How big is JOEY Stevenson Inc.'s plan?

JOEY Stevenson Inc.'s plan reported $87K in assets and 1 participants for 2025.

Original filing (PDF)20260428221234NAL0009838545033

JOEY Stevenson Inc.

Name: JOEY Stevenson Inc. — JOEY Stevenson 401(k) Plan, Form 5500 (2025)
Creator: JOEY Stevenson Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOEY Stevenson 401(k) Plan

401(k) retirement plan · JOEY Stevenson Inc.'s JOEY Stevenson 401(k) Plan held $87K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Elantha Barry signed JOEY Stevenson Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

JOEY Stevenson Inc.'s EIN is 87-3050133.

EIN 87-3050133

Plan number 001

Plan year 2025

ACK ID 20260428221234NAL0009838545033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JOEY Stevenson Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JOEY Stevenson Inc.'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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JOEY STEVENSON INC.

EIN

all filings

Address

6609 FLORA ST. · OAKLAND, CA · 94621

Phone

(415) 513-7260

Industry

Other Services (ex. Public Admin)

Plan administrator