How big is Joseph Sousa's plan?

Joseph Sousa's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250929164003NAL0018170290001

Joseph Sousa

Name: Joseph Sousa — Joseph Sousa 401(k) Profit Sharing, Form 5500 (2024)
Creator: Joseph Sousa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Sousa 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joseph Sousa's Joseph Sousa 401(k) Profit Sharing Plan & Trust held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Joseph Sousa signed Joseph Sousa's 2024 Form 5500 as plan administrator.

Joseph Sousa — 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

Joseph Sousa's EIN is 04-3552669.

EIN 04-3552669

Plan number 001

Plan year 2024

ACK ID 20250929164003NAL0018170290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Sousa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Sousa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score