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J & R MOVING INVESTMENTS RETIREMENT PLAN 401k Plan overview

Plan NameJ & R MOVING INVESTMENTS RETIREMENT PLAN
Plan identification number 001

J & R MOVING INVESTMENTS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

J & R MOVING INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name:J & R MOVING INVESTMENTS
Employer identification number (EIN):463416572
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & R MOVING INVESTMENTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JIM RICKARD
0012014-01-01JIMMY A. RICKARD
0012013-08-14JIMMY A. RICKARD

Plan Statistics for J & R MOVING INVESTMENTS RETIREMENT PLAN

401k plan membership statisitcs for J & R MOVING INVESTMENTS RETIREMENT PLAN

Measure Date Value
2015: J & R MOVING INVESTMENTS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J & R MOVING INVESTMENTS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
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 participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J & R MOVING INVESTMENTS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-144
Total number of active participants reported on line 7a of the Form 55002013-08-144
Number of retired or separated participants receiving benefits2013-08-140
Number of other retired or separated participants entitled to future benefits2013-08-140
Total of all active and inactive participants2013-08-144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-140
Total participants2013-08-144
Number of participants with account balances2013-08-142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-140

Financial Data on J & R MOVING INVESTMENTS RETIREMENT PLAN

Measure Date Value
2015 : J & R MOVING INVESTMENTS RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-6,699
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$6,699
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-6,699
Net income (gross income less expenses)2015-12-31$-6,699
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,699
Assets. Value of employer securities2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : J & R MOVING INVESTMENTS RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-117,456
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$6,699
Total plan assets at beginning of year2014-12-31$124,155
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-117,456
Net income (gross income less expenses)2014-12-31$-117,456
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,699
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$124,155
Assets. Value of employer securities2014-12-31$6,699
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : J & R MOVING INVESTMENTS RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$124,205
Expenses. Total of all expenses incurred2013-12-31$50
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$124,155
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$124,204
Other income received2013-12-31$1
Net income (gross income less expenses)2013-12-31$124,155
Net plan assets at end of year (total assets less liabilities)2013-12-31$124,155
Assets. Value of employer securities2013-12-31$124,155
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50

Form 5500 Responses for J & R MOVING INVESTMENTS RETIREMENT PLAN

2015: J & R MOVING INVESTMENTS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J & R MOVING INVESTMENTS RETIREMENT 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 & R MOVING INVESTMENTS RETIREMENT PLAN 2013 form 5500 responses
2013-08-14Type of plan entitySingle employer plan
2013-08-14First time form 5500 has been submittedYes
2013-08-14This return/report is a short plan year return/report (less than 12 months)Yes
2013-08-14Plan funding arrangement – TrustYes
2013-08-14Plan benefit arrangement - TrustYes

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