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HENDRIX INVESTMENTS INC. 401(K) PLAN 401k Plan overview

Plan NameHENDRIX INVESTMENTS INC. 401(K) PLAN
Plan identification number 001

HENDRIX INVESTMENTS INC. 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.
  • 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

HENDRIX INVESTMENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:HENDRIX INVESTMENTS INC.
Employer identification number (EIN):810804141
NAIC Classification:722410
NAIC Description:Drinking Places (Alcoholic Beverages)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENDRIX INVESTMENTS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01BRIAN J. HENDRIX BRIAN J. HENDRIX2019-02-19
0012016-07-01BRIAN J. HENDRIX BRIAN J. HENDRIX2018-04-10
0012015-12-09BRIAN J. HENDRIX BRIAN J. HENDRIX2017-03-01

Plan Statistics for HENDRIX INVESTMENTS INC. 401(K) PLAN

401k plan membership statisitcs for HENDRIX INVESTMENTS INC. 401(K) PLAN

Measure Date Value
2023: HENDRIX INVESTMENTS INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-011
Total number of active participants reported on line 7a of the Form 55002023-07-011
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-07-010
Total participants2023-07-011
Number of participants with account balances2023-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-07-010
2022: HENDRIX INVESTMENTS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011
Total number of active participants reported on line 7a of the Form 55002022-07-011
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011
Number of participants with account balances2022-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: HENDRIX INVESTMENTS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011
Number of participants with account balances2021-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: HENDRIX INVESTMENTS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HENDRIX INVESTMENTS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: HENDRIX INVESTMENTS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011
Total number of active participants reported on line 7a of the Form 55002018-07-011
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011
Number of participants with account balances2018-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: HENDRIX INVESTMENTS INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-011
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: HENDRIX INVESTMENTS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-011
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011
Number of participants with account balances2016-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HENDRIX INVESTMENTS INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-090
Total number of active participants reported on line 7a of the Form 55002015-12-091
Number of retired or separated participants receiving benefits2015-12-090
Number of other retired or separated participants entitled to future benefits2015-12-090
Total of all active and inactive participants2015-12-091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-090
Total participants2015-12-091
Number of participants with account balances2015-12-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-090

