How many benefit plans does Jorgensen & Sons, Inc. report on Form 5500?

Jorgensen & Sons, Inc. (EIN 94-1477041) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Jorgensen & Sons, Inc.?

The Employer Identification Number (EIN) reported for Jorgensen & Sons, Inc. is 94-1477041.

What is the latest Form 5500 filing year for Jorgensen & Sons, Inc.?

The latest loaded Form 5500 filing year for Jorgensen & Sons, Inc. is 2023.

Jorgensen & Sons, 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, Jorgensen & Sons, Inc. (EIN 94-1477041) is a plan sponsor located in Fresno, CA with 2 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: 94-1477041
Location: Fresno, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,348,730
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,348,730

Contributions & income

Employer contributions: $413,143
Participant contributions: $306,277
Total income / additions: $2,079,772

Expenses & distributions

Benefits paid / distributions: $999,409
Total expenses: $1,092,212
Net increase / (decrease): $987,560

Coverage

Total reported participants: 465
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Jorgensen & Sons, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Jorgensen & Co. Employee Stock Ownership Plan And Trust	003	193	$6,916,704	2023
Jorgensen & Sons, Inc. 401(K) Retirement Plan	002	167	$4,432,026	2023
Jorgensen & Sons, Inc. Health & Welfare Plan	501	105	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jorgensen & Sons, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Jorgensen & Sons, Inc. 401(K) Retirement Plan	167	H, C	20241009144735NAL0019464449001
2023	Jorgensen & Co. Employee Stock Ownership Plan And Trust	193	H, C	20241015132837NAL0014718595001
2023	Jorgensen & Sons, Inc. Health & Welfare Plan	105	—	20250519124106NAL0000763683001