JENSEN DESIGN & SURVEY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JENSEN DESIGN & SURVEY, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JENSEN DESIGN & SURVEY, INC. 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-03 | -7150292 |
| Total liabilities as of the end of the plan year | 2025-02-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-03 | 0 |
| Net assets as of the end of the plan year | 2025-02-03 | 0 |
| Total assets as of the beginning of the plan year | 2025-02-03 | 7115825 |
| Value of plan covered by a fidelity bond | 2025-02-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-02-03 | 0 |
| Other expenses paid from plan in this plan year | 2025-02-03 | 0 |
| Other contributions to plan in this plan year | 2025-02-03 | 0 |
| Other income to plan in this plan year | 2025-02-03 | 34467 |
| Plan net income in this plan year | 2025-02-03 | 34467 |
| Net assets as of the end of the plan year | 2025-02-03 | 0 |
| Net assets as of the beginning of the plan year | 2025-02-03 | 7115825 |
| Employer contributions to plan in this plan year | 2025-02-03 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-03 | 0 |
| Total transfers to/from plan in this plan year | 2025-01-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-01-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-15 | 709836 |
| Net assets as of the end of the plan year | 2025-01-15 | 7115825 |
| Total assets as of the beginning of the plan year | 2025-01-15 | 6769616 |
| Value of plan covered by a fidelity bond | 2025-01-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-01-15 | 208993 |
| Other expenses paid from plan in this plan year | 2025-01-15 | 0 |
| Other contributions to plan in this plan year | 2025-01-15 | 0 |
| Other income to plan in this plan year | 2025-01-15 | 749787 |
| Plan net income in this plan year | 2025-01-15 | 346209 |
| Net assets as of the end of the plan year | 2025-01-15 | 7115825 |
| Net assets as of the beginning of the plan year | 2025-01-15 | 6769616 |
| Employer contributions to plan in this plan year | 2025-01-15 | 97265 |
| Fees paid to broker by Benefit Provider | 2025-01-15 | 7258 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-15 | 60698 |
| 2024 : JENSEN DESIGN & SURVEY, INC. 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-02-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-29 | 167409 |
| Net assets as of the end of the plan year | 2024-02-29 | 6769616 |
| Total assets as of the beginning of the plan year | 2024-02-29 | 5811227 |
| Value of plan covered by a fidelity bond | 2024-02-29 | 500000 |
| Participant contributions to plan in this plan year | 2024-02-29 | 219314 |
| Other expenses paid from plan in this plan year | 2024-02-29 | 0 |
| Other contributions to plan in this plan year | 2024-02-29 | 6043 |
| Other income to plan in this plan year | 2024-02-29 | 728875 |
| Plan net income in this plan year | 2024-02-29 | 958389 |
| Net assets as of the end of the plan year | 2024-02-29 | 6769616 |
| Net assets as of the beginning of the plan year | 2024-02-29 | 5811227 |
| Employer contributions to plan in this plan year | 2024-02-29 | 171566 |
| Fees paid to broker by Benefit Provider | 2024-02-29 | 6399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-29 | 55053 |
| 2022 : JENSEN DESIGN & SURVEY, INC. 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-26 | 527720 |
| Net assets as of the end of the plan year | 2022-09-26 | 7691400 |
| Total assets as of the beginning of the plan year | 2022-09-26 | 6828484 |
| Value of plan covered by a fidelity bond | 2022-09-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-26 | 278218 |
| Other expenses paid from plan in this plan year | 2022-09-26 | 0 |
| Other contributions to plan in this plan year | 2022-09-26 | 0 |
| Other income to plan in this plan year | 2022-09-26 | 900137 |
| Plan net income in this plan year | 2022-09-26 | 862916 |
| Net assets as of the end of the plan year | 2022-09-26 | 7691400 |
| Net assets as of the beginning of the plan year | 2022-09-26 | 6828484 |
| Employer contributions to plan in this plan year | 2022-09-26 | 212281 |
| Fees paid to broker by Benefit Provider | 2022-09-26 | 9202 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-26 | 65251 |