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DR. RICHARD JENSON, DDS 401(K) PLAN 401k Plan overview

Plan NameDR. RICHARD JENSON, DDS 401(K) PLAN
Plan identification number 001

DR. RICHARD JENSON, DDS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD H. JENSON, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H. JENSON, DDS, PC
Employer identification number (EIN):020689696
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. RICHARD JENSON, DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD JENSON2024-02-16
0012022-01-01RICHARD JENSON2023-09-29
0012021-01-01RICHARD JENSON2022-08-27
0012020-01-01RICHARD JENSON2021-05-28
0012019-01-01RICHARD JENSON2020-03-25
0012018-01-01RICHARD JENSON2019-07-19
0012017-01-01
0012016-01-01RICHARD JENSON2017-06-19
0012015-01-01RICHARD JENSON2016-07-26
0012014-01-01RICHARD JENSON2015-05-15
0012013-01-01RICHARD JENSON2014-06-23
0012012-01-01RICHARD JENSON2014-06-23
0012011-01-01KIMBERLY JENSON KIMBERLY JENSON2012-08-03
0012010-01-01KIMBERLY JENSON
0012009-01-01KIMBERLY JENSON

Financial Data on DR. RICHARD JENSON, DDS 401(K) PLAN

Measure Date Value
2025 : DR. RICHARD JENSON, DDS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0519568
Net assets as of the end of the plan year2025-04-051471979
Total assets as of the beginning of the plan year2025-04-051137369
Value of plan covered by a fidelity bond2025-04-05200000
Participant contributions to plan in this plan year2025-04-0547937
Other contributions to plan in this plan year2025-04-05128862
Other income to plan in this plan year2025-04-05161830
Plan net income in this plan year2025-04-05334610
Net assets as of the end of the plan year2025-04-051471979
Net assets as of the beginning of the plan year2025-04-051137369
Employer contributions to plan in this plan year2025-04-0515549
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-056180
2024 : DR. RICHARD JENSON, DDS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-163916
Net assets as of the end of the plan year2024-02-161137369
Total assets as of the beginning of the plan year2024-02-16888679
Value of plan covered by a fidelity bond2024-02-16100000
Participant contributions to plan in this plan year2024-02-1630101
Other income to plan in this plan year2024-02-16171468
Plan net income in this plan year2024-02-16248690
Net assets as of the end of the plan year2024-02-161137369
Net assets as of the beginning of the plan year2024-02-16888679
Employer contributions to plan in this plan year2024-02-1651037
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-163916
2022 : DR. RICHARD JENSON, DDS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-273278
Net assets as of the end of the plan year2022-08-27997982
Total assets as of the beginning of the plan year2022-08-27809243
Value of plan covered by a fidelity bond2022-08-27100000
Participant contributions to plan in this plan year2022-08-2723596
Other income to plan in this plan year2022-08-27121174
Plan net income in this plan year2022-08-27188739
Net assets as of the end of the plan year2022-08-27997982
Net assets as of the beginning of the plan year2022-08-27809243
Employer contributions to plan in this plan year2022-08-2747247
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-273278
2011 : DR. RICHARD JENSON, DDS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$15,343
Expenses. Total of all expenses incurred2011-12-31$50
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$89,200
Total plan assets at beginning of year2011-12-31$73,907
Total contributions received or receivable from participants2011-12-31$15,866
Expenses. Other expenses not covered elsewhere2011-12-31$50
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-4,903
Net income (gross income less expenses)2011-12-31$15,293
Net plan assets at end of year (total assets less liabilities)2011-12-31$89,200
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$73,907
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$4,380
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : DR. RICHARD JENSON, DDS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$30,619
Expenses. Total of all expenses incurred2010-12-31$16,215
Benefits paid (including direct rollovers)2010-12-31$16,140
Total plan assets at end of year2010-12-31$73,907
Total plan assets at beginning of year2010-12-31$59,503
Total contributions received or receivable from participants2010-12-31$19,030
Expenses. Other expenses not covered elsewhere2010-12-31$75
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,642
Net income (gross income less expenses)2010-12-31$14,404
Net plan assets at end of year (total assets less liabilities)2010-12-31$73,907
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$59,503
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$5,947
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : DR. RICHARD JENSON, DDS 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for DR. RICHARD JENSON, DDS 401(K) PLAN

2011: DR. RICHARD JENSON, DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DR. RICHARD JENSON, DDS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DR. RICHARD JENSON, DDS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809527
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809527
Policy instance 1

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