Original filing (PDF)20251104131159NAL0018333842001

Jensen PA

Name: Jensen PA — Jensen PA 401(k) Plan, Form 5500 (2024)
Creator: Jensen PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jensen PA 401(k) Plan

401(k) retirement plan · Jensen PA's Jensen PA 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Donna Jensen signed Jensen PA's 2024 Form 5500 as plan administrator.

Donna Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jensen PA's EIN is 27-3633947.

EIN 27-3633947

Plan number 001

Plan year 2024

ACK ID 20251104131159NAL0018333842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jensen PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jensen PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENSEN PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JENSEN PA

EIN

all filings

Address

220 - 22ND AVENUE E., SUITE 101 · ALEXANDRIA, MN · 56308

Phone

(320) 762-1256

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-11-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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