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JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJENSEN & JENSEN DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JENSEN & JENSEN has sponsored the creation of one or more 401k plans.

Company Name:JENSEN & JENSEN
Employer identification number (EIN):133845870
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-12-31
0012015-12-31
0012014-12-31
0012013-12-31
0012012-12-31PETER T JENSEN2014-10-07 PETER T JENSEN2014-10-07
0012011-12-31PETER T JENSEN2013-08-08 PETER T JENSEN2013-08-08
0012010-12-31PETER T JENSEN2012-09-13 PETER T JENSEN2012-09-13
0012008-12-31

Plan Statistics for JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-30357,814
Acturial value of plan assets2017-12-30357,814
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-301
Fundng target for terminated vested participants2017-12-303,697
Active participant vested funding target2017-12-30291,297
Number of active participants2017-12-309
Total funding liabilities for active participants2017-12-30291,297
Total participant count2017-12-3010
Total funding target for all participants2017-12-30294,994
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-300
Present value of excess contributions2017-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-300
Total employer contributions2017-12-300
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-300
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-300
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Waived amount of outstanding balance2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-300
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-300
Contributions allocatedtoward minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300

Form 5500 Responses for JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN

2008: JENSEN & JENSEN DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

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