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JOSEPH & SONS, INC. — JOSEPH & SONS, INC. 401(K) SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250812180831NAL0008428833001
JOSEPH & SONS, INC.
Form 5500-SF
FILING_RECEIVED
JOSEPH & SONS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
26
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH & SONS, INC.
.
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Plan sponsor
Name
JOSEPH & SONS, INC.
EIN
30-0262538
Address
12738 W. TELEGRAPH ROAD · SANTA PAULA, CA · 93060
Phone
(805) 933-5572
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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EISLER NURSERIES, INC.
EISLER NURSERIES, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 6 participants
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GREENLEAF LANDSCAPES, INC. RETIREMENT PLAN
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