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JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan NameJENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
Plan identification number 001

JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JENSEN ORTHODONTICS & ASSOC., INC has sponsored the creation of one or more 401k plans.

Company Name:JENSEN ORTHODONTICS & ASSOC., INC
Employer identification number (EIN):870578136
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAUNA WILKERSON2024-10-08
0012022-01-01SHAUNA WILKERSON2023-08-30
0012021-01-01DR. ALAN JENSEN2022-10-03
0012020-01-01DR. ALAN JENSEN2021-10-11
0012019-11-15SHAUNA WILKERSON2020-10-12
0012019-01-01SHAUNA WILKERSON2020-08-27
0012018-01-01SHAUNA WILKERSON2019-09-06
0012017-01-01ALAN JENSEN2018-10-11
0012016-01-01ALAN JENSEN2017-10-04
0012015-01-01ALAN JENSEN2016-09-20
0012014-01-01ALAN JENSEN2015-10-15
0012013-01-01ALAN JENSEN2014-09-29
0012012-01-01ALAN JENSEN2013-09-30
0012011-01-01ALAN JENSEN2012-07-30
0012010-01-01ALAN JENSEN
0012009-01-01ALAN JENSEN

Plan Statistics for JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

401k plan membership statisitcs for JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2010: JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-016

Financial Data on JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2010 : JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$36,460
Total plan assets at end of year2010-12-31$145,572
Total plan assets at beginning of year2010-12-31$109,112
Total contributions received or receivable from participants2010-12-31$20,665
Other income received2010-12-31$15,795
Net income (gross income less expenses)2010-12-31$36,460
Net plan assets at end of year (total assets less liabilities)2010-12-31$145,572
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$109,112

Form 5500 Responses for JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

2010: JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JENSEN ORTHODONTICS & ASSOCIATES, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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