Jensen Hughes 401(K) Plan — Form 5500 plan (Jensen Hughes, Inc.)
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 Hughes 401(K) Plan is a benefit plan reported by Jensen Hughes, Inc. under EIN 52-1199515 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,336 participants and $228,147,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jensen Hughes, Inc.
- EIN
- 52-1199515
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,336
- End-of-year plan assets
- $228,147,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,336 | H, C | 20241014085858NAL0026864033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,147,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,147,989
- Net assets (BOY)
- $193,605,877
Income & contributions
- Employer contributions
- $4,873,130
- Participant contributions
- $10,859,714
- Total contributions
- $16,919,675
- Total income / additions
- $52,775,093
Expenses & distributions
- Benefits paid
- $19,825,539
- Administrative expenses
- $127,632
- Total expenses
- $19,956,150
- Net increase / (decrease)
- $32,818,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $69,719 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| The Lampo Group, Inc. | NONE | $11,448 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | NONE | $10,465 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jensen Hughes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- T Rowe Price Rps Inc — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- The Lampo Group, Inc. — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation