OpenERISA

Jrs Wealth Management

Mason, OH, 45040

EIN 82-3327249
Plans
2
Total participants
34
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Jrs Wealth Management 401(K) P/S Plan6
2024Form 5500-SF002Jrs Wealth Management Cash Balance Pension Plan4
2023Form 5500-SF001Jrs Wealth Management 401(K) P/S Plan6
2022Form 5500-SF001Jrs Wealth Management 401(K) P/S Plan6
2021Form 5500-SF001Jrs Wealth Management 401(K) P/S Plan6
2020Form 5500-SF001Jrs Wealth Management 401(K) P/S Plan6

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.

Other plan sponsors in Ohio

All Ohio plan sponsors →