Joe'S Union, Lp Dba Original Joe'S — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Joe'S Union, Lp Dba Original Joe'S (EIN 45-2430773) is a plan sponsor located in San Francisco, CA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-2430773
Location
San Francisco, CA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Joe'S Union, Lp Dba Original Joe'S

  • 4 loaded plans hold $310.8K in reported assets.
  • The largest, Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 505, holds 100% of this company's reported plan assets.
  • Plans cover 252 reported participants.
  • 4 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$310.8KSummed across loaded plans$310,770
Total reported assets$310.8K$310,770
Total reported participants252
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$310.8K total assets
Net assets$310.8KLiabilities
Contributions & income
Employer contributions$372.1K
Participant contributionsNot reported
Total income / additions$381.4K
Expenses & distributions
Benefits paid / distributions$23.2K
Total expenses$54.1K
Net increase / (decrease)$327.3K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 505
Participants per plan63Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #505 · 67 participants · 2023
  2. 2
  3. 3
  4. 4
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Joe'S Union, Lp Dba Original Joe'S. Open one for its full reported snapshot.

  1. 2023
    Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 50567 participants · 2Sch I
    View filing →
  2. 2023
    Joe'S Union, Lp Dba Original Joe'S Health & Welfare Plan #5080 participants · 2Sch I
    View filing →
  3. 2023
    Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 50799 participants · 2Sch I
    View filing →
  4. 2023
    Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 50686 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Joe'S Union, Lp Dba Original Joe'S report on Form 5500?
Joe'S Union, Lp Dba Original Joe'S (EIN 45-2430773) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Joe'S Union, Lp Dba Original Joe'S?
The Employer Identification Number (EIN) reported for Joe'S Union, Lp Dba Original Joe'S is 45-2430773.
What is the latest Form 5500 filing year for Joe'S Union, Lp Dba Original Joe'S?
The latest loaded Form 5500 filing year for Joe'S Union, Lp Dba Original Joe'S is 2023.

Related Form 5500 pages