How big is Joseph Wealth Management's plan?

Joseph Wealth Management's plan reported $17K in assets and 83 participants for 2024.

Original filing (PDF)20250630103105NAL0027255986001

Joseph Wealth Management

Name: Joseph Wealth Management — Joseph Wealth Management, Form 5500 (2024)
Creator: Joseph Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Wealth Management 401(k) Plan

401(k) retirement plan · Joseph Wealth Management's Joseph Wealth Management 401(k) Plan held $17K in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Shalita Williams signed Joseph Wealth Management's 2024 Form 5500 as plan administrator.

Shalita Williams — 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

Joseph Wealth Management's EIN is 85-1604534.

EIN 85-1604534

Plan number 001

Plan year 2024

ACK ID 20250630103105NAL0027255986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH WEALTH MANAGEMENT.

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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

Knocking points off