OpenERISA

Jtw Financial Services, INC.

Diamond Bar, CA, 91765

EIN 68-0601927
Plans
2
Total participants
35
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Jtw Financial Services, INC. Defined Benefit Pension Plan1
2024Form 5500-SF003Jtw Financial Services, INC. 401(K) Plan5
2023Form 5500-SF002Jtw Financial Services, INC. Defined Benefit Pension Plan1
2023Form 5500-SF003Jtw Financial Services, INC. 401(K) Plan5
2022Form 5500-SF002Jtw Financial Services, INC. Defined Benefit Pension Plan1
2022Form 5500-SF003Jtw Financial Services, INC. 401(K) Plan5
2021Form 5500-SF002Jtw Financial Services, INC. Defined Benefit Pension Plan2
2021Form 5500-SF003Jtw Financial Services, INC. 401(K) Plan6
2020Form 5500-SF002Jtw Financial Services, INC. Defined Benefit Pension Plan2
2020Form 5500-SF003Jtw Financial Services, INC. 401(K) Plan7

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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