What public Form 5500 filings show about the Johnson and McDonald, PLLC 401(k) plan — and how to find and check your own account.
Johnson and McDonald, PLLC (EIN 82-4767025) reports WENATCHEE VALLEY ORAL AND FACIAL SURGERY RETIREMENT PLAN on its most recent Form 5500, with $2.3M in plan assets across 27 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 Johnson and McDonald, PLLC filing — schedules, fees, and providers.
Johnson and McDonald, 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 Johnson and McDonald, PLLCHR for the recordkeeper’s name and login.
