SIEGFRIED & JENSEN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-18 | 487223 |
| Net assets as of the end of the plan year | 2025-09-18 | 7286846 |
| Total assets as of the beginning of the plan year | 2025-09-18 | 6281833 |
| Value of plan covered by a fidelity bond | 2025-09-18 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-18 | 465288 |
| Other income to plan in this plan year | 2025-09-18 | 902406 |
| Plan net income in this plan year | 2025-09-18 | 1005013 |
| Net assets as of the end of the plan year | 2025-09-18 | 7286846 |
| Net assets as of the beginning of the plan year | 2025-09-18 | 6281833 |
| Employer contributions to plan in this plan year | 2025-09-18 | 124542 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-18 | 52658 |
| Total expenses incurred by plan in this plan year | 2025-04-14 | 1240672 |
| Net assets as of the end of the plan year | 2025-04-14 | 6281833 |
| Total assets as of the beginning of the plan year | 2025-04-14 | 5803494 |
| Value of plan covered by a fidelity bond | 2025-04-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-14 | 417482 |
| Other contributions to plan in this plan year | 2025-04-14 | 169491 |
| Other income to plan in this plan year | 2025-04-14 | 1031652 |
| Plan net income in this plan year | 2025-04-14 | 478339 |
| Net assets as of the end of the plan year | 2025-04-14 | 6281833 |
| Net assets as of the beginning of the plan year | 2025-04-14 | 5803494 |
| Employer contributions to plan in this plan year | 2025-04-14 | 100386 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-14 | 11455 |
| 2022 : SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 66807 |
| Net assets as of the end of the plan year | 2022-10-11 | 7116059 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 5925544 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 402195 |
| Other contributions to plan in this plan year | 2022-10-11 | 3900 |
| Other income to plan in this plan year | 2022-10-11 | 758740 |
| Plan net income in this plan year | 2022-10-11 | 1190515 |
| Net assets as of the end of the plan year | 2022-10-11 | 7116059 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 5925544 |
| Employer contributions to plan in this plan year | 2022-10-11 | 92487 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 200 |
| 2011 : SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $44,779 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,448 |
| Total income from all sources | 2011-12-31 | $389,815 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $220,313 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $161,260 |
| Total plan assets at end of year | 2011-12-31 | $2,071,859 |
| Total plan assets at beginning of year | 2011-12-31 | $1,859,026 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $241,547 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $100,931 |
| Other income received | 2011-12-31 | $-13,050 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $169,502 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,027,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,857,578 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $60,387 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $44,340 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,713 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $1,448 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $404,624 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $30,874 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $18,154 |
| Total plan assets at end of year | 2010-12-31 | $1,859,026 |
| Total plan assets at beginning of year | 2010-12-31 | $1,483,828 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $180,699 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $50,002 |
| Other income received | 2010-12-31 | $128,748 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $373,750 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,857,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,483,828 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $45,175 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,720 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2011: SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SIEGFRIED & JENSEN, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
