JBT Wealth Management (EIN 36-4275120) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.2M in plan assets and 28 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| JBT Wealth Management Cash Balance Plan | 002 | 14 | $1.3M |
| JBT Wealth Management 401(k) Plan | 001 | 14 | $897K |
36-4275120 is the Employer Identification Number (EIN) JBT Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
