JACK COOPER INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023 : JACK COOPER 401(K) PLAN 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-12-31 | $19,554,857 |
Total of all expenses incurred | 2023-12-31 | $6,976,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $6,428,959 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $224,924 |
Value of total corrective distributions | 2023-12-31 | $26,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $6,365,570 |
Value of total assets at end of year | 2023-12-31 | $81,708,139 |
Value of total assets at beginning of year | 2023-12-31 | $69,130,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $296,572 |
Total interest from all sources | 2023-12-31 | $246,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,265,594 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,265,594 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $5,628,895 |
Participant contributions at end of year | 2023-12-31 | $1,285,491 |
Participant contributions at beginning of year | 2023-12-31 | $1,337,939 |
Participant contributions at end of year | 2023-12-31 | $93,694 |
Participant contributions at beginning of year | 2023-12-31 | $84,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $67,336 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $11,587 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $8,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $12,577,991 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $81,708,139 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $69,130,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $106,466 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $73,911,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $60,553,815 |
Interest on participant loans | 2023-12-31 | $76,418 |
Interest earned on other investments | 2023-12-31 | $169,944 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $6,367,048 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $7,132,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $11,677,331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $669,339 |
Employer contributions (assets) at end of year | 2023-12-31 | $38,384 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $12,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $6,428,959 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BERGANKDV LLC |
Accountancy firm EIN | 2023-12-31 | 813053687 |
2022 : JACK COOPER 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-9,236,071 |
Total of all expenses incurred | 2022-12-31 | $10,169,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,529,563 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $364,675 |
Value of total corrective distributions | 2022-12-31 | $2,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,546,609 |
Value of total assets at end of year | 2022-12-31 | $69,130,148 |
Value of total assets at beginning of year | 2022-12-31 | $88,535,852 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $272,756 |
Total interest from all sources | 2022-12-31 | $226,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $926,180 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $926,180 |
Administrative expenses professional fees incurred | 2022-12-31 | $12,118 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,200,028 |
Participant contributions at end of year | 2022-12-31 | $1,337,939 |
Participant contributions at beginning of year | 2022-12-31 | $1,528,466 |
Participant contributions at end of year | 2022-12-31 | $84,283 |
Participant contributions at beginning of year | 2022-12-31 | $88,125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $208,265 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $8,981 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $8,502 |
Administrative expenses (other) incurred | 2022-12-31 | $150,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-19,405,704 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $69,130,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $88,535,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $110,424 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $60,553,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,157,210 |
Interest on participant loans | 2022-12-31 | $72,247 |
Interest earned on other investments | 2022-12-31 | $154,215 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,132,260 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,477,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,935,322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $138,316 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,870 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $276,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,529,563 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BERGANKDV, LLC |
Accountancy firm EIN | 2022-12-31 | 813053687 |
2021 : JACK COOPER 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $17,470,317 |
Total of all expenses incurred | 2021-12-31 | $9,695,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,070,166 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $316,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,199,092 |
Value of total assets at end of year | 2021-12-31 | $88,535,852 |
Value of total assets at beginning of year | 2021-12-31 | $80,760,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $308,343 |
Total interest from all sources | 2021-12-31 | $204,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $971,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $971,986 |
Administrative expenses professional fees incurred | 2021-12-31 | $22,408 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,785,731 |
Participant contributions at end of year | 2021-12-31 | $1,528,466 |
Participant contributions at beginning of year | 2021-12-31 | $1,874,093 |
Participant contributions at end of year | 2021-12-31 | $88,125 |
Participant contributions at beginning of year | 2021-12-31 | $76,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,523 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $8,502 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $21,930 |
Administrative expenses (other) incurred | 2021-12-31 | $164,467 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,774,995 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $88,535,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $80,760,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $121,468 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,157,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $73,983,030 |
Interest on participant loans | 2021-12-31 | $86,913 |
Interest earned on other investments | 2021-12-31 | $117,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,477,289 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,796,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,095,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $397,838 |
Employer contributions (assets) at end of year | 2021-12-31 | $276,260 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,070,166 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BERGANKDV, LLC |
Accountancy firm EIN | 2021-12-31 | 813053687 |
2020 : JACK COOPER 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $16,604,324 |
Total of all expenses incurred | 2020-12-31 | $12,197,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,307,023 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $503,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,460,339 |
Value of total assets at end of year | 2020-12-31 | $80,760,857 |
Value of total assets at beginning of year | 2020-12-31 | $76,354,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $387,562 |
Total interest from all sources | 2020-12-31 | $233,721 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $952,139 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $952,139 |
Administrative expenses professional fees incurred | 2020-12-31 | $34,090 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,147,722 |
Participant contributions at end of year | 2020-12-31 | $1,874,093 |
Participant contributions at beginning of year | 2020-12-31 | $2,319,635 |
Participant contributions at end of year | 2020-12-31 | $76,291 |
Participant contributions at beginning of year | 2020-12-31 | $86,577 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $102,017 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $21,930 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $13,823 |
Administrative expenses (other) incurred | 2020-12-31 | $250,676 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,406,487 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $80,760,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $76,354,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $102,796 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $73,983,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $70,056,748 |
Interest on participant loans | 2020-12-31 | $116,946 |
Interest earned on other investments | 2020-12-31 | $116,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,796,453 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,877,175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,958,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $210,600 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,060 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,307,023 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MILLER HAVILAND KETTER PC, PA |
Accountancy firm EIN | 2020-12-31 | 480958002 |