How big is Taking the Journey's plan?

Taking the Journey's plan reported $75K in assets and 10 participants for 2024.

Original filing (PDF)20250722134731NAL0001392515001

Taking the Journey

Name: Taking the Journey — Taking the Journey 401(k), Form 5500 (2024)
Creator: Taking the Journey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taking the Journey 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Taking the Journey's Taking the Journey 401(k) Profit Sharing Plan & Trust held $75K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Shirley Horner signed Taking the Journey's 2024 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

Taking the Journey's EIN is 46-4159406.

EIN 46-4159406

Plan number 001

Plan year 2024

ACK ID 20250722134731NAL0001392515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taking the Journey from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taking the Journey'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 TAKING THE JOURNEY.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score