Civic Intelligence

Jbrooks Wealth Advisors PC

Plan context: JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN

EIN 86-0614576 • Prescott, AZ • 28 filings • 4 plans

819 Chureo StreetPrescott, AZ 86301
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,073,198

2024 Contributions

$75,842

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,073,198$1,536,599$0199920172023YearValue
$3,073,198Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630199920152023YearValue
4Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202420$0$0-
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-0$0--
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-0$0--
202324$3,073,198$75,842$18,961iApproximate average salary by contribution assumption: employee only about $474,013 at 4% or $316,008 at 6%; with 50% employer match about $316,008 at 4% or $210,672 at 6%; with 100% employer match about $237,006 at 4% or $158,004 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$1,579,082--
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$1,494,116$75,842$18,961iApproximate average salary by contribution assumption: employee only about $474,013 at 4% or $316,008 at 6%; with 50% employer match about $316,008 at 4% or $210,672 at 6%; with 100% employer match about $237,006 at 4% or $158,004 at 6%.
202224$2,277,571$289,000$72,250iApproximate average salary by contribution assumption: employee only about $1,806,250 at 4% or $1,204,167 at 6%; with 50% employer match about $1,204,167 at 4% or $802,778 at 6%; with 100% employer match about $903,125 at 4% or $602,083 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$1,155,084$209,793$104,897iApproximate average salary by contribution assumption: employee only about $2,622,413 at 4% or $1,748,275 at 6%; with 50% employer match about $1,748,275 at 4% or $1,165,517 at 6%; with 100% employer match about $1,311,206 at 4% or $874,138 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$1,122,487$79,207$19,802iApproximate average salary by contribution assumption: employee only about $495,044 at 4% or $330,029 at 6%; with 50% employer match about $330,029 at 4% or $220,019 at 6%; with 100% employer match about $247,522 at 4% or $165,015 at 6%.
202124$1,923,416$268,573$67,143iApproximate average salary by contribution assumption: employee only about $1,678,581 at 4% or $1,119,054 at 6%; with 50% employer match about $1,119,054 at 4% or $746,036 at 6%; with 100% employer match about $839,291 at 4% or $559,527 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$1,012,541$72,573$18,143iApproximate average salary by contribution assumption: employee only about $453,581 at 4% or $302,388 at 6%; with 50% employer match about $302,388 at 4% or $201,592 at 6%; with 100% employer match about $226,791 at 4% or $151,194 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$910,875$196,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
202024$1,947,759$187,446$46,862iApproximate average salary by contribution assumption: employee only about $1,171,538 at 4% or $781,025 at 6%; with 50% employer match about $781,025 at 4% or $520,683 at 6%; with 100% employer match about $585,769 at 4% or $390,513 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$1,102,642$68,446$17,112iApproximate average salary by contribution assumption: employee only about $427,788 at 4% or $285,192 at 6%; with 50% employer match about $285,192 at 4% or $190,128 at 6%; with 100% employer match about $213,894 at 4% or $142,596 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$845,117$119,000$59,500iApproximate average salary by contribution assumption: employee only about $1,487,500 at 4% or $991,667 at 6%; with 50% employer match about $991,667 at 4% or $661,111 at 6%; with 100% employer match about $743,750 at 4% or $495,833 at 6%.
201924$1,538,080$195,830$48,958iApproximate average salary by contribution assumption: employee only about $1,223,938 at 4% or $815,958 at 6%; with 50% employer match about $815,958 at 4% or $543,972 at 6%; with 100% employer match about $611,969 at 4% or $407,979 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$842,334$66,830$16,708iApproximate average salary by contribution assumption: employee only about $417,688 at 4% or $278,458 at 6%; with 50% employer match about $278,458 at 4% or $185,639 at 6%; with 100% employer match about $208,844 at 4% or $139,229 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$695,746$129,000$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
201824$1,365,088$233,692$58,423iApproximate average salary by contribution assumption: employee only about $1,460,575 at 4% or $973,717 at 6%; with 50% employer match about $973,717 at 4% or $649,144 at 6%; with 100% employer match about $730,288 at 4% or $486,858 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$749,040$66,892$16,723iApproximate average salary by contribution assumption: employee only about $418,075 at 4% or $278,717 at 6%; with 50% employer match about $278,717 at 4% or $185,811 at 6%; with 100% employer match about $209,038 at 4% or $139,358 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$616,048$166,800$83,400iApproximate average salary by contribution assumption: employee only about $2,085,000 at 4% or $1,390,000 at 6%; with 50% employer match about $1,390,000 at 4% or $926,667 at 6%; with 100% employer match about $1,042,500 at 4% or $695,000 at 6%.
