J. Josephson, Inc. 401(k) Plan: Login, Facts & Contact Information
J. Josephson, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
J. Josephson, Inc. 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 26, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $162,247 went into the plan in contributions, $94,235 of it from the employer (58%).
- $157,057 was paid out to participants.
- Investment and other income added $157,202.
How the J. Josephson, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 120 | $1.33 million | $119,052 | $80,640 |
| 2020 | 117 | $1.34 million | $85,335 | $256,413 |
| 2021 | 82 | $1.48 million | $85,290 | $163,640 |
| 2022 | 97 | $1.28 million | $90,982 | $235,037 |
| 2023 | 83 | $1.44 million | — | $96,196 |
| 2024 | 81 | $1.60 million | $94,235 | $157,057 |
J. Josephson, Inc. 401(k) Contact Information
Questions about the J. Josephson, Inc. 401(k)
Does J. Josephson, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $94,235 in employer contributions for plan year 2024.
Does the J. Josephson, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the J. Josephson, Inc 401(k) plan?
81 participants at the start of plan year 2024, 78 of them active employees.
What is the average 401(k) balance at J. Josephson, Inc?
About $22,280 per account: $1.60 million in plan assets across 72 accounts with a balance at the end of plan year 2024.
Who manages the J. Josephson, Inc 401(k) accounts?
Principal is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at J. Josephson, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.