Jensen Builders Ltd. Employee Stock Ownership Plan — Form 5500 plan (Jensen Builders Ltd.)
Plain-English plan 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, Jensen Builders Ltd. Employee Stock Ownership Plan is a benefit plan reported by Jensen Builders Ltd. under EIN 42-1204299 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $38,540,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jensen Builders Ltd.
- EIN
- 42-1204299
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Dodge, IA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $38,540,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H | 20250515091958NAL0014674627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,540,000
- Total liabilities (EOY)
- $75,189,479
- Net assets (EOY)
- -$36,649,479
- Net assets (BOY)
- -$60,914,570
Income & contributions
- Employer contributions
- $3,005,088
- Total contributions
- $3,005,088
- Total income / additions
- $26,865,088
Expenses & distributions
- Benefits paid
- $2,599,997
- Administrative expenses
- $0
- Total expenses
- $2,599,997
- Net increase / (decrease)
- $24,265,091
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.