Original filing (PDF)20240906101433NAL0000607843001

ALAN JENSEN, M.D., P.C.

Name: ALAN JENSEN, M.D., P.C. — ALAN JENSEN, M. D. , P. C. RETIREMENT PLAN, Form 5500 (2023)
Creator: ALAN JENSEN, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

ALAN JENSEN, M. D. , P. C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN JENSEN, M.D., P.C..

Plan sponsor

Name

ALAN JENSEN, M.D., P.C.

EIN

47-0782147

Address

8761 WEST CENTER RD · OMAHA, NE · 68124

Phone

(402) 397-6060

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-09-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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