How big is Joselit and Johnsen, CPAS, LLC's plan?

Joselit and Johnsen, CPAS, LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250728155259NAL0003307152001

Joselit and Johnsen, CPAS, LLC

Name: Joselit and Johnsen, CPAS, LLC — Joselit and, Form 5500 (2024)
Creator: Joselit and Johnsen, CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joselit and Johnsen, CPAS, LLC 401(k) Plan

401(k) retirement plan · Joselit and Johnsen, CPAS, LLC's Joselit and Johnsen, CPAS, LLC 401(k) Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Joselit and Johnsen, CPAS, LLC's EIN is 84-3733408.

EIN 84-3733408

Plan number 001

Plan year 2024

ACK ID 20250728155259NAL0003307152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joselit and Johnsen, CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joselit and Johnsen, CPAS, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSELIT AND JOHNSEN, CPAS, LLC.

Finding similar companies…

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