Original filing (PDF)20241202135211NAL0000837219001

Shimon Ben Joseph Foundation

Name: Shimon Ben Joseph Foundation — The Shimon Ben Joseph, Form 5500 (2023)
Creator: Shimon Ben Joseph Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Shimon Ben Joseph Foundation 401(k) Plan

401(k) retirement plan · Shimon Ben Joseph Foundation's The Shimon Ben Joseph Foundation 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Carroll signed Shimon Ben Joseph Foundation's 2023 Form 5500 as plan administrator.

David Carroll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shimon Ben Joseph Foundation's EIN is 33-1114104.

EIN 33-1114104

Plan number 002

Plan year 2023

ACK ID 20241202135211NAL0000837219001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shimon Ben Joseph Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shimon Ben Joseph Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIMON BEN JOSEPH FOUNDATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score