What public Form 5500 filings show about the Apex Tax and Advisory 401(k) plan — and how to find and check your own account.
Apex Tax and Advisory (EIN 92-1601488) reports WILLIAM E. PAPPAS, CPA, INC. 401(K) PLAN on its most recent Form 5500, with $166K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Apex Tax and Advisory filing — schedules, fees, and providers.
Apex Tax and Advisory’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Apex Tax and AdvisoryHR for the recordkeeper’s name and login.
