How big is Josephson LLC DBA the Moinian Group's plan?

Josephson LLC DBA the Moinian Group's plan reported $5.6M in assets and 58 participants for 2024.

Original filing (PDF)20251014163051NAL0006873074001

Josephson LLC DBA the Moinian Group

Name: Josephson LLC DBA the Moinian Group — Josephson LLC, Form 5500 (2024)
Creator: Josephson LLC DBA the Moinian Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Josephson LLC 401(k) Savings Plan

401(k) retirement plan · Josephson LLC DBA the Moinian Group's Josephson LLC 401(k) Savings Plan held $5.6M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Kimberly Cafaro signed Josephson LLC DBA the Moinian Group's 2024 Form 5500 as plan administrator.

Kimberly Cafaro — 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

Josephson LLC DBA the Moinian Group's EIN is 13-4026466.

EIN 13-4026466

Plan number 001

Plan year 2024

ACK ID 20251014163051NAL0006873074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Josephson LLC DBA the Moinian Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Josephson LLC DBA the Moinian Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPHSON LLC DBA THE MOINIAN GROUP.

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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