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J & T INVESTMENT 401(K) PLAN 401k Plan overview

Plan NameJ & T INVESTMENT 401(K) PLAN
Plan identification number 001

J & T INVESTMENT 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

J & T INVESTMENT has sponsored the creation of one or more 401k plans.

Company Name:J & T INVESTMENT
Employer identification number (EIN):453829001
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & T INVESTMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS HINKEBEIN2024-06-21
0012022-01-01EDWARD ROJAS2023-06-12
0012021-01-01CHRIS HINKEBEIN2022-05-16
0012021-01-01EDWARD ROJAS2022-08-03
0012020-01-01EDWARD ROJAS2021-04-01
0012019-01-01EDWARD ROJAS2020-04-06
0012018-01-01EDWARD ROJAS2019-06-07
0012018-01-01DEBORAH J TAYLOR2019-03-29
0012017-01-01DEBORAH TAYLOR
0012016-01-01GARY DOMINIQUE2017-07-27
0012015-01-01GARY DOMINIQUE2016-06-09 GARY DOMINIQUE2016-06-09
0012014-01-01CHRIS HINKEBEIN2015-06-17 CHRIS HINKEBEIN2015-06-17
0012013-01-01GARY DOMINIQUE2014-07-22 GARY DOMINIQUE2014-07-22

Financial Data on J & T INVESTMENT 401(K) PLAN

Measure Date Value
2025 : J & T INVESTMENT 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-040
Total liabilities as of the end of the plan year2025-04-040
Total liabilities as of the beginning of the plan year2025-04-040
Total expenses incurred by plan in this plan year2025-04-0437483
Net assets as of the end of the plan year2025-04-041366178
Total assets as of the beginning of the plan year2025-04-041043508
Participant contributions to plan in this plan year2025-04-0477740
Value of participant loans at end of plan year2025-04-0419056
Other expenses paid from plan in this plan year2025-04-040
Other contributions to plan in this plan year2025-04-040
Other income to plan in this plan year2025-04-04225661
Plan net income in this plan year2025-04-04322670
Net assets as of the end of the plan year2025-04-041366178
Net assets as of the beginning of the plan year2025-04-041043508
Employer contributions to plan in this plan year2025-04-0456752
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0419673
2024 : J & T INVESTMENT 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-210
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-2123630
Net assets as of the end of the plan year2024-06-211043508
Total assets as of the beginning of the plan year2024-06-21751768
Participant contributions to plan in this plan year2024-06-2175786
Value of participant loans at end of plan year2024-06-2114589
Other expenses paid from plan in this plan year2024-06-210
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-21189146
Plan net income in this plan year2024-06-21291740
Net assets as of the end of the plan year2024-06-211043508
Net assets as of the beginning of the plan year2024-06-21751768
Employer contributions to plan in this plan year2024-06-2150438
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2116699
2022 : J & T INVESTMENT 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-030
Total liabilities as of the end of the plan year2022-08-030
Total liabilities as of the beginning of the plan year2022-08-030
Total expenses incurred by plan in this plan year2022-08-0368357
Net assets as of the end of the plan year2022-08-03832930
Total assets as of the beginning of the plan year2022-08-03670110
Participant contributions to plan in this plan year2022-08-0370432
Value of participant loans at end of plan year2022-08-0310856
Other expenses paid from plan in this plan year2022-08-030
Other contributions to plan in this plan year2022-08-030
Other income to plan in this plan year2022-08-03116586
Plan net income in this plan year2022-08-03162820
Net assets as of the end of the plan year2022-08-03832930
Net assets as of the beginning of the plan year2022-08-03670110
Employer contributions to plan in this plan year2022-08-0344159
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0316752
2017 : J & T INVESTMENT 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$120,566
Expenses. Total of all expenses incurred2017-12-31$3,671
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$344,788
Total plan assets at beginning of year2017-12-31$227,893
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$54,848
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$36,438
Net income (gross income less expenses)2017-12-31$116,895
Net plan assets at end of year (total assets less liabilities)2017-12-31$344,788
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$227,893
Total contributions received or receivable from employer(s)2017-12-31$29,280
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$3,671

Form 5500 Responses for J & T INVESTMENT 401(K) PLAN

2017: J & T INVESTMENT 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

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