Original filing (PDF)20250728104247NAL0000791459001

JOLIE S. BRAMS & ASSOCIATES INC.

Name: JOLIE S. BRAMS & ASSOCIATES INC. — JOLIE S. BRAMS & ASSOCIATES INC. PHD 401K P S PLAN & TRUST, Form 5500 (2024)
Creator: JOLIE S. BRAMS & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

JOLIE S. BRAMS & ASSOCIATES INC. PHD 401K P S PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 JOLIE S. BRAMS & ASSOCIATES INC..

Plan sponsor

Name

JOLIE S. BRAMS & ASSOCIATES INC.

EIN

31-1395022

Address

PO BOX 153 · NEW ALBANY, OH · 43054

Phone

(614) 457-0077

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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

Related plans

Similar-size Health Care & Social Assistance plans

NATIONAL DEPRESSION & BIPOLAR SUPPORT ALLIANCE

NATIONAL DBSA 401(K) PLAN

$1.3M · 13 participants

AGING WISDOM, INC.

AGING WISDOM, INC. RETIREMENT SAVINGS PLAN AND TRUST

$1.3M · 21 participants

THE NORTHWEST CATHOLIC COUNSELING CENTER

NCC 403(B) PLAN

$1.4M · 14 participants

POSITIVE CHANGES

POSITIVE CHANGES SAFE HARBOR 401(K) PLAN

$1.4M · 63 participants

CROWN COUNSELING, LLC

CROWN COUNSELING, LLC 401(K) PROFIT-SHARING PLAN & TRUST