401k Plan data: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST plan

JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST
Plan identification number	001

JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

JENSEN DESIGN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JENSEN DESIGN ASSOCIATES, INC.

Employer identification number (EIN): 330770128

NAIC Classification: 541400

Additional information about JENSEN DESIGN ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1997-07-14

Company Identification Number: C2030661

Legal Registered Office Address: 17310 Redhill Ave, Suite #290

Irvine
United States of America (USA)
92714

More information about JENSEN DESIGN ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BILLIE SHORT 2024-03-25
001 2022-01-01 BILLIE SHORT 2023-01-31
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BILLIE SHORT
001 2017-01-01 BILLIE SHORT
001 2016-01-01 BILLIE SHORT
001 2015-01-01 BILLIE SHORT
001 2014-01-01 BILLIE SHORT
001 2013-01-01 BILLIE SHORT
001 2012-01-01 BILLIE SHORT
001 2011-01-01 BILLIE SHORT

Financial Data on JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST

Measure	Date	Value
2021 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$217,068
Expenses. Total of all expenses incurred	2021-12-31	$6,442
Total plan assets at end of year	2021-12-31	$1,335,325
Total plan assets at beginning of year	2021-12-31	$1,124,699
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$11,149
Other income received	2021-12-31	$205,919
Net income (gross income less expenses)	2021-12-31	$210,626
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,335,325
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,124,699
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$160,884
Expenses. Total of all expenses incurred	2020-12-31	$334,781
Benefits paid (including direct rollovers)	2020-12-31	$328,865
Total plan assets at end of year	2020-12-31	$1,124,699
Total plan assets at beginning of year	2020-12-31	$1,298,596
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$21,163
Other income received	2020-12-31	$139,721
Net income (gross income less expenses)	2020-12-31	$-173,897
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,124,699
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,298,596
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$355,999
Expenses. Total of all expenses incurred	2019-12-31	$427,616
Benefits paid (including direct rollovers)	2019-12-31	$420,972
Total plan assets at end of year	2019-12-31	$1,298,596
Total plan assets at beginning of year	2019-12-31	$1,370,213
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$44,182
Other income received	2019-12-31	$311,817
Net income (gross income less expenses)	2019-12-31	$-71,617
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,298,596
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,370,213
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-79,612
Expenses. Total of all expenses incurred	2018-12-31	$16,532
Benefits paid (including direct rollovers)	2018-12-31	$8,297
Total plan assets at end of year	2018-12-31	$1,370,213
Total plan assets at beginning of year	2018-12-31	$1,466,357
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$40,961
Other income received	2018-12-31	$-120,573
Net income (gross income less expenses)	2018-12-31	$-96,144
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,370,213
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,466,357
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$277,263
Expenses. Total of all expenses incurred	2017-12-31	$7,095
Total plan assets at end of year	2017-12-31	$1,466,357
Total plan assets at beginning of year	2017-12-31	$1,196,189
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$44,277
Other income received	2017-12-31	$232,986
Net income (gross income less expenses)	2017-12-31	$270,168
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,466,357
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,196,189
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,095
2016 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$161,572
Expenses. Total of all expenses incurred	2016-12-31	$5,892
Total plan assets at end of year	2016-12-31	$1,196,189
Total plan assets at beginning of year	2016-12-31	$1,040,509
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$45,835
Other income received	2016-12-31	$115,737
Net income (gross income less expenses)	2016-12-31	$155,680
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,196,189
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,040,509
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,892
2015 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$8,892
Expenses. Total of all expenses incurred	2015-12-31	$18,560
Benefits paid (including direct rollovers)	2015-12-31	$12,757
Total plan assets at end of year	2015-12-31	$1,040,509
Total plan assets at beginning of year	2015-12-31	$1,050,177
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$40,582
Other income received	2015-12-31	$-31,690
Net income (gross income less expenses)	2015-12-31	$-9,668
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,040,509
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,050,177
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,803
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$223,860
Expenses. Total of all expenses incurred	2014-12-31	$4,961
Total plan assets at end of year	2014-12-31	$1,050,177
Total plan assets at beginning of year	2014-12-31	$831,278
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$45,902
Contributions received from other sources (not participants or employers)	2014-12-31	$126,808
Other income received	2014-12-31	$51,150
Net income (gross income less expenses)	2014-12-31	$218,899
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,050,177
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$831,278
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,961
2013 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$182,914
Expenses. Total of all expenses incurred	2013-12-31	$4,822
Total plan assets at end of year	2013-12-31	$831,278
Total plan assets at beginning of year	2013-12-31	$653,186
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$41,542
Other income received	2013-12-31	$141,372
Net income (gross income less expenses)	2013-12-31	$178,092
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$831,278
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$653,186
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,822
2012 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$126,222
Expenses. Total of all expenses incurred	2012-12-31	$4,539
Total plan assets at end of year	2012-12-31	$653,186
Total plan assets at beginning of year	2012-12-31	$531,503
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$40,364
Other income received	2012-12-31	$85,858
Net income (gross income less expenses)	2012-12-31	$121,683
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$653,186
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$531,503
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,539
2011 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$24,526
Expenses. Total of all expenses incurred	2011-12-31	$6,290
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$531,503
Total plan assets at beginning of year	2011-12-31	$513,267
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$38,901
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,375
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$18,236
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$531,503
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$513,267
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,290
2010 : JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$105,232
Expenses. Total of all expenses incurred	2010-12-31	$12,550
Benefits paid (including direct rollovers)	2010-12-31	$9,373
Total plan assets at end of year	2010-12-31	$513,267
Total plan assets at beginning of year	2010-12-31	$420,585
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$43,225
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$62,007
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$92,682
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$513,267
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$420,585
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST

2021: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JENSEN DESIGN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

JENSEN DESIGN & SURVEY, INC. 401K PROFIT SHARING PLAN [EIN = 770530679]

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Company Name:	JENSEN DESIGN ASSOCIATES, INC.
Employer identification number (EIN):	330770128
NAIC Classification:	541400

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1997-07-14
Company Identification Number:	C2030661
Legal Registered Office Address:	17310 Redhill Ave, Suite #290 Irvine United States of America (USA) 92714

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BILLIE SHORT	2024-03-25
001	2022-01-01	BILLIE SHORT	2023-01-31
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BILLIE SHORT
001	2017-01-01	BILLIE SHORT
001	2016-01-01	BILLIE SHORT
001	2015-01-01	BILLIE SHORT
001	2014-01-01	BILLIE SHORT
001	2013-01-01	BILLIE SHORT
001	2012-01-01	BILLIE SHORT
001	2011-01-01	BILLIE SHORT