How big is JP Wealth Management, Inc.'s plan?

JP Wealth Management, Inc.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251009113639NAL0006517249001

JP Wealth Management, Inc.

Name: JP Wealth Management, Inc. — JP Wealth Management, Form 5500 (2024)
Creator: JP Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JP Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · JP Wealth Management, Inc.'s JP Wealth Management, Inc. 401(k) Plan held $1.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

JP Wealth Management, Inc.'s EIN is 20-0303460.

EIN 20-0303460

Plan number 001

Plan year 2024

ACK ID 20251009113639NAL0006517249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JP Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JP Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JP WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score