Plain-English plan 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, Jorgensen & Sons, Inc. 401(K) Retirement Plan is a benefit plan reported by Jorgensen & Sons, Inc. under EIN 94-1477041 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $4,432,026 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,432,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,432,026
- Net assets (BOY)
- $4,168,559
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $306,277
- Total contributions
- $306,277
- Total income / additions
- $942,536
Expenses & distributions
- Benefits paid
- $599,199
- Administrative expenses
- $62,970
- Total expenses
- $679,069
- Net increase / (decrease)
- $263,467