401k Plan data: THE HCJ 401(K) PLAN plan

THE HCJ 401(K) PLAN 401k Plan overview

Plan Name	THE HCJ 401(K) PLAN
Plan identification number	001

THE HCJ 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HCJ CPAS & ADVISORS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: HCJ CPAS & ADVISORS, PLLC

Employer identification number (EIN): 710650689

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HCJ 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KAREN GARRETT 2023-09-29
001 2021-01-01 KAREN GARRETT 2022-10-13
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KAREN GARRETT KAREN GARRETT 2018-07-31
001 2016-01-01 KAREN GARRETT KAREN GARRETT 2017-10-16
001 2015-01-01 KAREN GARRETT KAREN GARRETT 2016-07-28
001 2014-01-01 KAREN GARRETT KAREN GARRETT 2015-10-15
001 2013-01-01 KAREN GARRETT KAREN GARRETT 2014-10-15
001 2012-01-01 KAREN GARRETT KAREN GARRETT 2013-10-15
001 2011-01-01 KAREN GARRETT KAREN GARRETT 2012-10-15
001 2009-01-01 KAREN GARRETT KAREN GARRETT 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KAREN GARRETT	2023-09-29
001	2021-01-01	KAREN GARRETT	2022-10-13
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KAREN GARRETT		KAREN GARRETT	2018-07-31
001	2016-01-01	KAREN GARRETT		KAREN GARRETT	2017-10-16
001	2015-01-01	KAREN GARRETT		KAREN GARRETT	2016-07-28
001	2014-01-01	KAREN GARRETT		KAREN GARRETT	2015-10-15
001	2013-01-01	KAREN GARRETT		KAREN GARRETT	2014-10-15
001	2012-01-01	KAREN GARRETT		KAREN GARRETT	2013-10-15
001	2011-01-01	KAREN GARRETT		KAREN GARRETT	2012-10-15
001	2009-01-01	KAREN GARRETT		KAREN GARRETT	2010-07-09

Plan Statistics for THE HCJ 401(K) PLAN

401k plan membership statisitcs for THE HCJ 401(K) PLAN

Measure Date Value
2020: THE HCJ 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 54
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 12
Total of all active and inactive participants 2020-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE HCJ 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
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 15
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 65
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE HCJ 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
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 13
Total of all active and inactive participants 2018-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 66
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE HCJ 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 70
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE HCJ 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 42
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 53
Number of participants with account balances 2016-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE HCJ 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 56
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE HCJ 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 54
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: THE HCJ 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 56
Total participants 2013-01-01 56
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE HCJ 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 55
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE HCJ 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE HCJ 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2020: THE HCJ 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	54
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	12
Total of all active and inactive participants	2020-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE HCJ 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
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	15
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	65
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE HCJ 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
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	13
Total of all active and inactive participants	2018-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	66
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE HCJ 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	70
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE HCJ 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	42
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	53
Number of participants with account balances	2016-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE HCJ 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	56
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE HCJ 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	54
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: THE HCJ 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	56
Total participants	2013-01-01	56
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE HCJ 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	55
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE HCJ 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE HCJ 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on THE HCJ 401(K) PLAN

