OpenERISA

Jbrooks Wealth Advisors, PC

Prescott, AZ, 86301

EIN 86-0614576
Plans
2
Total participants
22
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541219
Plan sponsors in ArizonaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Jbrooks Wealth Advisors, PC Profit Sharing 401(K) Plan0
2024Form 5500-SF002Jbrooks Wealth Advisors, PC Cash Balance Plan0
2023Form 5500-SF001Jbrooks Wealth Advisors, PC Profit Sharing 401(K) Plan2
2023Form 5500-SF002Jbrooks Wealth Advisors, PC Cash Balance Plan2
2022Form 5500-SF001Jbrooks Wealth Advisors, PC Profit Sharing 401(K) Plan4
2022Form 5500-SF002Jbrooks Wealth Advisors, PC Cash Balance Plan2
2021Form 5500-SF001Jbrooks Wealth Advisors, PC Profit Sharing 401(K) Plan4
2021Form 5500-SF002Jbrooks Wealth Advisors, PC Cash Balance Plan2
2020Form 5500-SF001Jbrooks Wealth Advisors, PC Profit Sharing 401(K) Plan4
2020Form 5500-SF002Jbrooks Wealth Advisors, PC Cash Balance 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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