2023 Form 5500 filing — Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001175149NAL0004248291001) for Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan, reported by Jensen'S Complete Shopping, Inc. under EIN 95-2260279 and plan number 003. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001175149NAL0004248291001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jensen'S Complete Shopping, Inc.
- EIN
- 95-2260279
- Plan number
- 003
- Location
- Palm Springs, CA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,303,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,303,236
- Employer contributions
- $65,405
- Participant contributions
- $371,368
- Total income / additions
- $1,343,454
- Benefits paid
- $835,665
- Administrative expenses
- $63,269
- Total expenses
- $898,934
- Net increase / (decrease)
- $444,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | RIA | $25,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $24,566 | not reported in the loaded dataset |
| Actuarial Benefits Corp. | OTHER SERVICES | $13,703 | not reported in the loaded dataset |