Original filing (PDF)20250410151233NAL0011858275001

JOSEPH J. PETERS INSTITUTE

Name: JOSEPH J. PETERS INSTITUTE — JJPI RETIREMENT PLAN, Form 5500 (2023)
Creator: JOSEPH J. PETERS INSTITUTE

Form 5500-SF

FILING_RECEIVED

JJPI RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 JOSEPH J. PETERS INSTITUTE.

Plan sponsor

Name

JOSEPH J. PETERS INSTITUTE

EIN

23-1996523

Address

100 S. BROAD STREET · SUITE 1700 · PHILADELPHIA, PA · 19110

Phone

(215) 701-1560

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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