Original filing (PDF)20240729134119NAL0012556691001

JORGENSEN, BROWNELL & PEPIN, P.C.

Name: JORGENSEN, BROWNELL & PEPIN, P.C. — JORGENSEN, BROWNELL & PEPIN, PC 401K PS PLAN, Form 5500 (2023)
Creator: JORGENSEN, BROWNELL & PEPIN, P.C.

Form 5500-SF

FILING_RECEIVED

JORGENSEN, BROWNELL & PEPIN, PC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 JORGENSEN, BROWNELL & PEPIN, P.C..

Plan sponsor

Name

JORGENSEN, BROWNELL & PEPIN, P.C.

EIN

84-1239934

Address

900 S MAIN ST · SUITE 100 · LONGMONT, CO · 80501

Phone

(303) 678-0560

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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