Financial Data on HENDRIX INVESTMENTS INC. 401(K) PLAN

Measure Date Value
2024 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan2024-06-30$0
Total plan liabilities at beginning of year2024-06-30$0
Total income from all sources2024-06-30$18,093
Expenses. Total of all expenses incurred2024-06-30$0
Benefits paid (including direct rollovers)2024-06-30$0
Total plan assets at end of year2024-06-30$293,768
Total plan assets at beginning of year2024-06-30$275,675
Total contributions received or receivable from participants2024-06-30$0
Expenses. Other expenses not covered elsewhere2024-06-30$0
Contributions received from other sources (not participants or employers)2024-06-30$0
Other income received2024-06-30$18,093
Noncash contributions received2024-06-30$0
Net income (gross income less expenses)2024-06-30$18,093
Net plan assets at end of year (total assets less liabilities)2024-06-30$293,768
Net plan assets at beginning of year (total assets less liabilities)2024-06-30$275,675
Assets. Value of employer securities2024-06-30$293,768
Total contributions received or receivable from employer(s)2024-06-30$0
Value of certain deemed distributions of participant loans2024-06-30$0
Value of corrective distributions2024-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-06-30$0
2023 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2023 401k financial data
Total income from all sources2023-06-30$5,313
Expenses. Total of all expenses incurred2023-06-30$0
Total plan assets at end of year2023-06-30$275,676
Total plan assets at beginning of year2023-06-30$270,363
Other income received2023-06-30$5,313
Net income (gross income less expenses)2023-06-30$5,313
Net plan assets at end of year (total assets less liabilities)2023-06-30$275,676
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$270,363
Assets. Value of employer securities2023-06-30$275,676
2022 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-13,767
Expenses. Total of all expenses incurred2022-06-30$0
Total plan assets at end of year2022-06-30$270,363
Total plan assets at beginning of year2022-06-30$284,130
Other income received2022-06-30$-13,767
Net income (gross income less expenses)2022-06-30$-13,767
Net plan assets at end of year (total assets less liabilities)2022-06-30$270,363
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$284,130
Assets. Value of employer securities2022-06-30$270,363
2021 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$-13,280
Expenses. Total of all expenses incurred2021-06-30$0
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$284,130
Total plan assets at beginning of year2021-06-30$297,410
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$-13,280
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$-13,280
Net plan assets at end of year (total assets less liabilities)2021-06-30$284,130
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$297,410
Assets. Value of employer securities2021-06-30$284,130
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
2020 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$475
Expenses. Total of all expenses incurred2020-06-30$0
Benefits paid (including direct rollovers)2020-06-30$0
Total plan assets at end of year2020-06-30$297,410
Total plan assets at beginning of year2020-06-30$296,935
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$475
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$475
Net plan assets at end of year (total assets less liabilities)2020-06-30$297,410
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$296,935
Assets. Value of employer securities2020-06-30$297,410
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$-348
Expenses. Total of all expenses incurred2019-06-30$0
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$296,935
Total plan assets at beginning of year2019-06-30$297,283
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$-348
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-348
Net plan assets at end of year (total assets less liabilities)2019-06-30$296,935
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$297,283
Assets. Value of employer securities2019-06-30$296,935
Total contributions received or receivable from employer(s)2019-06-30$0
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
2018 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$-1,626
Expenses. Total of all expenses incurred2018-06-30$0
Benefits paid (including direct rollovers)2018-06-30$0
Total plan assets at end of year2018-06-30$297,283
Total plan assets at beginning of year2018-06-30$298,909
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$-1,626
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$-1,626
Net plan assets at end of year (total assets less liabilities)2018-06-30$297,283
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$298,909
Assets. Value of employer securities2018-06-30$297,283
Total contributions received or receivable from employer(s)2018-06-30$0
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total income from all sources2017-06-30$819
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$298,909
Total plan assets at beginning of year2017-06-30$298,090
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$819
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$819
Net plan assets at end of year (total assets less liabilities)2017-06-30$298,909
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$298,090
Assets. Value of employer securities2017-06-30$298,909
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : HENDRIX INVESTMENTS INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$298,090
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$298,090
Total plan assets at beginning of year2016-06-30$0
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$316,406
Other income received2016-06-30$-18,316
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$298,090
Net plan assets at end of year (total assets less liabilities)2016-06-30$298,090
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
Assets. Value of employer securities2016-06-30$298,090
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0

Form 5500 Responses for HENDRIX INVESTMENTS INC. 401(K) PLAN

2023: HENDRIX INVESTMENTS INC. 401(K) PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Submission has been amendedNo
2023-07-01This submission is the final filingNo
2023-07-01This return/report is a short plan year return/report (less than 12 months)No
2023-07-01Plan is a collectively bargained planNo
2023-07-01Plan funding arrangement – TrustYes
2023-07-01Plan benefit arrangement - TrustYes
2022: HENDRIX INVESTMENTS INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HENDRIX INVESTMENTS INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HENDRIX INVESTMENTS INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HENDRIX INVESTMENTS INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HENDRIX INVESTMENTS INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HENDRIX INVESTMENTS INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HENDRIX INVESTMENTS INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HENDRIX INVESTMENTS INC. 401(K) PLAN 2015 form 5500 responses
2015-12-09Type of plan entitySingle employer plan
2015-12-09First time form 5500 has been submittedYes
2015-12-09Submission has been amendedNo
2015-12-09This submission is the final filingNo
2015-12-09This return/report is a short plan year return/report (less than 12 months)Yes
2015-12-09Plan is a collectively bargained planNo
2015-12-09Plan funding arrangement – TrustYes
2015-12-09Plan benefit arrangement - TrustYes

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