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JOSEPH R. JOY, III, P.L.C. — JOSEPH R. JOY, III, P.L.C. PROFIT SHARING 401-K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007172316NAL0005115105001
JOSEPH R. JOY, III, P.L.C.
Form 5500-SF
FILING_RECEIVED
JOSEPH R. JOY, III, P.L.C. PROFIT SHARING 401-K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH R. JOY, III, P.L.C.
.
Find decision makers
Plan sponsor
Name
JOSEPH R. JOY, III, P.L.C.
EIN
72-0891570
Address
900 SOUTH COLLEGE ROAD, SUITE 204 · LAFAYETTE, LA · 70503
Phone
(337) 232-8123
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
JOSEPH R. JOY, III, PLC
EIN
72-0891570
City
LAFAYETTE, LA
Phone
(337) 232-8123
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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