· 2022–2024 · DOL EFAST2

ALEX S. JOSEPH ASSOCIATES, INC. — ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250825113910NAL0007581233001

ALEX S. JOSEPH ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALEX S. JOSEPH ASSOCIATES, INC.

EIN

16-1021910all filings

Address

5793 WIDEWATERS PARKWAY · DEWITT, NY · 13214

Phone

(315) 449-4242

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-08-25

Pension benefit codes

2E · Profit-sharing

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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