How big is Joseph George Distributor's plan?

Joseph George Distributor's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250723125308NAL0008717298001

Joseph George Distributor

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

Form 5500-SF

FILING_RECEIVED

Joseph George Distributor 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joseph George Distributor's Joseph George Distributor 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

BERT George signed Joseph George Distributor's 2024 Form 5500 as plan administrator.

BERT George — 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 George Distributor's EIN is 94-1035818.

EIN 94-1035818

Plan number 002

Plan year 2024

ACK ID 20250723125308NAL0008717298001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph George Distributor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 JOSEPH GEORGE DISTRIBUTOR.

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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