How big is Josepher & Batteese, P.A.'s plan?

Josepher & Batteese, P.A.'s plan reported $635K in assets and 11 participants for 2022.

Original filing (PDF)20230208130705NAL0027147121001

Josepher & Batteese, P.A.

Name: Josepher & Batteese, P.A. — Josepher & Batteese, Form 5500 (2022)
Creator: Josepher & Batteese, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Josepher & Batteese, P.A. 401(k) Plan

401(k) retirement plan · Josepher & Batteese, P.A.'s Josepher & Batteese, P.A. 401(k) Plan held $635K in plan assets for 11 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

Josepher & Batteese, P.A.'s EIN is 59-3502197.

EIN 59-3502197

Plan number 001

Plan year 2022

ACK ID 20230208130705NAL0027147121001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Josepher & Batteese, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Josepher & Batteese, P.A.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPHER & BATTEESE, P.A..

Finding similar companies…

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