What public Form 5500 filings show about the JCG CPA PC d/b/a JCG CPA Firm 401(k) plan — and how to find and check your own account.
JCG CPA PC d/b/a JCG CPA Firm (EIN 47-1277409) reports JCG CPA PC 401(K) PLAN on its most recent Form 5500, with $64K in plan assets across 25 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 JCG CPA PC d/b/a JCG CPA Firm filing — schedules, fees, and providers.
JCG CPA PC d/b/a JCG CPA Firm’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 JCG CPA PC d/b/a JCG CPA FirmHR for the recordkeeper’s name and login.