Plan5500

Roy Jorgensen Associates Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roy Jorgensen Associates Inc. (EIN 52-0850711) is a plan sponsor located in Buckeystown, MD with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-0850711
Location
Buckeystown, MD
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Roy Jorgensen Associates Inc.

  • 6 loaded plans hold $31.9M in reported assets.
  • The largest, Roy Jorgensen Associates, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,482 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.9MSummed across loaded plans$31,878,289
Total reported assets$31.9M$31,882,289
Total reported participants3.5K3,482
Total reported liabilities$4K$4,000

Reported net position

Reported assets = net assets + liabilities (summed)$31.9M total assets
Net assets$31.9MLiabilities$4K
Contributions & income
Employer contributions$762.6K
Participant contributions$3M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Roy Jorgensen Associates, Inc. Retirement Plan
Participants per plan580Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Roy Jorgensen Associates, Inc. Retirement Plan$31.9M
    Plan #001 · 1,247 participants · 2023
  2. 2
    Roy Jorgensen Associates Inc. And Related Companies Ltd And Group Life Plannot reported in the loaded dataset
    Plan #502 · 808 participants · 2023
  3. 3
    Roy Jorgensen Associates Inc. And Related Companies Group Health Plannot reported in the loaded dataset
    Plan #503 · 552 participants · 2023
  4. 4
    Roy Jorgensen Associates Inc. Vision Plannot reported in the loaded dataset
    Plan #504 · 436 participants · 2023
  5. 5
    Roy Jorgensen Associates Inc. Critical Illness Plannot reported in the loaded dataset
    Plan #506 · 331 participants · 2023
  6. 6
    Roy Jorgensen Associates Inc. Fsanot reported in the loaded dataset
    Plan #505 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roy Jorgensen Associates Inc.. Open one for its full reported snapshot.

  1. 2023
    Roy Jorgensen Associates Inc. And Related Companies Group Health Plan552 participants · 2No schedules
    View filing →
  2. 2023
    Roy Jorgensen Associates Inc. And Related Companies Ltd And Group Life Plan808 participants · 2No schedules
    View filing →
  3. 2023
    Roy Jorgensen Associates Inc. Critical Illness Plan331 participants · 2No schedules
    View filing →
  4. 2023
    Roy Jorgensen Associates Inc. Vision Plan436 participants · 2No schedules
    View filing →
  5. 2023
    Roy Jorgensen Associates Inc. Fsa108 participants · 2No schedules
    View filing →
  6. 2023
    Roy Jorgensen Associates, Inc. Retirement Plan1,247 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roy Jorgensen Associates Inc. report on Form 5500?
Roy Jorgensen Associates Inc. (EIN 52-0850711) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roy Jorgensen Associates Inc.?
The Employer Identification Number (EIN) reported for Roy Jorgensen Associates Inc. is 52-0850711.
What is the latest Form 5500 filing year for Roy Jorgensen Associates Inc.?
The latest loaded Form 5500 filing year for Roy Jorgensen Associates Inc. is 2023.

Related Form 5500 pages