How big is Joe Bar Consulting's plan?

Joe Bar Consulting's plan reported $128K in assets and 88 participants for 2024.

Original filing (PDF)20250609114644NAL0040774450001

Joe Bar Consulting

Name: Joe Bar Consulting — Joe Bar Consulting 401(k) Plan, Form 5500 (2024)
Creator: Joe Bar Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Bar Consulting 401(k) Plan

401(k) retirement plan · Joe Bar Consulting's Joe Bar Consulting 401(k) Plan held $128K in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Shirley Horner signed Joe Bar Consulting's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Joe Bar Consulting's EIN is 85-1582036.

EIN 85-1582036

Plan number 001

Plan year 2024

ACK ID 20250609114644NAL0040774450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joe Bar Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joe Bar Consulting'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

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