How big is Joemary Inc.'s plan?

Joemary Inc.'s plan reported $103K in assets and 15 participants for 2023.

Original filing (PDF)20240911203759NAL0012716256001

Joemary Inc.

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

Form 5500-SF

FILING_RECEIVED

Joemary Inc. 401(k) Plan

401(k) retirement plan · Joemary Inc.'s Joemary Inc. 401(k) Plan held $103K in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

People on this filing

Joseph LAI signed Joemary Inc.'s 2023 Form 5500 as plan administrator.

Joseph LAI — 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

Joemary Inc.'s EIN is 77-0456732.

EIN 77-0456732

Plan number 001

Plan year 2023

ACK ID 20240911203759NAL0012716256001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Joemary Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

JOEMARY INC

EIN

all filings

Address

1405 BRANHAM LN · SAN JOSE, CA · 95118

Phone

(408) 533-5236

Industry

Retail Trade

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

2024-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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