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J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameJ HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN
Plan identification number 001

J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J HOOK INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name:J HOOK INVESTMENTS
Employer identification number (EIN):611578504
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFF HOOKER
0012016-01-01JEFF HOOKER
0012015-01-01JEFF HOOKER
0012014-01-01JEFF HOOKER
0012013-01-01JEFF HOOKER
0012012-01-01JEFF HOOKER
0012011-01-01JEFF HOOKER

Plan Statistics for J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN

Measure Date Value
2021: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0112
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 participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0111
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 participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
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 benefits2017-01-010
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
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 benefits2016-01-010
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-018
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 participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
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: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
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 benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN

Measure Date Value
2021 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2021 401k financial data
Expenses. Total of all expenses incurred2021-12-31$579,000
Benefits paid (including direct rollovers)2021-12-31$579,000
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$579,000
Net income (gross income less expenses)2021-12-31$-579,000
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$579,000
Assets. Value of employer securities2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$579,000
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$309,000
Total plan assets at end of year2020-12-31$579,000
Total plan assets at beginning of year2020-12-31$270,000
Other income received2020-12-31$309,000
Net income (gross income less expenses)2020-12-31$309,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$579,000
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$270,000
Assets. Value of employer securities2020-12-31$579,000
2019 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,000
Total plan assets at end of year2019-12-31$270,000
Total plan assets at beginning of year2019-12-31$269,000
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$1,000
Net income (gross income less expenses)2019-12-31$1,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$270,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$269,000
Assets. Value of employer securities2019-12-31$270,000
2018 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-88,500
Total plan assets at end of year2018-12-31$269,000
Total plan assets at beginning of year2018-12-31$357,500
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-88,500
Net income (gross income less expenses)2018-12-31$-88,500
Net plan assets at end of year (total assets less liabilities)2018-12-31$269,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$357,500
Assets. Value of employer securities2018-12-31$269,000
2017 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2017 401k financial data
Expenses. Total of all expenses incurred2017-12-31$357,500
Benefits paid (including direct rollovers)2017-12-31$357,500
Total plan assets at end of year2017-12-31$357,500
Total plan assets at beginning of year2017-12-31$715,000
Value of fidelity bond covering the plan2017-12-31$40,000
Net income (gross income less expenses)2017-12-31$-357,500
Net plan assets at end of year (total assets less liabilities)2017-12-31$357,500
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$715,000
Assets. Value of employer securities2017-12-31$357,500
2016 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$378,323
Total plan assets at end of year2016-12-31$715,000
Total plan assets at beginning of year2016-12-31$336,677
Value of fidelity bond covering the plan2016-12-31$40,000
Other income received2016-12-31$378,323
Net income (gross income less expenses)2016-12-31$378,323
Net plan assets at end of year (total assets less liabilities)2016-12-31$715,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$336,677
Assets. Value of employer securities2016-12-31$715,000
2015 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-50,184
Total plan assets at end of year2015-12-31$336,677
Total plan assets at beginning of year2015-12-31$386,861
Value of fidelity bond covering the plan2015-12-31$40,000
Other income received2015-12-31$-50,184
Net income (gross income less expenses)2015-12-31$-50,184
Net plan assets at end of year (total assets less liabilities)2015-12-31$336,677
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$386,861
Assets. Value of employer securities2015-12-31$336,677
2014 : J HOOK INVESTMENTS PENSION TRANSFER TRUST 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$0
Total income from all sources2014-12-31$-48,139
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$386,861
Total plan assets at beginning of year2014-12-31$435,000
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-48,139
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-48,139
Net plan assets at end of year (total assets less liabilities)2014-12-31$386,861
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$435,000
Assets. Value of employer securities2014-12-31$386,861
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 : J HOOK INVESTMENTS PENSION TRANSFER TRUST 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$53,414
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$435,000
Total plan assets at beginning of year2013-12-31$381,586
Total contributions received or receivable from participants2013-12-31$0
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$53,414
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$53,414
Net plan assets at end of year (total assets less liabilities)2013-12-31$435,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$381,586
Assets. Value of employer securities2013-12-31$435,000
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 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$7,900
Total plan assets at end of year2012-12-31$381,586
Total plan assets at beginning of year2012-12-31$389,486
Value of fidelity bond covering the plan2012-12-31$1,000,000
Net income (gross income less expenses)2012-12-31$-7,900
Net plan assets at end of year (total assets less liabilities)2012-12-31$381,586
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$389,486
Assets. Value of employer securities2012-12-31$381,586
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,900
2011 : J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$389,486
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$389,486
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$1,000,000
Contributions received from other sources (not participants or employers)2011-12-31$389,486
Net income (gross income less expenses)2011-12-31$389,486
Net plan assets at end of year (total assets less liabilities)2011-12-31$389,486
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0

Form 5500 Responses for J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN

2021: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J HOOK INVESTMENTS PENSION TRANSFER TRUST 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: J HOOK INVESTMENTS PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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

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