Original filing (PDF)20241008120351NAL0016580689001

JOSEPH A. GIBBS & ASSOCIATES

Name: JOSEPH A. GIBBS & ASSOCIATES — JOSEPH A. GIBBS & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JOSEPH A. GIBBS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

JOSEPH A. GIBBS & ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 A. GIBBS & ASSOCIATES.

Plan sponsor

Name

JOSEPH A. GIBBS & ASSOCIATES

EIN

33-0591792

Address

39 CLANCY LANE SOUTH · RANCHO MIRAGE, CA · 92270

Phone

(760) 779-1790

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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