Robert L. Jensen & Associates
Plan context: Robert L. Jensen & Associates 401(K) Profit Sharing Plan
EIN 94-2321122 • Fresno, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$3,592,405
2024 Contributions
$171,584
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 25 | $3,592,405 | $171,584 | $6,863iApproximate average salary by contribution assumption: employee only about $171,584 at 4% or $114,389 at 6%; with 50% employer match about $114,389 at 4% or $76,260 at 6%; with 100% employer match about $85,792 at 4% or $57,195 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 25 | $3,592,405 | $171,584 | $6,863iApproximate average salary by contribution assumption: employee only about $171,584 at 4% or $114,389 at 6%; with 50% employer match about $114,389 at 4% or $76,260 at 6%; with 100% employer match about $85,792 at 4% or $57,195 at 6%. |
| 2023 | 1 | 27 | $3,455,124 | $170,002 | $6,296iApproximate average salary by contribution assumption: employee only about $157,409 at 4% or $104,940 at 6%; with 50% employer match about $104,940 at 4% or $69,960 at 6%; with 100% employer match about $78,705 at 4% or $52,470 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 27 | $3,455,124 | $170,002 | $6,296iApproximate average salary by contribution assumption: employee only about $157,409 at 4% or $104,940 at 6%; with 50% employer match about $104,940 at 4% or $69,960 at 6%; with 100% employer match about $78,705 at 4% or $52,470 at 6%. |
| 2022 | 1 | 28 | $2,893,935 | $184,719 | $6,597iApproximate average salary by contribution assumption: employee only about $164,928 at 4% or $109,952 at 6%; with 50% employer match about $109,952 at 4% or $73,301 at 6%; with 100% employer match about $82,464 at 4% or $54,976 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 28 | $2,893,935 | $184,719 | $6,597iApproximate average salary by contribution assumption: employee only about $164,928 at 4% or $109,952 at 6%; with 50% employer match about $109,952 at 4% or $73,301 at 6%; with 100% employer match about $82,464 at 4% or $54,976 at 6%. |
| 2021 | 1 | 29 | $3,570,227 | $172,016 | $5,932iApproximate average salary by contribution assumption: employee only about $148,290 at 4% or $98,860 at 6%; with 50% employer match about $98,860 at 4% or $65,907 at 6%; with 100% employer match about $74,145 at 4% or $49,430 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 29 | $3,570,227 | $172,016 | $5,932iApproximate average salary by contribution assumption: employee only about $148,290 at 4% or $98,860 at 6%; with 50% employer match about $98,860 at 4% or $65,907 at 6%; with 100% employer match about $74,145 at 4% or $49,430 at 6%. |
| 2020 | 1 | 32 | $3,148,829 | $173,270 | $5,415iApproximate average salary by contribution assumption: employee only about $135,367 at 4% or $90,245 at 6%; with 50% employer match about $90,245 at 4% or $60,163 at 6%; with 100% employer match about $67,684 at 4% or $45,122 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 32 | $3,148,829 | $173,270 | $5,415iApproximate average salary by contribution assumption: employee only about $135,367 at 4% or $90,245 at 6%; with 50% employer match about $90,245 at 4% or $60,163 at 6%; with 100% employer match about $67,684 at 4% or $45,122 at 6%. |
| 2019 | 1 | 29 | $2,674,913 | $173,294 | $5,976iApproximate average salary by contribution assumption: employee only about $149,391 at 4% or $99,594 at 6%; with 50% employer match about $99,594 at 4% or $66,396 at 6%; with 100% employer match about $74,696 at 4% or $49,797 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 29 | $2,674,913 | $173,294 | $5,976iApproximate average salary by contribution assumption: employee only about $149,391 at 4% or $99,594 at 6%; with 50% employer match about $99,594 at 4% or $66,396 at 6%; with 100% employer match about $74,696 at 4% or $49,797 at 6%. |
| 2018 | 1 | 28 | $2,123,663 | $160,326 | $5,726iApproximate average salary by contribution assumption: employee only about $143,148 at 4% or $95,432 at 6%; with 50% employer match about $95,432 at 4% or $63,621 at 6%; with 100% employer match about $71,574 at 4% or $47,716 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 28 | $2,123,663 | $160,326 | $5,726iApproximate average salary by contribution assumption: employee only about $143,148 at 4% or $95,432 at 6%; with 50% employer match about $95,432 at 4% or $63,621 at 6%; with 100% employer match about $71,574 at 4% or $47,716 at 6%. |
| 2017 | 1 | 28 | $2,143,392 | $153,847 | $5,495iApproximate average salary by contribution assumption: employee only about $137,363 at 4% or $91,576 at 6%; with 50% employer match about $91,576 at 4% or $61,050 at 6%; with 100% employer match about $68,682 at 4% or $45,788 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 28 | $2,143,392 | $153,847 | $5,495iApproximate average salary by contribution assumption: employee only about $137,363 at 4% or $91,576 at 6%; with 50% employer match about $91,576 at 4% or $61,050 at 6%; with 100% employer match about $68,682 at 4% or $45,788 at 6%. |
