What public Form 5500 filings show about the J. Michael Banks, CPA, P.L.L.C. 401(k) plan — and how to find and check your own account.
J. Michael Banks, CPA, P.L.L.C. (EIN 46-1377607) reports J. MICHAEL BANKS, CPA, P.L.L.C. 401(K) PLAN on its most recent Form 5500, with $102K in plan assets across 3 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 J. Michael Banks, CPA, P.L.L.C. filing — schedules, fees, and providers.
J. Michael Banks, CPA, P.L.L.C.’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 J. Michael Banks, CPA, P.L.L.C.HR for the recordkeeper’s name and login.
