions at beginning of year	2022-12-31	$83,650
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,379
Administrative expenses (other) incurred	2022-12-31	$59,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,337,485
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,015,112
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,352,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,231,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,533,040
Interest on participant loans	2022-12-31	$6,148
Interest earned on other investments	2022-12-31	$4,309
Value of interest in common/collective trusts at end of year	2022-12-31	$219,792
Value of interest in common/collective trusts at beginning of year	2022-12-31	$280,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$443,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$455,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,379,737
Net investment gain or loss from common/collective trusts	2022-12-31	$-71,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$251,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$970,233
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2022-12-31	760356884
2021 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,932,795
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$452,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$391,425
Expenses. Certain deemed distributions of participant loans	2021-12-31	$-2,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$894,694
Value of total assets at end of year	2021-12-31	$8,352,597
Value of total assets at beginning of year	2021-12-31	$6,872,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,438
Total interest from all sources	2021-12-31	$11,132
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$643,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$643,846
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$644,216
Participant contributions at end of year	2021-12-31	$83,650
Participant contributions at beginning of year	2021-12-31	$114,972
Other income not declared elsewhere	2021-12-31	$12
Administrative expenses (other) incurred	2021-12-31	$63,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,480,032
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,352,597
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,872,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,533,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,841,622
Interest on participant loans	2021-12-31	$4,786
Interest earned on other investments	2021-12-31	$6,346
Value of interest in common/collective trusts at end of year	2021-12-31	$280,849
Value of interest in common/collective trusts at beginning of year	2021-12-31	$235,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$455,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$680,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$353,102
Net investment gain or loss from common/collective trusts	2021-12-31	$30,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$250,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$391,425
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2021-12-31	760356884
2020 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,597,000
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$429,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$414,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$826,050
Value of total assets at end of year	2020-12-31	$6,872,565
Value of total assets at beginning of year	2020-12-31	$5,705,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,555
Total interest from all sources	2020-12-31	$10,198
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$130,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$130,336
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$587,934
Participant contributions at end of year	2020-12-31	$114,972
Participant contributions at beginning of year	2020-12-31	$47,674
Other income not declared elsewhere	2020-12-31	$-2,039
Administrative expenses (other) incurred	2020-12-31	$15,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,167,165
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,872,565
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,705,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,841,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,657,726
Interest on participant loans	2020-12-31	$4,602
Interest earned on other investments	2020-12-31	$5,596
Value of interest in common/collective trusts at end of year	2020-12-31	$235,686
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$680,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$559,549
Net investment gain or loss from common/collective trusts	2020-12-31	$72,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$238,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$414,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2020-12-31	760356884
2019 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,978,183
Total of all expenses incurred	2019-12-31	$672,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$654,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,024,540
Value of total assets at end of year	2019-12-31	$5,705,400
Value of total assets at beginning of year	2019-12-31	$4,399,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,023
Total interest from all sources	2019-12-31	$2,033
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$600,495
Participant contributions at end of year	2019-12-31	$47,674
Participant contributions at beginning of year	2019-12-31	$28,745
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$170,720
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,305,629
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,705,400
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,399,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,657,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,371,026
Interest on participant loans	2019-12-31	$2,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$951,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$253,325
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$654,531
Contract administrator fees	2019-12-31	$17,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2019-12-31	760356884
2018 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$582,777
Total of all expenses incurred	2018-12-31	$196,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$186,309
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-8,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$839,677
Value of total assets at end of year	2018-12-31	$4,399,771
Value of total assets at beginning of year	2018-12-31	$4,013,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,894
Total interest from all sources	2018-12-31	$1,782
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$576,379
Participant contributions at end of year	2018-12-31	$28,745
Participant contributions at beginning of year	2018-12-31	$26,331
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,867
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$15,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$386,004
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,399,771
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,013,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,371,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,972,045
Interest on participant loans	2018-12-31	$1,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-258,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$254,431
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$186,309
Contract administrator fees	2018-12-31	$18,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2018-12-31	760356884
2017 : WHITESTONE REIT RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,269,388
Total of all expenses incurred	2017-12-31	$107,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$95,949
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$5,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$750,207
Value of total assets at end of year	2017-12-31	$4,013,767
Value of total assets at beginning of year	2017-12-31	$2,851,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,363
Total interest from all sources	2017-12-31	$2,056
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$541,010
Participant contributions at end of year	2017-12-31	$26,331
Participant contributions at beginning of year	2017-12-31	$33,751
Participant contributions at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$39,744
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$15,391
Total non interest bearing cash at beginning of year	2017-12-31	$22,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,162,117
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,013,767
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,851,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,972,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,795,788
Interest on participant loans	2017-12-31	$2,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$517,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$169,453
Employer contributions (assets) at end of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$95,949
Contract administrator fees	2017-12-31	$5,363
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2017-12-31	760356884

Form 5500 Responses for WHITESTONE REIT RETIREMENT SAVINGS PLAN

2022: WHITESTONE REIT RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHITESTONE REIT RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHITESTONE REIT RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1536

Policy instance

Insurance contract or identification number	DH1536
Number of Individuals Covered	142
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $177
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $177
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

551536

Policy instance

Insurance contract or identification number	551536
Number of Individuals Covered	132
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $233
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $131
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

551536

Policy instance

Insurance contract or identification number	551536
Number of Individuals Covered	127
Insurance policy start date	2020-07-09
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,268
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $1,268
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815078

Policy instance

Insurance contract or identification number	815078
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-08
Total amount of commissions paid to insurance broker	USD $15,880
Total amount of fees paid to insurance company	USD $2,039
Are there contracts with allocated funds for individual policies?	0
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 $15,880
Insurance broker organization code?	4
Amount paid for insurance broker fees	2039

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

815078

Policy instance

Insurance contract or identification number	815078
Number of Individuals Covered	125
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $25,594
Total amount of fees paid to insurance company	USD $2,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,594
Insurance broker organization code?	4
Amount paid for insurance broker fees	2483

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

812673-01

Policy instance

Insurance contract or identification number	812673-01
Number of Individuals Covered	117
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $21,841
Total amount of fees paid to insurance company	USD $2,126
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,841
Insurance broker organization code?	4
Amount paid for insurance broker fees	2126
Additional information about fees paid to insurance broker	TPA FEES

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

812673-01

Policy instance

Insurance contract or identification number	812673-01
Number of Individuals Covered	111
Total amount of commissions paid to insurance broker	USD $16,688
Total amount of fees paid to insurance company	USD $1,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,688
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	1574
Insurance broker name	NOVA 401(K) ASSOCIATES

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Company Name:	WHITESTONE REIT
Employer identification number (EIN):	760594970
NAIC Classification:	531190
NAIC Description:	Lessors of Other Real Estate Property

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-05-23
Company Identification Number:	0800820340
Legal Registered Office Address:	2600 S GESSNER RD STE 500 HOUSTON United States of America (USA) 77063