| 2016 | 1 | 25 | $1,789,581 | $133,869 | $5,355iApproximate average salary by contribution assumption: employee only about $133,869 at 4% or $89,246 at 6%; with 50% employer match about $89,246 at 4% or $59,497 at 6%; with 100% employer match about $66,935 at 4% or $44,623 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 25 | $1,789,581 | $133,869 | $5,355iApproximate average salary by contribution assumption: employee only about $133,869 at 4% or $89,246 at 6%; with 50% employer match about $89,246 at 4% or $59,497 at 6%; with 100% employer match about $66,935 at 4% or $44,623 at 6%. |
| 2015 | 1 | 22 | $1,543,591 | $127,083 | $5,777iApproximate average salary by contribution assumption: employee only about $144,413 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,138 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 22 | $1,543,591 | $127,083 | $5,777iApproximate average salary by contribution assumption: employee only about $144,413 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,138 at 6%. |
| 2014 | 1 | 23 | $1,487,727 | $135,115 | $5,875iApproximate average salary by contribution assumption: employee only about $146,864 at 4% or $97,909 at 6%; with 50% employer match about $97,909 at 4% or $65,273 at 6%; with 100% employer match about $73,432 at 4% or $48,955 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 23 | $1,487,727 | $135,115 | $5,875iApproximate average salary by contribution assumption: employee only about $146,864 at 4% or $97,909 at 6%; with 50% employer match about $97,909 at 4% or $65,273 at 6%; with 100% employer match about $73,432 at 4% or $48,955 at 6%. |
| 2013 | 1 | 22 | $1,355,899 | $134,445 | $6,111iApproximate average salary by contribution assumption: employee only about $152,778 at 4% or $101,852 at 6%; with 50% employer match about $101,852 at 4% or $67,902 at 6%; with 100% employer match about $76,389 at 4% or $50,926 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 22 | $1,355,899 | $134,445 | $6,111iApproximate average salary by contribution assumption: employee only about $152,778 at 4% or $101,852 at 6%; with 50% employer match about $101,852 at 4% or $67,902 at 6%; with 100% employer match about $76,389 at 4% or $50,926 at 6%. |
| 2012 | 1 | 25 | $1,471,852 | $114,591 | $4,584iApproximate average salary by contribution assumption: employee only about $114,591 at 4% or $76,394 at 6%; with 50% employer match about $76,394 at 4% or $50,929 at 6%; with 100% employer match about $57,296 at 4% or $38,197 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 25 | $1,471,852 | $114,591 | $4,584iApproximate average salary by contribution assumption: employee only about $114,591 at 4% or $76,394 at 6%; with 50% employer match about $76,394 at 4% or $50,929 at 6%; with 100% employer match about $57,296 at 4% or $38,197 at 6%. |
| 2011 | 1 | 26 | $1,326,986 | $142,880 | $5,495iApproximate average salary by contribution assumption: employee only about $137,385 at 4% or $91,590 at 6%; with 50% employer match about $91,590 at 4% or $61,060 at 6%; with 100% employer match about $68,692 at 4% or $45,795 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 26 | $1,326,986 | $142,880 | $5,495iApproximate average salary by contribution assumption: employee only about $137,385 at 4% or $91,590 at 6%; with 50% employer match about $91,590 at 4% or $61,060 at 6%; with 100% employer match about $68,692 at 4% or $45,795 at 6%. |
| 2010 | 1 | 25 | $1,294,739 | $128,556 | $5,142iApproximate average salary by contribution assumption: employee only about $128,556 at 4% or $85,704 at 6%; with 50% employer match about $85,704 at 4% or $57,136 at 6%; with 100% employer match about $64,278 at 4% or $42,852 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 25 | $1,294,739 | $128,556 | $5,142iApproximate average salary by contribution assumption: employee only about $128,556 at 4% or $85,704 at 6%; with 50% employer match about $85,704 at 4% or $57,136 at 6%; with 100% employer match about $64,278 at 4% or $42,852 at 6%. |
| 2009 | 1 | 25 | $1,070,517 | $138,122 | $5,525iApproximate average salary by contribution assumption: employee only about $138,122 at 4% or $92,081 at 6%; with 50% employer match about $92,081 at 4% or $61,388 at 6%; with 100% employer match about $69,061 at 4% or $46,041 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 25 | $1,070,517 | $138,122 | $5,525iApproximate average salary by contribution assumption: employee only about $138,122 at 4% or $92,081 at 6%; with 50% employer match about $92,081 at 4% or $61,388 at 6%; with 100% employer match about $69,061 at 4% or $46,041 at 6%. |
