How big is Josephson Dunlap, LLP's plan?

Josephson Dunlap, LLP's plan reported $162K in assets and 32 participants for 2024.

Original filing (PDF)20251009235018NAL0007577617001

Josephson Dunlap, LLP

Name: Josephson Dunlap, LLP — Josephson Dunlap 401(k) Plan, Form 5500 (2024)
Creator: Josephson Dunlap, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Josephson Dunlap 401(k) Plan

401(k) retirement plan · Josephson Dunlap, LLP's Josephson Dunlap 401(k) Plan held $162K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

Plan identifiers

Josephson Dunlap, LLP's EIN is 82-5208727.

EIN 82-5208727

Plan number 001

Plan year 2024

ACK ID 20251009235018NAL0007577617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Josephson Dunlap, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPHSON DUNLAP, LLP.

Finding similar companies…

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

Helping the score