ROBERT L. JENSEN & ASSOCIATES has sponsored the creation of one or more 401k plans.
Additional information about ROBERT L. JENSEN & ASSOCIATES
Submission information for form 5500 for 401k plan ROBERT L. JENSEN & ASSOCIATES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT L. JENSEN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-23 | 508901 |
| Net assets as of the end of the plan year | 2025-05-23 | 3592405 |
| Total assets as of the beginning of the plan year | 2025-05-23 | 3455124 |
| Value of plan covered by a fidelity bond | 2025-05-23 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-23 | 126575 |
| Other income to plan in this plan year | 2025-05-23 | 474598 |
| Plan net income in this plan year | 2025-05-23 | 137281 |
| Net assets as of the end of the plan year | 2025-05-23 | 3592405 |
| Net assets as of the beginning of the plan year | 2025-05-23 | 3455124 |
| Employer contributions to plan in this plan year | 2025-05-23 | 45009 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-23 | 25121 |
| 2024 : ROBERT L. JENSEN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-25 | 164100 |
| Net assets as of the end of the plan year | 2024-06-25 | 3455124 |
| Total assets as of the beginning of the plan year | 2024-06-25 | 2893935 |
| Value of plan covered by a fidelity bond | 2024-06-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-25 | 118184 |
| Other income to plan in this plan year | 2024-06-25 | 555287 |
| Plan net income in this plan year | 2024-06-25 | 561189 |
| Net assets as of the end of the plan year | 2024-06-25 | 3455124 |
| Net assets as of the beginning of the plan year | 2024-06-25 | 2893935 |
| Employer contributions to plan in this plan year | 2024-06-25 | 51818 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-25 | 22337 |
| 2022 : ROBERT L. JENSEN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-07 | 269429 |
| Net assets as of the end of the plan year | 2022-10-07 | 3570227 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 3148829 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 117120 |
| Other income to plan in this plan year | 2022-10-07 | 518811 |
| Plan net income in this plan year | 2022-10-07 | 421398 |
| Net assets as of the end of the plan year | 2022-10-07 | 3570227 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 3148829 |
| Employer contributions to plan in this plan year | 2022-10-07 | 54896 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 20485 |
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