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DONOVAN & JORGENSON, INC. 401(K) PLAN 401k Plan overview

Plan NameDONOVAN & JORGENSON, INC. 401(K) PLAN
Plan identification number 001

DONOVAN & JORGENSON, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DONOVAN & JORGENSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:DONOVAN & JORGENSON, INC.
Employer identification number (EIN):391558599
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONOVAN & JORGENSON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DARLENE DONOVAN2013-06-27 JOSEPH DONOVAN2013-06-27
0012011-01-01DARLENE DONOVAN2012-05-22 JOSEPH DONOVAN2012-05-22
0012010-01-01DARLENE DONOVAN2011-09-27 JOSEPH DONOVAN2011-09-27

Financial Data on DONOVAN & JORGENSON, INC. 401(K) PLAN

Measure Date Value
2025 : DONOVAN & JORGENSON, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-210
Total liabilities as of the beginning of the plan year2025-03-210
Total expenses incurred by plan in this plan year2025-03-2182982
Net assets as of the end of the plan year2025-03-212034131
Total assets as of the beginning of the plan year2025-03-211764969
Value of plan covered by a fidelity bond2025-03-21100000
Participant contributions to plan in this plan year2025-03-21103171
Value of participant loans at end of plan year2025-03-217672
Other income to plan in this plan year2025-03-21246393
Plan net income in this plan year2025-03-21269162
Net assets as of the end of the plan year2025-03-212034131
Net assets as of the beginning of the plan year2025-03-211764969
Employer contributions to plan in this plan year2025-03-212580
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-21350
2024 : DONOVAN & JORGENSON, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-0818463
Net assets as of the end of the plan year2024-07-081764969
Total assets as of the beginning of the plan year2024-07-081420738
Value of plan covered by a fidelity bond2024-07-08100000
Participant contributions to plan in this plan year2024-07-0896990
Value of participant loans at end of plan year2024-07-0810610
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08263199
Plan net income in this plan year2024-07-08344231
Net assets as of the end of the plan year2024-07-081764969
Net assets as of the beginning of the plan year2024-07-081420738
Employer contributions to plan in this plan year2024-07-082505
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0850
2022 : DONOVAN & JORGENSON, INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-04-160
Net assets as of the end of the plan year2022-04-161656980
Total assets as of the beginning of the plan year2022-04-161349627
Value of plan covered by a fidelity bond2022-04-16100000
Participant contributions to plan in this plan year2022-04-16100634
Other income to plan in this plan year2022-04-16204184
Plan net income in this plan year2022-04-16307353
Net assets as of the end of the plan year2022-04-161656980
Net assets as of the beginning of the plan year2022-04-161349627
Employer contributions to plan in this plan year2022-04-162535

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