· 2022–2024 · DOL EFAST2

JOSEPH'S HOUSE & SHELTER, INC. — JOSEPH'S HOUSE & SHELTER, INC. 401K PLAN, Form 5500 (2024)

Original filing (PDF)20251125224320NAL0007972978001

JOSEPH'S HOUSE & SHELTER, INC.

Form 5500-SF

FILING_RECEIVED

JOSEPH'S HOUSE & SHELTER, INC. 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.3 mo

Active participants

78

Accounts w/ balance

8

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score

Above-average plan

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

99

Total plan cost

n/a

Plan health

17

Vendor & structure

100

Knocking points off

Filed 0.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JOSEPH'S HOUSE & SHELTER, INC.

EIN

14-1636163all filings

Address

202 FOURTH STREET · TROY, NY · 12180

Phone

(518) 874-1247

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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