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 & Co. Employee Stock Ownership Plan And Trust is a benefit plan reported by Jorgensen & Sons, Inc. under EIN 94-1477041 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $6,916,704 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,916,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,916,704
- Net assets (BOY)
- $6,192,611
Income & contributions
- Employer contributions
- $413,143
- Participant contributions
- $0
- Total contributions
- $413,143
- Total income / additions
- $1,137,236
Expenses & distributions
- Benefits paid
- $400,210
- Administrative expenses
- $12,933
- Total expenses
- $413,143
- Net increase / (decrease)
- $724,093