How big is Joyful Wealth Planning, LLC's plan?

Joyful Wealth Planning, LLC's plan reported $251K in assets and 2 participants for 2024.

Original filing (PDF)20250211143331NAL0019757585001

Joyful Wealth Planning, LLC

Name: Joyful Wealth Planning, LLC — Joyful Wealth, Form 5500 (2024)
Creator: Joyful Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joyful Wealth Planning, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Joyful Wealth Planning, LLC's Joyful Wealth Planning, LLC 401(k) Profit Sharing Plan held $251K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan identifiers

Joyful Wealth Planning, LLC's EIN is 26-3580245.

EIN 26-3580245

Plan number 001

Plan year 2024

ACK ID 20250211143331NAL0019757585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joyful Wealth Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joyful Wealth Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOYFUL WEALTH PLANNING, LLC.

Finding similar companies…

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