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Company Name: | JBROOKS WEALTH ADVISORS, PC |
Employer identification number (EIN): | 860614576 |
NAIC Classification: | 541219 |
NAIC Description: | Other Accounting Services |
The following addresses have been detected on the 401k submissions:
USA Location Address | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN | 2018-11-01 | 2016-11-01 |
001 | JBROOKS WEALTH ADVISORS, PC PROFIT SHARING 401(K) PLAN | 2018-11-01 | 2015-11-01 |
Date | Type of contribution | Contribution |
---|---|---|
2022-11-29 | Employer Contributions | $ 152,427 |
2022-11-29 | Employee Contributions | $ 152,427 |
2022-05-10 | Employer Contributions | $ 46,000 |
2022-05-10 | Employee Contributions | $ 46,000 |