Company Name: | JBT WEALTH MANAGEMENT |
Employer identification number (EIN): | 364275120 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
USA Location Address | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | JBT WEALTH MANAGEMENT CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-13 | Employer Contributions | $ 3,190 |
2023-09-13 | Employee Contributions | $ 3,190 |
2023-03-09 | Employer Contributions | $ 323,856 |
2023-03-09 | Employee Contributions | $ 323,856 |
2022-03-01 | Employer Contributions | $ 342,797 |
2022-03-01 | Employee Contributions | $ 342,797 |