What public Form 5500 filings show about the JEFF Wilson CPA P.S. 401(k) plan — and how to find and check your own account.
JEFF Wilson CPA P.S. (EIN 91-1274993) reports JEFF WILSON CPA P.S. RETIREMENT TRUST on its most recent Form 5500, with $286K in plan assets across 5 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 JEFF Wilson CPA P.S. filing — schedules, fees, and providers.
JEFF Wilson CPA P.S.’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 JEFF Wilson CPA P.S.HR for the recordkeeper’s name and login.
