OpenERISA

Jamison Private Wealth Management, INC.

Milton, GA, 30004

EIN 58-1833272
Plans
3
Total participants
43
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan5
2024Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan5
2024Form 5500-SF501Jamison Private Wealth Management Gcf Benefit Plan3
2023Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan5
2023Form 5500-SF501Jamison Private Wealth Management Gcf Benefit Plan3
2022Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan4
2022Form 5500-SF501Jamison Private Wealth Management Gcf Benefit Plan2
2021Form 5500-SF001Jamison Private Wealth Management, INC. Defined Benefit Plan0
2021Form 5500-SF001Jamison Private Wealth Management, INC. Defined Benefit Plan0
2021Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan4
2021Form 5500-SF501Jamison Private Wealth Management Gcf Benefit Plan2
2020Form 5500-SF001Jamison Private Wealth Management, INC. Defined Benefit Plan4
2020Form 5500-SF002Jamison Private Wealth Management, INC. 401(K) Plan4
2020Form 5500-SF501Jamison Private Wealth Management Gcf Benefit Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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