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401k Sponsoring company profile

JBROOKS WEALTH ADVISORS, PC has sponsored the creation of one or more 401k plans.

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
4647 NORTH 32ND STREET
SUITE B245
PHOENIX
AZ
85018
Date first seen: 2007-01-01
Date last seen: 2023-12-31

JBROOKS WEALTH ADVISORS, PC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN2018-11-01 2016-11-01
001JBROOKS WEALTH ADVISORS, PC PROFIT SHARING 401(K) PLAN2018-11-01 2015-11-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2022-11-29Employer Contributions $ 152,427
2022-11-29Employee Contributions $ 152,427
2022-05-10Employer Contributions $ 46,000
2022-05-10Employee Contributions $ 46,000

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