Jensen Usa, Inc. 401(K) Plan — Form 5500 plan (Jensen U.S.A.)

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 Usa, Inc. 401(K) Plan is a benefit plan reported by Jensen U.S.A. under EIN 56-1226715 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $12,274,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jensen U.S.A.
EIN
56-1226715
Plan number
001
Plan type
2
Location
Panama City, FL
Latest filing year
2023
Participants
159
End-of-year plan assets
$12,274,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241013092738NAL0012370979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,274,053
Total liabilities (EOY)
$0
Net assets (EOY)
$12,274,053
Net assets (BOY)
$11,337,796

Income & contributions

Employer contributions
$197,167
Participant contributions
$727,295
Total contributions
$926,824
Total income / additions
$2,957,699

Expenses & distributions

Benefits paid
$2,016,782
Administrative expenses
$2,115
Total expenses
$2,021,442
Net increase / (decrease)
$936,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,115$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages