2023 Form 5500 filing — Jensen Hughes 401(K) 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 20241014085858NAL0026864033001) for Jensen Hughes 401(K) Plan, reported by Jensen Hughes, Inc. under EIN 52-1199515 and plan number 001. It reports 1,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085858NAL0026864033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jensen Hughes, Inc.
- EIN
- 52-1199515
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 1,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,147,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,147,989
- Employer contributions
- $4,873,130
- Participant contributions
- $10,859,714
- Total income / additions
- $52,775,093
- Benefits paid
- $19,825,539
- Administrative expenses
- $127,632
- Total expenses
- $19,956,150
- Net increase / (decrease)
- $32,818,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $69,719 | $0 |
| Gallagher Fiduciary Advisors, LLC | NONE | $24,000 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | NONE | $12,000 | not reported in the loaded dataset |
| The Lampo Group, Inc. | NONE | $11,448 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | NONE | $10,465 | not reported in the loaded dataset |