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  5. JBT WEALTH MANAGEMENT COMPANY

JBT WEALTH MANAGEMENT COMPANY

Company Details

Entity Name: JBT WEALTH MANAGEMENT COMPANY
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 11 Feb 1999
Company Number: CORP_60349495
File Number: 60349495
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JBT WEALTH MANAGEMENT CASH BALANCE PLAN 2023 364275120 2024-08-30 JBT WEALTH MANAGEMENT 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 700, CHICAGO, IL, 60606
JBT WEALTH MANAGEMENT 401(K) PLAN AND TRUST 2023 364275120 2024-08-30 JBT WEALTH MANAGEMENT 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 700, CHICAGO, IL, 60606
JBT WEALTH MANAGEMENT CASH BALANCE PLAN 2022 364275120 2023-09-29 JBT WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 700, CHICAGO, IL, 60606
JBT WEALTH MANAGEMENT 401(K) PLAN AND TRUST 2022 364725120 2023-10-03 JBT WEALTH MANAGEMENT 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 700, CHICAGO, IL, 60606
JBT WEALTH MANAGEMENT CASH BALANCE PLAN 2021 364275120 2022-10-11 JBT WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 700, CHICAGO, IL, 60606
JBT WEALTH MANAGEMENT 401(K) PLAN AND TRUST 2021 364725120 2022-03-09 JBT WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 3122740718
Plan sponsor’s address 200 S. WACKER DRIVE, STE. 2500, CHICAGO, IL, 60606

Agent

Name and Address Role Appointment Date
MICHAEL PHILLIPS, 123 W FRONT ST STE 200, WHEATON, 60187, DU PAGE Agent 2023-02-09

President

Name and Address Role
ANDY TENNENT, 123 W FRONT STWHEATON, IL, 60187 President

Secretary

Name and Address Role
NONE Secretary

Historical Names

Name Change Date
NSC CHICAGO, INC. 2016-05-03
NAVISIS FINANCIAL COMPANY 2016-01-28
JFB AND ASSOCIATES, INC. 2009-09-10
FIRST NATIONAL SECURITIES, INC. 2002-05-28
BM CAPITAL, INC. 2001-12-10

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 12000000 10000000000 No data

Related by officers

NONE

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MICHAEL PHILLIPS, 123 W FRONT ST STE 200, WHEATON, 60187, DU PAGE

RENDELL ELECTRONICS, INCORPORATED GOVERNMENTAL BUSINESS SYSTEMS, INC. PATRICK BARTEL ENTERPRISES, INC. MCNALLY REALTY GROUP LLC WARRIOR FITNESS LLC P3 CONSULTING, LLC MRG-MAC LLC MIDWEST MINING & MATERIALS, LLC A. BARTEL ENTERPRISE, INC. GRAND THEATER CORPORATION

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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