| 2008 | 1 | 52 | $869,558 | $152,392 | $2,931iApproximate average salary by contribution assumption: employee only about $73,265 at 4% or $48,844 at 6%; with 50% employer match about $48,844 at 4% or $32,562 at 6%; with 100% employer match about $36,633 at 4% or $24,422 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 52 | $869,558 | $152,392 | $2,931iApproximate average salary by contribution assumption: employee only about $73,265 at 4% or $48,844 at 6%; with 50% employer match about $48,844 at 4% or $32,562 at 6%; with 100% employer match about $36,633 at 4% or $24,422 at 6%. |
| 2007 | 1 | 46 | $0 | $0 | - |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 46 | - | - | - |
| 2006 | 1 | 42 | $1,105,099 | $163,197 | $3,886iApproximate average salary by contribution assumption: employee only about $97,141 at 4% or $64,761 at 6%; with 50% employer match about $64,761 at 4% or $43,174 at 6%; with 100% employer match about $48,571 at 4% or $32,380 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 42 | $1,105,099 | $163,197 | $3,886iApproximate average salary by contribution assumption: employee only about $97,141 at 4% or $64,761 at 6%; with 50% employer match about $64,761 at 4% or $43,174 at 6%; with 100% employer match about $48,571 at 4% or $32,380 at 6%. |
| 2005 | 1 | 42 | $887,310 | $136,671 | $3,254iApproximate average salary by contribution assumption: employee only about $81,352 at 4% or $54,235 at 6%; with 50% employer match about $54,235 at 4% or $36,156 at 6%; with 100% employer match about $40,676 at 4% or $27,117 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 42 | $887,310 | $136,671 | $3,254iApproximate average salary by contribution assumption: employee only about $81,352 at 4% or $54,235 at 6%; with 50% employer match about $54,235 at 4% or $36,156 at 6%; with 100% employer match about $40,676 at 4% or $27,117 at 6%. |
| 2004 | 1 | 44 | $724,463 | $126,901 | $2,884iApproximate average salary by contribution assumption: employee only about $72,103 at 4% or $48,069 at 6%; with 50% employer match about $48,069 at 4% or $32,046 at 6%; with 100% employer match about $36,051 at 4% or $24,034 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 44 | $724,463 | $126,901 | $2,884iApproximate average salary by contribution assumption: employee only about $72,103 at 4% or $48,069 at 6%; with 50% employer match about $48,069 at 4% or $32,046 at 6%; with 100% employer match about $36,051 at 4% or $24,034 at 6%. |
| 2003 | 1 | 42 | $625,251 | $98,879 | $2,354iApproximate average salary by contribution assumption: employee only about $58,857 at 4% or $39,238 at 6%; with 50% employer match about $39,238 at 4% or $26,158 at 6%; with 100% employer match about $29,428 at 4% or $19,619 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 42 | $625,251 | $98,879 | $2,354iApproximate average salary by contribution assumption: employee only about $58,857 at 4% or $39,238 at 6%; with 50% employer match about $39,238 at 4% or $26,158 at 6%; with 100% employer match about $29,428 at 4% or $19,619 at 6%. |
| 2002 | 1 | 44 | $474,030 | $89,543 | $2,035iApproximate average salary by contribution assumption: employee only about $50,877 at 4% or $33,918 at 6%; with 50% employer match about $33,918 at 4% or $22,612 at 6%; with 100% employer match about $25,438 at 4% or $16,959 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 44 | $474,030 | $89,543 | $2,035iApproximate average salary by contribution assumption: employee only about $50,877 at 4% or $33,918 at 6%; with 50% employer match about $33,918 at 4% or $22,612 at 6%; with 100% employer match about $25,438 at 4% or $16,959 at 6%. |
| 2001 | 1 | 39 | $503,952 | $63,085 | $1,618iApproximate average salary by contribution assumption: employee only about $40,439 at 4% or $26,959 at 6%; with 50% employer match about $26,959 at 4% or $17,973 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 39 | $503,952 | $63,085 | $1,618iApproximate average salary by contribution assumption: employee only about $40,439 at 4% or $26,959 at 6%; with 50% employer match about $26,959 at 4% or $17,973 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%. |
| 2000 | 1 | 35 | $590,230 | $62,455 | $1,784iApproximate average salary by contribution assumption: employee only about $44,611 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 35 | $590,230 | $62,455 | $1,784iApproximate average salary by contribution assumption: employee only about $44,611 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| 1999 | 1 | 37 | $635,701 | $45,626 | $1,233iApproximate average salary by contribution assumption: employee only about $30,828 at 4% or $20,552 at 6%; with 50% employer match about $20,552 at 4% or $13,702 at 6%; with 100% employer match about $15,414 at 4% or $10,276 at 6%. |
| Robert L. Jensen & Associates 401(K) Profit Sharing Plan | - | 37 | $635,701 | $45,626 | $1,233iApproximate average salary by contribution assumption: employee only about $30,828 at 4% or $20,552 at 6%; with 50% employer match about $20,552 at 4% or $13,702 at 6%; with 100% employer match about $15,414 at 4% or $10,276 at 6%. |