What public Form 5500 filings show about the Joanna Cheung DDS Inc. 401(k) plan — and how to find and check your own account.
Joanna Cheung DDS Inc. (EIN 45-2854139) reports JOANNA CHEUNG DDS INC 401K on its most recent Form 5500, with $472K in plan assets across 4 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 Joanna Cheung DDS Inc. filing — schedules, fees, and providers.
Joanna Cheung DDS Inc.’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 Joanna Cheung DDS Inc.HR for the recordkeeper’s name and login.
