401k Plan data: JORGENSEN ASSOCIATES RETIREMENT PLAN plan

JORGENSEN ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	JORGENSEN ASSOCIATES RETIREMENT PLAN
Plan identification number	001

JORGENSEN ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JORGENSEN ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JORGENSEN ASSOCIATES, P.C.

Employer identification number (EIN): 830255572

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about JORGENSEN ASSOCIATES, P.C.

Jurisdiction of Incorporation: Wyoming Corporations Division

Incorporation Date: 1981-12-21

Company Identification Number: 000187887

Legal Registered Office Address: 1315 S. Hwy 89, Suite 201
PO Box 9550
Jackson
United States of America (USA)
83002

More information about JORGENSEN ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORGENSEN ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 TERESA ZULLO 2013-06-19
001 2011-01-01 TERESA ZULLO 2012-07-02 TERESA ZULLO 2012-07-02
001 2010-01-01 TERRI ZULLO 2011-06-10 TERRI ZULLO 2011-06-10
001 2008-01-01 TERRI ZULLO TERRI ZULLO 2012-02-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	TERESA ZULLO	2013-06-19
001	2011-01-01	TERESA ZULLO	2012-07-02	TERESA ZULLO	2012-07-02
001	2010-01-01	TERRI ZULLO	2011-06-10	TERRI ZULLO	2011-06-10
001	2008-01-01	TERRI ZULLO		TERRI ZULLO	2012-02-07

Plan Statistics for JORGENSEN ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for JORGENSEN ASSOCIATES RETIREMENT PLAN

Measure Date Value
2008: JORGENSEN ASSOCIATES RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 29
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 8
Total of all active and inactive participants 2008-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 37
Number of participants with account balances 2008-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: JORGENSEN ASSOCIATES RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	29
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	8
Total of all active and inactive participants	2008-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	37
Number of participants with account balances	2008-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on JORGENSEN ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2008 : JORGENSEN ASSOCIATES RETIREMENT PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-424,857
Expenses. Total of all expenses incurred	2008-12-31	$202,948
Benefits paid (including direct rollovers)	2008-12-31	$201,482
Total plan assets at end of year	2008-12-31	$1,441,943
Total plan assets at beginning of year	2008-12-31	$2,069,748
Value of fidelity bond covering the plan	2008-12-31	$250,000
Total contributions received or receivable from participants	2008-12-31	$152,895
Expenses. Other expenses not covered elsewhere	2008-12-31	$1,466
Other income received	2008-12-31	$-642,210
Net income (gross income less expenses)	2008-12-31	$-627,805
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$1,441,943
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$2,069,748
Total contributions received or receivable from employer(s)	2008-12-31	$64,458

Form 5500 Responses for JORGENSEN ASSOCIATES RETIREMENT PLAN

2008: JORGENSEN ASSOCIATES RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

100409

Policy instance

Insurance contract or identification number	100409
Number of Individuals Covered	37
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $551
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

JORGENSEN ASSOCIATES, INC. 401 K PROFIT SHARING PLAN [EIN = 202816363]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JORGENSEN ASSOCIATES, P.C.
Employer identification number (EIN):	830255572
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Wyoming Corporations Division
Incorporation Date:	1981-12-21
Company Identification Number:	000187887
Legal Registered Office Address:	1315 S. Hwy 89, Suite 201 PO Box 9550 Jackson United States of America (USA) 83002