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CO-OP 401(K) PLAN 401k Plan overview

Plan NameCO-OP 401(K) PLAN
Plan identification number 002

CO-OP 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.
  • 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

HOOKER EQUITY EXCHANGE has sponsored the creation of one or more 401k plans.

Company Name:HOOKER EQUITY EXCHANGE
Employer identification number (EIN):730288630
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01DOUG WERNER2020-08-17 DOUG WERNER2020-08-17
0022018-01-01BRENT MERZ2019-06-18
0022017-01-01BRENT MERZ2018-06-05
0022016-01-01BRENT MERZ2017-05-19 BRENT MERZ2017-05-19
0022015-01-01BRET WILSON2016-10-14
0022014-01-01BRET WILSON2015-09-18
0022013-01-01RYAN JONES2014-07-08 RYAN JONES2014-07-08
0022012-01-01MELISSA BOND2013-04-11
0022011-01-01MELISSA BOND2012-06-07
0022009-01-01AUDREY HOFFERBER

Financial Data on CO-OP 401(K) PLAN

Measure Date Value
2025 : CO-OP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-230
Total liabilities as of the end of the plan year2025-10-230
Total liabilities as of the beginning of the plan year2025-10-230
Total expenses incurred by plan in this plan year2025-10-232588
Net assets as of the end of the plan year2025-10-230
Total assets as of the beginning of the plan year2025-10-23295912
Value of plan covered by a fidelity bond2025-10-23100000
Participant contributions to plan in this plan year2025-10-230
Other expenses paid from plan in this plan year2025-10-232588
Other contributions to plan in this plan year2025-10-230
Other income to plan in this plan year2025-10-23-293324
Plan net income in this plan year2025-10-23-295912
Net assets as of the end of the plan year2025-10-230
Net assets as of the beginning of the plan year2025-10-23295912
Employer contributions to plan in this plan year2025-10-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-230
2022 : CO-OP 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-030
Total liabilities as of the end of the plan year2022-10-030
Total liabilities as of the beginning of the plan year2022-10-030
Total expenses incurred by plan in this plan year2022-10-034915
Net assets as of the end of the plan year2022-10-03344920
Total assets as of the beginning of the plan year2022-10-03304694
Value of plan covered by a fidelity bond2022-10-03100000
Participant contributions to plan in this plan year2022-10-039328
Other expenses paid from plan in this plan year2022-10-034915
Other contributions to plan in this plan year2022-10-030
Other income to plan in this plan year2022-10-0331149
Plan net income in this plan year2022-10-0340226
Net assets as of the end of the plan year2022-10-03344920
Net assets as of the beginning of the plan year2022-10-03304694
Employer contributions to plan in this plan year2022-10-034664
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-030
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$45,256
Expenses. Total of all expenses incurred2010-12-31$5,809
Benefits paid (including direct rollovers)2010-12-31$3,782
Total plan assets at end of year2010-12-31$230,938
Total plan assets at beginning of year2010-12-31$191,491
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$12,853
Expenses. Other expenses not covered elsewhere2010-12-31$2,027
Other income received2010-12-31$26,975
Net income (gross income less expenses)2010-12-31$39,447
Net plan assets at end of year (total assets less liabilities)2010-12-31$230,938
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$191,491
Assets. Value of participant loans2010-12-31$24,087
Total contributions received or receivable from employer(s)2010-12-31$5,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CO-OP 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$0

Form 5500 Responses for CO-OP 401(K) PLAN

2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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