Peter Joseph, Inc. 401(k) Plan: Login, Facts & Contact Information

Peter Joseph, Inc. 401(k) Plan Facts

Plan name
PETER JOSEPH, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PETER JOSEPH, INC.
Participants
195 (142 active employees)
Plan assets
$5,980,455 at Dec 31, 2024
Average account balance
$85,435 across 70 accounts
Employer contributions
$82,188 in plan year 2024 (34% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $242,217 went into the plan in contributions, $82,188 of it from the employer (34%).
  • $769,806 was paid out to participants.
  • Investment and other income added $758,648.

How the Peter Joseph, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019183$4.16 million$73,086$118,602
2020172$5.15 million$83,485$12,106
2021184$5.84 million$96,166$294,717
2022202$4.88 million$93,636$346,227
2023203$5.76 million$82,722$195,715
2024195$5.98 million$82,188$769,806

Peter Joseph, Inc. 401(k) Contact Information

Phone
563-888-5828
Mailing address
5221 GRAND AVENUE #A, DAVENPORT IA 52807
Plan sponsor
PETER JOSEPH, INC.
Employer identification number (EIN)
42-1365940
Plan number
001

Questions about the Peter Joseph, Inc. 401(k)

Does Peter Joseph, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $82,188, 34% of all contributions.

Does the Peter Joseph, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Peter Joseph, Inc 401(k) plan?

195 participants at the start of plan year 2024, 142 of them active employees.

What is the average 401(k) balance at Peter Joseph, Inc?

About $85,435 per account: $5.98 million in plan assets across 70 accounts with a balance at the end of plan year 2024.

Who manages the Peter Joseph, Inc 401(k) accounts?

Capital Group / American Funds is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Peter Joseph, Inc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds 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.

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