What public Form 5500 filings show about the J.P. Licks Mgmt Assoc. Inc. 401(k) plan — and how to find and check your own account.
J.P. Licks Mgmt Assoc. Inc. (EIN 01-0620638) reports J.P. LICKS MGMT ASSOC., INC. PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.0M in plan assets across 193 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 J.P. Licks Mgmt Assoc. Inc. filing — schedules, fees, and providers.
J.P. Licks Mgmt Assoc. 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 J.P. Licks Mgmt Assoc. Inc.HR for the recordkeeper’s name and login.