How big is JBJ Financial, LLC's plan?

JBJ Financial, LLC's plan reported $347K in assets and 9 participants for 2024.

Original filing (PDF)20250721104009NAL0000606115001

JBJ Financial, LLC

Name: JBJ Financial, LLC — JBJ Financial 401(k) Plan, Form 5500 (2024)
Creator: JBJ Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JBJ Financial 401(k) Plan

401(k) retirement plan · JBJ Financial, LLC's JBJ Financial 401(k) Plan held $347K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

Plan identifiers

JBJ Financial, LLC's EIN is 30-0953706.

EIN 30-0953706

Plan number 001

Plan year 2024

ACK ID 20250721104009NAL0000606115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JBJ Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JBJ Financial, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JBJ FINANCIAL, LLC.

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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