JENSEN GLOBAL, INC. CASH BALANCE PLAN

[ EIN: 03-0456809 | Plan No. 002 ]

Form 5500 filing classifies JENSEN GLOBAL, INC. CASH BALANCE PLAN as a Defined Benefit plan, sponsored by JENSEN GLOBAL, INC.. The plan is a Small Plan with 11 participants and total assets of $811,352 reported for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: JENSEN GLOBAL, INC.

Location: 712 E. MASON ST., SANTA BARBARA, CA 93103

EIN: 030456809

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 11

Total Assets: $811,352

---