Original filing (PDF)20250918151603NAL0000730323001

JOAH BROWN, LLC

Name: JOAH BROWN, LLC — JOAH BROWN, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: JOAH BROWN, LLC

Form 5500-SF

FILING_RECEIVED

JOAH BROWN, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

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 JOAH BROWN, LLC.

Plan sponsor

Name

JOAH BROWN, LLC

EIN

46-3327621

Address

25 E. MASON STREET · 3RD FLOOR · SANTA BARBARA, CA · 93101

Phone

(571) 243-2373

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

EPIC TREND AND DISTRIBUTION SE

EPIC TREND AND DISTRIBUTION SE 401(K) PROFIT SHARING PLAN & TRUST

$985K · 10 participants

DIA STYLING INC.

DIA STYLING, INC. RETIREMENT SAVINGS PLAN

$983K

FLAVORCLOUD INC.

FLAVORCLOUD 401(K) PLAN

$1.0M · 22 participants

T.M.R.C.2. INC. DBA OPENING NIGHT

T.M.R.C.2. INC. DBA OPENING NIGHT 401(K) PLAN

$971K · 9 participants

FEATURE LLC

FEATURE LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.0M · 121 participants