Original filing (PDF)20251016180015NAL0013439522001

ERICH JOSEPHS

Name: ERICH JOSEPHS — ERICH JOSEPHS EMPLOYEES M-P PENSION PLAN, Form 5500 (2024)
Creator: ERICH JOSEPHS

Form 5500-SF

FILING_RECEIVED

ERICH JOSEPHS EMPLOYEES M-P PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERICH JOSEPHS.

Plan sponsor

Name

ERICH JOSEPHS

DBA

ERICH JOSEPHS CPA

EIN

95-6390385

Address

5555 E EL CEDRAL ST · LONG BEACH, CA · 908154113

Phone

(562) 625-7707

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

1A · Pay-related DB formula

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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