How big is Joe Henley's plan?

Joe Henley's plan reported $26K in assets and 9 participants for 2023.

Original filing (PDF)20240925130221NAL0014738497001

Joe Henley

Name: Joe Henley — Joe Henley 401(k) Plan, Form 5500 (2023)
Creator: Joe Henley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Henley 401(k) Plan

401(k) retirement plan · Joe Henley's Joe Henley 401(k) Plan held $26K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Alexis Henley-BUSH signed Joe Henley's 2023 Form 5500 as plan administrator.

Alexis Henley-BUSH — 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

Joe Henley's EIN is 68-0046714.

EIN 68-0046714

Plan number 001

Plan year 2023

ACK ID 20240925130221NAL0014738497001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joe Henley from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joe Henley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JOE HENLEY

EIN

all filings

Address

1950 OLIVERA RD · CONCORD, CA · 94520

Phone

(925) 354-8095

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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