Original filing (PDF)20250818234053NAL0003207378001

JOLI DIAGNOSTIC, INC.

Name: JOLI DIAGNOSTIC, INC. — JOLI DIAGNOSTIC, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JOLI DIAGNOSTIC, INC.

Form 5500-SF

FILING_RECEIVED

JOLI DIAGNOSTIC, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOLI DIAGNOSTIC, INC..

Plan sponsor

Name

JOLI DIAGNOSTIC, INC.

EIN

16-1454895

Address

2451 WEHRLE DRIVE · WILLIAMSVILLE, NY · 14221

Phone

(253) 905-6448

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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