Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Jensen'S Complete Shopping, Inc.)
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, Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Jensen'S Complete Shopping, Inc. under EIN 95-2260279 and plan number 003. The latest loaded filing year is 2023. The filing reports 302 participants and $7,303,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jensen'S Complete Shopping, Inc.
- EIN
- 95-2260279
- Plan number
- 003
- Plan type
- 3
- Location
- Palm Springs, CA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $7,303,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241001175149NAL0004248291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,303,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,303,236
- Net assets (BOY)
- $6,858,716
Income & contributions
- Employer contributions
- $65,405
- Participant contributions
- $371,368
- Total contributions
- $436,773
- Total income / additions
- $1,343,454
Expenses & distributions
- Benefits paid
- $835,665
- Administrative expenses
- $63,269
- Total expenses
- $898,934
- Net increase / (decrease)
- $444,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group LLC | RIA | $25,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $24,566 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp. | OTHER SERVICES | $13,703 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jensen'S Complete Shopping, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palm Springs, CA
- Sageview Advisory Group LLC — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation