Logo

THE HCJ 401(K) PLAN 401k Plan overview

Plan NameTHE HCJ 401(K) PLAN
Plan identification number 001

THE HCJ 401(K) 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN GARRETT2024-10-08
0012022-01-01KAREN GARRETT2023-09-29
0012021-01-01KAREN GARRETT2022-10-13
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN GARRETT KAREN GARRETT2018-07-31
0012016-01-01KAREN GARRETT KAREN GARRETT2017-10-16
0012015-01-01KAREN GARRETT KAREN GARRETT2016-07-28
0012014-01-01KAREN GARRETT KAREN GARRETT2015-10-15
0012013-01-01KAREN GARRETT KAREN GARRETT2014-10-15
0012012-01-01KAREN GARRETT KAREN GARRETT2013-10-15
0012011-01-01KAREN GARRETT KAREN GARRETT2012-10-15
0012009-01-01KAREN GARRETT KAREN GARRETT2010-07-09

Financial Data on THE HCJ 401(K) PLAN

Measure Date Value
2025 : THE HCJ 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03549823
Net assets as of the end of the plan year2025-10-037494580
Total assets as of the beginning of the plan year2025-10-036321420
Value of plan covered by a fidelity bond2025-10-03500000
Participant contributions to plan in this plan year2025-10-03437670
Value of participant loans at end of plan year2025-10-0357003
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-03815133
Plan net income in this plan year2025-10-031173160
Net assets as of the end of the plan year2025-10-037494580
Net assets as of the beginning of the plan year2025-10-036321420
Employer contributions to plan in this plan year2025-10-03470180
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0353406
2024 : THE HCJ 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08466547
Net assets as of the end of the plan year2024-10-086321420
Total assets as of the beginning of the plan year2024-10-085107893
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08473516
Value of participant loans at end of plan year2024-10-0857276
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-086508
Other income to plan in this plan year2024-10-08921456
Plan net income in this plan year2024-10-081213527
Net assets as of the end of the plan year2024-10-086321420
Net assets as of the beginning of the plan year2024-10-085107893
Employer contributions to plan in this plan year2024-10-08278594
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0841340
2020 : THE HCJ 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$927,517
Expenses. Total of all expenses incurred2020-12-31$468,102
Benefits paid (including direct rollovers)2020-12-31$468,102
Total plan assets at end of year2020-12-31$3,587,289
Total plan assets at beginning of year2020-12-31$3,127,874
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$274,144
Other income received2020-12-31$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 securities2020-12-31$468,102
2019 : THE HCJ 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,163,134
Expenses. Total of all expenses incurred2019-12-31$1,058,523
Benefits paid (including direct rollovers)2019-12-31$1,058,523
Total plan assets at end of year2019-12-31$3,127,874
Total plan assets at beginning of year2019-12-31$3,023,263
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$203,873
Other income received2019-12-31$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 securities2019-12-31$1,058,523
2018 : THE HCJ 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-603,404
Expenses. Total of all expenses incurred2018-12-31$127,075
Benefits paid (including direct rollovers)2018-12-31$127,075
Total plan assets at end of year2018-12-31$3,023,263
Total plan assets at beginning of year2018-12-31$3,753,742
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$219,800
Contributions received from other sources (not participants or employers)2018-12-31$1,477
Other income received2018-12-31$-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 securities2018-12-31$127,075
2017 : THE HCJ 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$283,962
Expenses. Total of all expenses incurred2017-12-31$911,795
Benefits paid (including direct rollovers)2017-12-31$911,795
Total plan assets at end of year2017-12-31$3,753,742
Total plan assets at beginning of year2017-12-31$4,381,575
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$166,969
Other income received2017-12-31$18,758
Net income (gross income less expenses)2017-12-31$-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 securities2017-12-31$911,795
2016 : THE HCJ 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$671,030
Expenses. Total of all expenses incurred2016-12-31$100,287
Benefits paid (including direct rollovers)2016-12-31$100,287
Total plan assets at end of year2016-12-31$4,381,575
Total plan assets at beginning of year2016-12-31$3,810,832
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$120,200
Other income received2016-12-31$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 securities2016-12-31$100,287
2015 : THE HCJ 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$699,949
Expenses. Total of all expenses incurred2015-12-31$89,312
Benefits paid (including direct rollovers)2015-12-31$89,312
Total plan assets at end of year2015-12-31$3,810,832
Total plan assets at beginning of year2015-12-31$3,200,195
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$95,908
Contributions received from other sources (not participants or employers)2015-12-31$3,572
Other income received2015-12-31$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 securities2015-12-31$89,312
2014 : THE HCJ 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$513,282
Expenses. Total of all expenses incurred2014-12-31$119,985
Benefits paid (including direct rollovers)2014-12-31$119,985
Total plan assets at end of year2014-12-31$3,200,195
Total plan assets at beginning of year2014-12-31$2,806,898
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$82,960
Other income received2014-12-31$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 securities2014-12-31$119,985
2013 : THE HCJ 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$961,288
Expenses. Total of all expenses incurred2013-12-31$116,896
Benefits paid (including direct rollovers)2013-12-31$116,896
Total plan assets at end of year2013-12-31$2,806,898
Total plan assets at beginning of year2013-12-31$1,962,506
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$76,469
Other income received2013-12-31$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 securities2013-12-31$116,896
2012 : THE HCJ 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$446,872
Expenses. Total of all expenses incurred2012-12-31$640
Benefits paid (including direct rollovers)2012-12-31$640
Total plan assets at end of year2012-12-31$1,962,506
Total plan assets at beginning of year2012-12-31$1,516,274
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$150,654
Other income received2012-12-31$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 securities2012-12-31$639
2011 : THE HCJ 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,723
Expenses. Total of all expenses incurred2011-12-31$7,639
Benefits paid (including direct rollovers)2011-12-31$7,639
Total plan assets at end of year2011-12-31$1,516,274
Total plan assets at beginning of year2011-12-31$1,479,190
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$120,078
Other income received2011-12-31$-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 securities2011-12-31$7,639
2010 : THE HCJ 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$406,347
Expenses. Total of all expenses incurred2010-12-31$53,920
Benefits paid (including direct rollovers)2010-12-31$53,920
Total plan assets at end of year2010-12-31$1,479,190
Total plan assets at beginning of year2010-12-31$1,126,763
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$157,738
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$23,974

Form 5500 Responses for THE HCJ 401(K) PLAN

2020: THE HCJ 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) 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: THE HCJ 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HCJ 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HCJ 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1