· 2022–2024 · DOL EFAST2

PBJ WEALTH MANAGEMENT, INC. — PBJ WEALTH MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250204131322NAL0014020928001

PBJ WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PBJ WEALTH MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

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

59

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PBJ WEALTH MANAGEMENT, INC.

EIN

61-1573766all filings

Address

2700 BELLEVUE AVE. · SYRACUSE, NY · 13219

Phone

(315) 748-4878

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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