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Sponsor portfolio

JOE THE PLUMBER PLUS, INC.

EIN 46-5086031-Construction-Latest filing 2024
Plans
2
Retirement
2
$505K assets
Welfare
0
Participants
26
P.O. BOX 903 - WASHINGTONVILLE, NY 10992845-335-7449LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$269K - 13 part#002CashBalance-$237K - 13 part

Retirement portfolio analytics

2 plans aggregated / $505K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • INC. INCENTIVE Savings (#001)53%
  • CASH BALANCE PENSION (#002)47%
Total $505KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCENTIVE Savings (#001)13
  • CASH BALANCE PENSION (#002)13
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOE THE PLUMBER PLUS, INC. INCENTIVE SAVINGS PLAN

401k

Assets$269K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOE THE PLUMBER PLUS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$237K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOE THE PLUMBER PLUS, INC. INCENTIVE SAVINGS PLAN401k$269K132024
002JOE THE PLUMBER PLUS, INC. CASH BALANCE PENSION PLANCashBalance$237K132024
Retirement plans
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