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JEPSEN ELECTRIC, INC. — JEPSEN ELECTRIC, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260206120533NAL0009314082001
JEPSEN ELECTRIC, INC.
Form 5500-SF
FILING_RECEIVED
JEPSEN ELECTRIC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
29
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEPSEN ELECTRIC, INC.
.
Find decision makers
Plan sponsor
Name
JEPSEN ELECTRIC, INC.
EIN
94-3393816
Address
295 BOEING COURT · LIVERMORE, CA · 945519258
Phone
(925) 455-0872
Industry
Electrical Contractors
· Construction
see all
Plan administrator
Name
JEPSEN ELECTRIC, INC.
EIN
94-3393816
City
LIVERMORE, CA
Phone
(925) 455-0872
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
POELLINGER ELECTRIC, INC.
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