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Home/Plans/Jbrooks Wealth Advisors, PC

Original filing (PDF)20251215100028NAL0000666851001

Jbrooks Wealth Advisors, PC

Form 5500-SF

FILING_RECEIVED

Jbrooks Wealth Advisors, PC Cash Balance Plan

Defined-benefit pension plan · Jbrooks Wealth Advisors, PC's Jbrooks Wealth Advisors, PC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan identifiers

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

EIN 86-0614576

Plan number 002

Plan year 2024

ACK ID 20251215100028NAL0000666851001

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 a cash-balance formula.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JBROOKS WEALTH ADVISORS, PC

EIN

Address

819 CHUREO STREET · PRESCOTT, AZ · 86301

Phone

(602) 292-2009

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-12-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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