Original filing (PDF)20251002153738NAL0000672225001

JOSEPH K. & COMPANY, LLC

Name: JOSEPH K. & COMPANY, LLC — JOSEPH K. & COMPANY, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH K. & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

JOSEPH K. & COMPANY, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH K. & COMPANY, LLC.

Plan sponsor

Name

JOSEPH K. & COMPANY, LLC

EIN

99-0331727

Address

PO BOX 26026 · HONOLULU, HI · 96825

Phone

(808) 593-2883

Industry

Wholesale Tradesee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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