How big is Siegfried & Jensen, PC's plan?

Siegfried & Jensen, PC's plan reported $7.3M in assets and 91 participants for 2024.

Original filing (PDF)20250918171540NAL0002456658001

Siegfried & Jensen, PC

Name: Siegfried & Jensen, PC — Siegfried & Jensen PC, Form 5500 (2024)
Creator: Siegfried & Jensen, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Siegfried & Jensen PC 401(k) Profit Sharing Plan

401(k) retirement plan · Siegfried & Jensen, PC's Siegfried & Jensen PC 401(k) Profit Sharing Plan held $7.3M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Corey Martin signed Siegfried & Jensen, PC's 2024 Form 5500 as plan administrator.

Corey Martin — 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

Siegfried & Jensen, PC's EIN is 87-0499145.

EIN 87-0499145

Plan number 001

Plan year 2024

ACK ID 20250918171540NAL0002456658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off