How big is Joyful Habits' plan?

Joyful Habits' plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250718100459NAL0002329936001

Joyful Habits

Name: Joyful Habits — Joyful Habits 401(k) Plan, Form 5500 (2024)
Creator: Joyful Habits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joyful Habits 401(k) Plan

401(k) retirement plan · Joyful Habits' Joyful Habits 401(k) Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Marcus Bowie signed Joyful Habits' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Joyful Habits' EIN is 99-3883812.

EIN 99-3883812

Plan number 001

Plan year 2024

ACK ID 20250718100459NAL0002329936001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joyful Habits' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JOYFUL HABITS

EIN

all filings

Address

506 6TH ST NE · WASHINGTON, DC · 20002

Phone

(646) 425-5580

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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