White And Associates Home Assistance 401(k) Plan: Login, Facts & Contact Information

White And Associates Home Assistance 401(k) Plan Facts

Plan name
WHITE AND ASSOCIATES HOME ASSISTANCE 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
WHITE AND ASSOCIATES HOME ASSISTANCE
Participants
126 (117 active employees)
Plan assets
$1,365,546 at Dec 31, 2024
Average account balance
$25,765 across 53 accounts
Employer contributions
$69,467 in plan year 2024 (42% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $164,842 went into the plan in contributions, $69,467 of it from the employer (42%).
  • $110,306 was paid out to participants.
  • Investment and other income added $104,673.

How the White And Associates Home Assistance 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019115$840,489$47,149$35,861
2020103$988,141$52,966$78,155
202195$1.14 million$46,298$53,412
2022116$977,159$48,720$79,475
2023131$1.21 million$60,421$42,575
2024126$1.37 million$69,467$110,306

White And Associates Home Assistance 401(k) Contact Information

Phone
573-333-0084
Mailing address
300 STATE ROUTE U, CARUTHERSVILLE MO 638302332
Plan sponsor
WHITE AND ASSOCIATES HOME ASSISTANCE
Employer identification number (EIN)
43-1759709
Plan number
001

Questions about the White And Associates Home Assistance 401(k)

Does White And Associates Home Assistance contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $69,467 in employer contributions for plan year 2024.

Does the White And Associates Home Assistance 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the White And Associates Home Assistance 401(k) plan?

126 participants at the start of plan year 2024, 117 of them active employees.

What is the average 401(k) balance at White And Associates Home Assistance?

About $25,765 per account: $1.37 million in plan assets across 53 accounts with a balance at the end of plan year 2024.

Who manages the White And Associates Home Assistance 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at White And Associates Home Assistance. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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