What public Form 5500 filings show about the Jason Duncan Psychology PLLC 401(k) plan — and how to find and check your own account.
Jason Duncan Psychology PLLC (EIN 81-3860169) reports COGNITIVE BEHAVIORAL THERAPY AND ASSESSMENT ASSOCI 401(K) PLAN on its most recent Form 5500, with $285K in plan assets across 22 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 Jason Duncan Psychology PLLC filing — schedules, fees, and providers.
Jason Duncan Psychology PLLC’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 Jason Duncan Psychology PLLCHR for the recordkeeper’s name and login.
