How big is Joseph and Joseph PA ADA Plan's plan?

Joseph and Joseph PA ADA Plan's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250807141033NAL0003756643001

Joseph and Joseph PA ADA Plan

Name: Joseph and Joseph PA ADA Plan — Joseph and Joseph PA, Form 5500 (2024)
Creator: Joseph and Joseph PA ADA Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph and Joseph PA ADA Plan Pension Plan

Defined-contribution retirement plan · Joseph and Joseph PA ADA Plan's Joseph and Joseph PA ADA Plan Pension Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Timothy Joseph signed Joseph and Joseph PA ADA Plan's 2024 Form 5500 as plan administrator.

Timothy Joseph — 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

Joseph and Joseph PA ADA Plan's EIN is 57-0705130.

EIN 57-0705130

Plan number 001

Plan year 2024

ACK ID 20250807141033NAL0003756643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph and Joseph PA ADA Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph and Joseph PA ADA Plan's plan includes money-purchase contributions, 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 JOSEPH AND JOSEPH PA ADA PLAN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JOSEPH AND JOSEPH PA ADA PLAN

EIN

all filings

Address

632 FRONT STREET · P.O. BOX 559 · GEORGETOWN, SC · 29440

Phone

(843) 546-5994

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator