JORGENSEN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JORGENSEN & ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for JORGENSEN & ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-30 | 11 |
| Total number of particpants at end of year | 2025-07-30 | 11 |
| Number of Participants With Account Balances | 2025-07-30 | 7 |
| 2024: JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-19 | 11 |
| Total number of particpants at end of year | 2024-06-19 | 11 |
| Number of Participants With Account Balances | 2024-06-19 | 7 |
| 2022: JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-27 | 10 |
| Total number of particpants at end of year | 2022-07-27 | 10 |
| Number of Participants With Account Balances | 2022-07-27 | 7 |
| 2008: JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 3 |
| Total of all active and inactive participants | 2008-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 13 |
| Number of participants with account balances | 2008-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 14436 |
| Net assets as of the end of the plan year | 2025-07-30 | 912986 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 752426 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 21282 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 2033 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 150670 |
| Plan net income in this plan year | 2025-07-30 | 160560 |
| Net assets as of the end of the plan year | 2025-07-30 | 912986 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 752426 |
| Employer contributions to plan in this plan year | 2025-07-30 | 3044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 0 |
| 2024 : JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-19 | 1151 |
| Net assets as of the end of the plan year | 2024-06-19 | 752426 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 576354 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-19 | 20917 |
| Other expenses paid from plan in this plan year | 2024-06-19 | 0 |
| Other contributions to plan in this plan year | 2024-06-19 | 0 |
| Other income to plan in this plan year | 2024-06-19 | 153325 |
| Plan net income in this plan year | 2024-06-19 | 176072 |
| Net assets as of the end of the plan year | 2024-06-19 | 752426 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 576354 |
| Employer contributions to plan in this plan year | 2024-06-19 | 2981 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-19 | 1151 |
| 2022 : JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-27 | 7589 |
| Net assets as of the end of the plan year | 2022-07-27 | 738508 |
| Total assets as of the beginning of the plan year | 2022-07-27 | 630059 |
| Value of plan covered by a fidelity bond | 2022-07-27 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-27 | 25913 |
| Other expenses paid from plan in this plan year | 2022-07-27 | 0 |
| Other contributions to plan in this plan year | 2022-07-27 | 0 |
| Other income to plan in this plan year | 2022-07-27 | 86465 |
| Plan net income in this plan year | 2022-07-27 | 108449 |
| Net assets as of the end of the plan year | 2022-07-27 | 738508 |
| Net assets as of the beginning of the plan year | 2022-07-27 | 630059 |
| Employer contributions to plan in this plan year | 2022-07-27 | 3660 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-27 | 1257 |
| 2008 : JORGENSEN & ASSOCIATES, INC. 401(K) PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-45,534 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $138 |
| Total plan assets at end of year | 2008-12-31 | $125,872 |
| Total plan assets at beginning of year | 2008-12-31 | $171,544 |
| Value of fidelity bond covering the plan | 2008-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $9,920 |
| Other income received | 2008-12-31 | $-57,035 |
| Net income (gross income less expenses) | 2008-12-31 | $-45,672 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $125,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $171,544 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $1,581 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $138 |
