Original filing (PDF)20251215100614NAL0000668467001

Jbrooks Wealth Advisors, PC

Name: Jbrooks Wealth Advisors, PC — Jbrooks Wealth, Form 5500 (2024)
Creator: Jbrooks Wealth Advisors, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jbrooks Wealth Advisors, PC Profit Sharing 401(k) Plan

401(k) retirement plan · Jbrooks Wealth Advisors, PC's Jbrooks Wealth Advisors, PC Profit Sharing 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jbrooks Wealth Advisors, PC's EIN is 86-0614576.

EIN 86-0614576

Plan number 001

Plan year 2024

ACK ID 20251215100614NAL0000668467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jbrooks Wealth Advisors, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jbrooks Wealth Advisors, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score