Civic Intelligence

The Joseph Group LLC

Plan context: The Joseph Group LLC 401K Profit Sharing Plan

EIN 36-4729550 • Columbus, OH • 12 filings • 2 plans

605 S. Front Street, Suite 100Columbus, OH 43215
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$8,789,355

2025 Contributions

$951,285

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,789,355$4,394,678$0201420202025YearValue
$8,789,355Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33170201420202025YearValue
32Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025132$8,789,355$951,285$29,728iApproximate average salary by contribution assumption: employee only about $743,191 at 4% or $495,461 at 6%; with 50% employer match about $495,461 at 4% or $330,307 at 6%; with 100% employer match about $371,596 at 4% or $247,730 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-32$8,789,355$951,285$29,728iApproximate average salary by contribution assumption: employee only about $743,191 at 4% or $495,461 at 6%; with 50% employer match about $495,461 at 4% or $330,307 at 6%; with 100% employer match about $371,596 at 4% or $247,730 at 6%.
2024133$7,436,883$776,459$23,529iApproximate average salary by contribution assumption: employee only about $588,227 at 4% or $392,151 at 6%; with 50% employer match about $392,151 at 4% or $261,434 at 6%; with 100% employer match about $294,113 at 4% or $196,076 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-33$7,436,883$776,459$23,529iApproximate average salary by contribution assumption: employee only about $588,227 at 4% or $392,151 at 6%; with 50% employer match about $392,151 at 4% or $261,434 at 6%; with 100% employer match about $294,113 at 4% or $196,076 at 6%.
2023130$6,388,139$589,197$19,640iApproximate average salary by contribution assumption: employee only about $490,998 at 4% or $327,332 at 6%; with 50% employer match about $327,332 at 4% or $218,221 at 6%; with 100% employer match about $245,499 at 4% or $163,666 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-30$6,388,139$589,197$19,640iApproximate average salary by contribution assumption: employee only about $490,998 at 4% or $327,332 at 6%; with 50% employer match about $327,332 at 4% or $218,221 at 6%; with 100% employer match about $245,499 at 4% or $163,666 at 6%.
2022128$5,247,029$526,790$18,814iApproximate average salary by contribution assumption: employee only about $470,348 at 4% or $313,565 at 6%; with 50% employer match about $313,565 at 4% or $209,044 at 6%; with 100% employer match about $235,174 at 4% or $156,783 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-28$5,247,029$526,790$18,814iApproximate average salary by contribution assumption: employee only about $470,348 at 4% or $313,565 at 6%; with 50% employer match about $313,565 at 4% or $209,044 at 6%; with 100% employer match about $235,174 at 4% or $156,783 at 6%.
2021125$7,314,663$746,208$29,848iApproximate average salary by contribution assumption: employee only about $746,208 at 4% or $497,472 at 6%; with 50% employer match about $497,472 at 4% or $331,648 at 6%; with 100% employer match about $373,104 at 4% or $248,736 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-25$7,314,663$746,208$29,848iApproximate average salary by contribution assumption: employee only about $746,208 at 4% or $497,472 at 6%; with 50% employer match about $497,472 at 4% or $331,648 at 6%; with 100% employer match about $373,104 at 4% or $248,736 at 6%.
2020123$6,063,245$323,620$14,070iApproximate average salary by contribution assumption: employee only about $351,761 at 4% or $234,507 at 6%; with 50% employer match about $234,507 at 4% or $156,338 at 6%; with 100% employer match about $175,880 at 4% or $117,254 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-23$6,063,245$323,620$14,070iApproximate average salary by contribution assumption: employee only about $351,761 at 4% or $234,507 at 6%; with 50% employer match about $234,507 at 4% or $156,338 at 6%; with 100% employer match about $175,880 at 4% or $117,254 at 6%.
2019122$4,768,517$399,671$18,167iApproximate average salary by contribution assumption: employee only about $454,172 at 4% or $302,781 at 6%; with 50% employer match about $302,781 at 4% or $201,854 at 6%; with 100% employer match about $227,086 at 4% or $151,391 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-22$4,768,517$399,671$18,167iApproximate average salary by contribution assumption: employee only about $454,172 at 4% or $302,781 at 6%; with 50% employer match about $302,781 at 4% or $201,854 at 6%; with 100% employer match about $227,086 at 4% or $151,391 at 6%.
2018124$3,629,241$277,423$11,559iApproximate average salary by contribution assumption: employee only about $288,982 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,327 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-24$3,629,241$277,423$11,559iApproximate average salary by contribution assumption: employee only about $288,982 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,327 at 6%.
2017120$3,626,649$283,401$14,170iApproximate average salary by contribution assumption: employee only about $354,251 at 4% or $236,168 at 6%; with 50% employer match about $236,168 at 4% or $157,445 at 6%; with 100% employer match about $177,126 at 4% or $118,084 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-20$3,626,649$283,401$14,170iApproximate average salary by contribution assumption: employee only about $354,251 at 4% or $236,168 at 6%; with 50% employer match about $236,168 at 4% or $157,445 at 6%; with 100% employer match about $177,126 at 4% or $118,084 at 6%.
2016116$2,868,595$299,295$18,706iApproximate average salary by contribution assumption: employee only about $467,648 at 4% or $311,766 at 6%; with 50% employer match about $311,766 at 4% or $207,844 at 6%; with 100% employer match about $233,824 at 4% or $155,883 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-16$2,868,595$299,295$18,706iApproximate average salary by contribution assumption: employee only about $467,648 at 4% or $311,766 at 6%; with 50% employer match about $311,766 at 4% or $207,844 at 6%; with 100% employer match about $233,824 at 4% or $155,883 at 6%.
2015116$2,387,732$360,680$22,543iApproximate average salary by contribution assumption: employee only about $563,563 at 4% or $375,708 at 6%; with 50% employer match about $375,708 at 4% or $250,472 at 6%; with 100% employer match about $281,781 at 4% or $187,854 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-16$2,387,732$360,680$22,543iApproximate average salary by contribution assumption: employee only about $563,563 at 4% or $375,708 at 6%; with 50% employer match about $375,708 at 4% or $250,472 at 6%; with 100% employer match about $281,781 at 4% or $187,854 at 6%.
2014116$2,172,881$294,553$18,410iApproximate average salary by contribution assumption: employee only about $460,239 at 4% or $306,826 at 6%; with 50% employer match about $306,826 at 4% or $204,551 at 6%; with 100% employer match about $230,120 at 4% or $153,413 at 6%.
The Joseph Group LLC 401K Profit Sharing Plan-16$2,172,881$294,553$18,410iApproximate average salary by contribution assumption: employee only about $460,239 at 4% or $306,826 at 6%; with 50% employer match about $306,826 at 4% or $204,551 at 6%; with 100% employer match about $230,120 at 4% or $153,413 at 6%.
The Joseph Group LLC | EIN 36-4729550 | 2025 Form 5500 Company Profile