Original filing (PDF)20231115214127NAL0014021266001

Josephs Associates Inc.

Name: Josephs Associates Inc. — Josephs Associates Inc., Form 5500 (2022)
Creator: Josephs Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Josephs Associates Inc. 401(k) Plan

401(k) retirement plan · Josephs Associates Inc.'s Josephs Associates Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Josephs Associates Inc.'s 2022 Form 5500 as plan administrator.

Shirley Horner — 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

Josephs Associates Inc.'s EIN is 36-3316057.

EIN 36-3316057

Plan number 001

Plan year 2022

ACK ID 20231115214127NAL0014021266001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Josephs Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Josephs Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPHS ASSOCIATES INC.

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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