201724$1,035,870$275,458$68,865iApproximate average salary by contribution assumption: employee only about $1,721,613 at 4% or $1,147,742 at 6%; with 50% employer match about $1,147,742 at 4% or $765,161 at 6%; with 100% employer match about $860,806 at 4% or $573,871 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$623,870$69,458$17,365iApproximate average salary by contribution assumption: employee only about $434,113 at 4% or $289,408 at 6%; with 50% employer match about $289,408 at 4% or $192,939 at 6%; with 100% employer match about $217,056 at 4% or $144,704 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$412,000$206,000$103,000iApproximate average salary by contribution assumption: employee only about $2,575,000 at 4% or $1,716,667 at 6%; with 50% employer match about $1,716,667 at 4% or $1,144,444 at 6%; with 100% employer match about $1,287,500 at 4% or $858,333 at 6%.
201624$753,900$266,893$66,723iApproximate average salary by contribution assumption: employee only about $1,668,081 at 4% or $1,112,054 at 6%; with 50% employer match about $1,112,054 at 4% or $741,369 at 6%; with 100% employer match about $834,041 at 4% or $556,027 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-4$553,900$66,893$16,723iApproximate average salary by contribution assumption: employee only about $418,081 at 4% or $278,721 at 6%; with 50% employer match about $278,721 at 4% or $185,814 at 6%; with 100% employer match about $209,041 at 4% or $139,360 at 6%.
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN-2$200,000$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201513$410,661$407,787$135,929iApproximate average salary by contribution assumption: employee only about $3,398,225 at 4% or $2,265,483 at 6%; with 50% employer match about $2,265,483 at 4% or $1,510,322 at 6%; with 100% employer match about $1,699,113 at 4% or $1,132,742 at 6%.
Jbrooks Wealth Advisors PC Profit Sharing 401(K) Plan-3$410,661$407,787$135,929iApproximate average salary by contribution assumption: employee only about $3,398,225 at 4% or $2,265,483 at 6%; with 50% employer match about $2,265,483 at 4% or $1,510,322 at 6%; with 100% employer match about $1,699,113 at 4% or $1,132,742 at 6%.
200711$1,350,158$15,125$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
Brooks & Associates, CPA PC Profit Sharing Plan-1$1,350,158$15,125$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
200611$0$0-
Brooks & Associates, CPA PC Profit Sharing Plan-1---
200511$1,105,313$61,366$61,366iApproximate average salary by contribution assumption: employee only about $1,534,150 at 4% or $1,022,767 at 6%; with 50% employer match about $1,022,767 at 4% or $681,844 at 6%; with 100% employer match about $767,075 at 4% or $511,383 at 6%.
Brooks & Associates, CPA PC Profit Sharing Plan-1$1,105,313$61,366$61,366iApproximate average salary by contribution assumption: employee only about $1,534,150 at 4% or $1,022,767 at 6%; with 50% employer match about $1,022,767 at 4% or $681,844 at 6%; with 100% employer match about $767,075 at 4% or $511,383 at 6%.
200415$846,068$45,057$9,011iApproximate average salary by contribution assumption: employee only about $225,285 at 4% or $150,190 at 6%; with 50% employer match about $150,190 at 4% or $100,127 at 6%; with 100% employer match about $112,643 at 4% or $75,095 at 6%.
Brooks & Associates, CPA PC Profit Sharing Plan-5$846,068$45,057$9,011iApproximate average salary by contribution assumption: employee only about $225,285 at 4% or $150,190 at 6%; with 50% employer match about $150,190 at 4% or $100,127 at 6%; with 100% employer match about $112,643 at 4% or $75,095 at 6%.
200313$633,749$47,122$15,707iApproximate average salary by contribution assumption: employee only about $392,683 at 4% or $261,789 at 6%; with 50% employer match about $261,789 at 4% or $174,526 at 6%; with 100% employer match about $196,342 at 4% or $130,894 at 6%.
Brooks & Associates, CPA PC Profit Sharing Plan-3$633,749$47,122$15,707iApproximate average salary by contribution assumption: employee only about $392,683 at 4% or $261,789 at 6%; with 50% employer match about $261,789 at 4% or $174,526 at 6%; with 100% employer match about $196,342 at 4% or $130,894 at 6%.
200215$0$0-
Brooks & Associates, CPA PC Profit Sharing Plan-5---
200116$0$0-
Brooks & Associates, CPA PC Profit Sharing Plan-6---
200010$0$0-
Brooks & Associates, CPA PC Profit Sharing Plan-0---
199916$616,314$37,894$6,316iApproximate average salary by contribution assumption: employee only about $157,892 at 4% or $105,261 at 6%; with 50% employer match about $105,261 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.
Brooks & Associates, CPA PC Profit Sharing Plan-6$616,314$37,894$6,316iApproximate average salary by contribution assumption: employee only about $157,892 at 4% or $105,261 at 6%; with 50% employer match about $105,261 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.