Original filing (PDF)20240423130132NAL0020723154001

JEFFREY JOSEPH MANAGEMENT, INC.

Name: JEFFREY JOSEPH MANAGEMENT, INC. — JEFFREY JOSEPH MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2023)
Creator: JEFFREY JOSEPH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY JOSEPH MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY JOSEPH MANAGEMENT, INC..

Plan sponsor

Name

JEFFREY JOSEPH MANAGEMENT, INC.

EIN

81-4963856

Address

2831 ARBELLA LANE · THOUSAND OAKS, CA · 91362

Phone

(805) 231-0489

Industry

Finance & Insurancesee all

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

2024-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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