What public Form 5500 filings show about the Jonathan D. Bell DBA JON Bell, Real Estate Agent 401(k) plan — and how to find and check your own account.
Jonathan D. Bell DBA JON Bell, Real Estate Agent (EIN 83-4515265) reports JON BELL, REAL ESTATE AGENT 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $208K in plan assets across 2 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 Jonathan D. Bell DBA JON Bell, Real Estate Agent filing — schedules, fees, and providers.
Jonathan D. Bell DBA JON Bell, Real Estate Agent’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 Jonathan D. Bell DBA JON Bell, Real Estate AgentHR for the recordkeeper’s name and login.
