HOOSIER INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOOSIER INVESTMENTS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : HOOSIER INVESTMENTS, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-04 | -239187 |
| Total expenses incurred by plan in this plan year | 2025-06-04 | 210667 |
| Net assets as of the end of the plan year | 2025-06-04 | 1236053 |
| Total assets as of the beginning of the plan year | 2025-06-04 | 1093063 |
| Value of plan covered by a fidelity bond | 2025-06-04 | 1000000 |
| Participant contributions to plan in this plan year | 2025-06-04 | 285206 |
| Other contributions to plan in this plan year | 2025-06-04 | 144079 |
| Other income to plan in this plan year | 2025-06-04 | 119169 |
| Plan net income in this plan year | 2025-06-04 | 382177 |
| Net assets as of the end of the plan year | 2025-06-04 | 1236053 |
| Net assets as of the beginning of the plan year | 2025-06-04 | 1093063 |
| Employer contributions to plan in this plan year | 2025-06-04 | 44390 |
| Fees paid to broker by Benefit Provider | 2025-06-04 | 23 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-04 | 15210 |
| 2024 : HOOSIER INVESTMENTS, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-03 | 229398 |
| Net assets as of the end of the plan year | 2024-07-03 | 1093063 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 864669 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 274937 |
| Other income to plan in this plan year | 2024-07-03 | 140019 |
| Plan net income in this plan year | 2024-07-03 | 228394 |
| Net assets as of the end of the plan year | 2024-07-03 | 1093063 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 864669 |
| Employer contributions to plan in this plan year | 2024-07-03 | 42836 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 13240 |
| 2022 : HOOSIER INVESTMENTS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $269,592 |
| Total of all expenses incurred | 2022-12-31 | $34,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,532 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $383,313 |
| Value of total assets at end of year | 2022-12-31 | $864,669 |
| Value of total assets at beginning of year | 2022-12-31 | $629,622 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,013 |
| Total interest from all sources | 2022-12-31 | $458 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $327,330 |
| Participant contributions at end of year | 2022-12-31 | $3,763 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $10,904 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| 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 | $235,047 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $864,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $629,622 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $20,543 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $19,254 |
| Interest earned on other investments | 2022-12-31 | $458 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $805,293 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $585,514 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $34,333 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,338 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,411 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-110,768 |
| 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 | Yes |
| 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 | $45,079 |
| Employer contributions (assets) at end of year | 2022-12-31 | $737 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $25,532 |
| Contract administrator fees | 2022-12-31 | $9,013 |
| 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 | CROWE, LLP |
| Accountancy firm EIN | 2022-12-31 | 350921680 |
| Total income from all sources (including contributions) | 2022-01-01 | $269,592 |
| Total of all expenses incurred | 2022-01-01 | $34,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $25,532 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $383,313 |
| Value of total assets at end of year | 2022-01-01 | $864,669 |
| Value of total assets at beginning of year | 2022-01-01 | $629,622 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $9,013 |
| Total interest from all sources | 2022-01-01 | $458 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $327,330 |
| Participant contributions at end of year | 2022-01-01 | $3,763 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $10,904 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $235,047 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $864,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $629,622 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $20,543 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $19,254 |
| Interest earned on other investments | 2022-01-01 | $458 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $805,293 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $585,514 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $34,333 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $24,338 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,411 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-110,768 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $45,079 |
| Employer contributions (assets) at end of year | 2022-01-01 | $737 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $25,532 |
| Contract administrator fees | 2022-01-01 | $9,013 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CROWE, LLP |
| Accountancy firm EIN | 2022-01-01 | 350921680 |
| 2021 : HOOSIER INVESTMENTS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $336,869 |
| Total of all expenses incurred | 2021-12-31 | $17,959 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,288 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $281,648 |
| Value of total assets at end of year | 2021-12-31 | $629,622 |
| Value of total assets at beginning of year | 2021-12-31 | $310,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,671 |
| Total interest from all sources | 2021-12-31 | $297 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| 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 | $246,136 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $851 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,160 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| 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 | $318,910 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $629,622 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $310,712 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $19,254 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $12,886 |
| Interest earned on other investments | 2021-12-31 | $297 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $585,514 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $282,264 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,338 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $14,507 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $51,196 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,728 |
| 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 | Yes |
| 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 | $35,512 |
| Employer contributions (assets) at end of year | 2021-12-31 | $516 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,128 |
| Contract administrator fees | 2021-12-31 | $6,671 |
| 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 | CROWE, LLP |
| Accountancy firm EIN | 2021-12-31 | 350921680 |
| 2020 : HOOSIER INVESTMENTS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $253,459 |
| Total of all expenses incurred | 2020-12-31 | $4,780 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $216,342 |
| Value of total assets at end of year | 2020-12-31 | $310,712 |
| Value of total assets at beginning of year | 2020-12-31 | $62,033 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,156 |
| Total interest from all sources | 2020-12-31 | $11 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| 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 | $171,606 |
| Participant contributions at end of year | 2020-12-31 | $851 |
| Participant contributions at beginning of year | 2020-12-31 | $7,463 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $15,298 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| 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 | $248,679 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $310,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $62,033 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $12,886 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $176 |
| Interest earned on other investments | 2020-12-31 | $11 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $282,264 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $51,041 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $14,507 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,540 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $781 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $36,325 |
| 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 | $29,438 |
| Employer contributions (assets) at end of year | 2020-12-31 | $204 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $813 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,624 |
| Contract administrator fees | 2020-12-31 | $3,156 |
| 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 | CROWE, LLP |
| Accountancy firm EIN | 2020-12-31 | 350921680 |