Measure	Date	Value
2020 : THE HCJ 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$927,517
Expenses. Total of all expenses incurred	2020-12-31	$468,102
Benefits paid (including direct rollovers)	2020-12-31	$468,102
Total plan assets at end of year	2020-12-31	$3,587,289
Total plan assets at beginning of year	2020-12-31	$3,127,874
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$274,144
Other income received	2020-12-31	$490,762
Net income (gross income less expenses)	2020-12-31	$459,415
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,587,289
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,127,874
Total contributions received or receivable from employer(s)	2020-12-31	$162,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$468,102
2019 : THE HCJ 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,163,134
Expenses. Total of all expenses incurred	2019-12-31	$1,058,523
Benefits paid (including direct rollovers)	2019-12-31	$1,058,523
Total plan assets at end of year	2019-12-31	$3,127,874
Total plan assets at beginning of year	2019-12-31	$3,023,263
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$203,873
Other income received	2019-12-31	$835,812
Net income (gross income less expenses)	2019-12-31	$104,611
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,127,874
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,023,263
Total contributions received or receivable from employer(s)	2019-12-31	$123,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$1,058,523
2018 : THE HCJ 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-603,404
Expenses. Total of all expenses incurred	2018-12-31	$127,075
Benefits paid (including direct rollovers)	2018-12-31	$127,075
Total plan assets at end of year	2018-12-31	$3,023,263
Total plan assets at beginning of year	2018-12-31	$3,753,742
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$219,800
Contributions received from other sources (not participants or employers)	2018-12-31	$1,477
Other income received	2018-12-31	$-952,526
Net income (gross income less expenses)	2018-12-31	$-730,479
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,023,263
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,753,742
Total contributions received or receivable from employer(s)	2018-12-31	$127,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$127,075
2017 : THE HCJ 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$283,962
Expenses. Total of all expenses incurred	2017-12-31	$911,795
Benefits paid (including direct rollovers)	2017-12-31	$911,795
Total plan assets at end of year	2017-12-31	$3,753,742
Total plan assets at beginning of year	2017-12-31	$4,381,575
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$166,969
Other income received	2017-12-31	$18,758
Net income (gross income less expenses)	2017-12-31	$-627,833
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,753,742
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,381,575
Total contributions received or receivable from employer(s)	2017-12-31	$98,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$911,795
2016 : THE HCJ 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$671,030
Expenses. Total of all expenses incurred	2016-12-31	$100,287
Benefits paid (including direct rollovers)	2016-12-31	$100,287
Total plan assets at end of year	2016-12-31	$4,381,575
Total plan assets at beginning of year	2016-12-31	$3,810,832
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$120,200
Other income received	2016-12-31	$466,887
Net income (gross income less expenses)	2016-12-31	$570,743
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,381,575
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,810,832
Total contributions received or receivable from employer(s)	2016-12-31	$83,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$100,287
2015 : THE HCJ 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$699,949
Expenses. Total of all expenses incurred	2015-12-31	$89,312
Benefits paid (including direct rollovers)	2015-12-31	$89,312
Total plan assets at end of year	2015-12-31	$3,810,832
Total plan assets at beginning of year	2015-12-31	$3,200,195
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$95,908
Contributions received from other sources (not participants or employers)	2015-12-31	$3,572
Other income received	2015-12-31	$527,455
Net income (gross income less expenses)	2015-12-31	$610,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,810,832
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,200,195
Total contributions received or receivable from employer(s)	2015-12-31	$73,014
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$89,312
2014 : THE HCJ 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$513,282
Expenses. Total of all expenses incurred	2014-12-31	$119,985
Benefits paid (including direct rollovers)	2014-12-31	$119,985
Total plan assets at end of year	2014-12-31	$3,200,195
Total plan assets at beginning of year	2014-12-31	$2,806,898
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$82,960
Other income received	2014-12-31	$365,344
Net income (gross income less expenses)	2014-12-31	$393,297
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,200,195
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,806,898
Total contributions received or receivable from employer(s)	2014-12-31	$64,978
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$119,985
2013 : THE HCJ 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$961,288
Expenses. Total of all expenses incurred	2013-12-31	$116,896
Benefits paid (including direct rollovers)	2013-12-31	$116,896
Total plan assets at end of year	2013-12-31	$2,806,898
Total plan assets at beginning of year	2013-12-31	$1,962,506
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$76,469
Other income received	2013-12-31	$831,545
Net income (gross income less expenses)	2013-12-31	$844,392
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,806,898
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,962,506
Total contributions received or receivable from employer(s)	2013-12-31	$53,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$116,896
2012 : THE HCJ 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$446,872
Expenses. Total of all expenses incurred	2012-12-31	$640
Benefits paid (including direct rollovers)	2012-12-31	$640
Total plan assets at end of year	2012-12-31	$1,962,506
Total plan assets at beginning of year	2012-12-31	$1,516,274
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$150,654
Other income received	2012-12-31	$229,710
Net income (gross income less expenses)	2012-12-31	$446,232
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,962,506
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,516,274
Total contributions received or receivable from employer(s)	2012-12-31	$66,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$639
2011 : THE HCJ 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,723
Expenses. Total of all expenses incurred	2011-12-31	$7,639
Benefits paid (including direct rollovers)	2011-12-31	$7,639
Total plan assets at end of year	2011-12-31	$1,516,274
Total plan assets at beginning of year	2011-12-31	$1,479,190
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$120,078
Other income received	2011-12-31	$-115,748
Net income (gross income less expenses)	2011-12-31	$37,084
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,516,274
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,479,190
Total contributions received or receivable from employer(s)	2011-12-31	$40,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$7,639
2010 : THE HCJ 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$406,347
Expenses. Total of all expenses incurred	2010-12-31	$53,920
Benefits paid (including direct rollovers)	2010-12-31	$53,920
Total plan assets at end of year	2010-12-31	$1,479,190
Total plan assets at beginning of year	2010-12-31	$1,126,763
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$157,738
Other income received	2010-12-31	$184,010
Net income (gross income less expenses)	2010-12-31	$352,427
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,479,190
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,126,763
Total contributions received or receivable from employer(s)	2010-12-31	$64,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$58,601
2009 : THE HCJ 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$23,974

Form 5500 Responses for THE HCJ 401(K) PLAN

2020: THE HCJ 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HCJ 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HCJ 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HCJ 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HCJ 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HCJ 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HCJ 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HCJ 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HCJ 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HCJ 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HCJ 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HCJ CPAS & ADVISORS, PLLC
Employer identification number (EIN):	710650689
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants