401k Plan data: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST plan

MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST
Plan identification number	001

MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MARK A, JORGENSEN & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: MARK A, JORGENSEN & ASSOCIATES, INC

Employer identification number (EIN): 263674265

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MARK JORGENSEN 2021-08-09
001 2020-01-01 MARK JORGENSEN 2021-08-09
001 2019-01-01 MARK JORGENSEN 2020-05-14
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 MARK A JORGENSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	MARK JORGENSEN	2021-08-09
001	2020-01-01	MARK JORGENSEN	2021-08-09
001	2019-01-01	MARK JORGENSEN	2020-05-14
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	MARK A JORGENSEN

Plan Statistics for MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST

Measure Date Value
2021: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2021 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-07-01	$-17,737
Expenses. Total of all expenses incurred	2021-07-01	$346,076
Benefits paid (including direct rollovers)	2021-07-01	$344,900
Total plan assets at end of year	2021-07-01	$0
Total plan assets at beginning of year	2021-07-01	$363,813
Value of fidelity bond covering the plan	2021-07-01	$80,000
Total contributions received or receivable from participants	2021-07-01	$3,343
Other income received	2021-07-01	$-22,635
Net income (gross income less expenses)	2021-07-01	$-363,813
Net plan assets at end of year (total assets less liabilities)	2021-07-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-07-01	$363,813
Assets. Value of employer securities	2021-07-01	$0
Total contributions received or receivable from employer(s)	2021-07-01	$1,555
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-01	$1,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-01	$0
2020 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$12,675
Expenses. Total of all expenses incurred	2020-12-31	$1,448
Total plan assets at end of year	2020-12-31	$363,813
Total plan assets at beginning of year	2020-12-31	$352,586
Value of fidelity bond covering the plan	2020-12-31	$80,000
Total contributions received or receivable from participants	2020-12-31	$15,872
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,448
Other income received	2020-12-31	$-9,171
Net income (gross income less expenses)	2020-12-31	$11,227
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$363,813
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$352,586
Assets. Value of employer securities	2020-12-31	$137,126
Total contributions received or receivable from employer(s)	2020-12-31	$5,974
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$63,666
Expenses. Total of all expenses incurred	2019-12-31	$1,540
Total plan assets at end of year	2019-12-31	$352,586
Total plan assets at beginning of year	2019-12-31	$290,460
Value of fidelity bond covering the plan	2019-12-31	$80,000
Total contributions received or receivable from participants	2019-12-31	$30,412
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,540
Other income received	2019-12-31	$30,907
Net income (gross income less expenses)	2019-12-31	$62,126
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$352,586
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$290,460
Assets. Value of employer securities	2019-12-31	$171,680
Total contributions received or receivable from employer(s)	2019-12-31	$2,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$3,659
Total income from all sources	2018-12-31	$-13,261
Expenses. Total of all expenses incurred	2018-12-31	$1,285
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$290,460
Total plan assets at beginning of year	2018-12-31	$308,665
Value of fidelity bond covering the plan	2018-12-31	$80,000
Total contributions received or receivable from participants	2018-12-31	$29,347
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,285
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-46,267
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-14,546
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$290,460
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$305,006
Assets. Value of employer securities	2018-12-31	$169,936
Total contributions received or receivable from employer(s)	2018-12-31	$3,659
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$3,659
Total plan liabilities at beginning of year	2017-12-31	$8,859
Total income from all sources	2017-12-31	$128,799
Expenses. Total of all expenses incurred	2017-12-31	$689
Total plan assets at end of year	2017-12-31	$308,665
Total plan assets at beginning of year	2017-12-31	$185,755
Value of fidelity bond covering the plan	2017-12-31	$80,000
Total contributions received or receivable from participants	2017-12-31	$23,200
Other income received	2017-12-31	$100,399
Net income (gross income less expenses)	2017-12-31	$128,110
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$305,006
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$176,896
Assets. Value of employer securities	2017-12-31	$208,899
Total contributions received or receivable from employer(s)	2017-12-31	$5,200
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$8,859
Total plan liabilities at beginning of year	2016-12-31	$12,939
Total income from all sources	2016-12-31	$-451,379
Expenses. Total of all expenses incurred	2016-12-31	$121
Total plan assets at end of year	2016-12-31	$185,755
Total plan assets at beginning of year	2016-12-31	$641,335
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$13,200
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-468,659
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-451,500
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$176,896
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$628,396
Assets. Value of employer securities	2016-12-31	$117,929
Total contributions received or receivable from employer(s)	2016-12-31	$4,080
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$12,939
Total plan liabilities at beginning of year	2015-12-31	$6,050
Total income from all sources	2015-12-31	$377,901
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$641,335
Total plan assets at beginning of year	2015-12-31	$256,545
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$11,500
Other income received	2015-12-31	$361,791
Net income (gross income less expenses)	2015-12-31	$377,901
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$628,396
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$250,495
Assets. Value of employer securities	2015-12-31	$590,907
Total contributions received or receivable from employer(s)	2015-12-31	$4,610
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST

2021: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARK A, JORGENSEN & ASSOCIATES, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK A, JORGENSEN & ASSOCIATES, INC
Employer identification number (EIN):	263674265
NAIC Classification:	541600