KB CPA SERVICES, P.A. 401(k) Plan
What public Form 5500 filings show about the KB CPA SERVICES, P.A. 401(k) plan — and how to find and check your own account.
The KB CPA SERVICES, P.A. 401(k) on its latest Form 5500
KB CPA SERVICES, P.A. (EIN 85-2103397) reports KB CPA SERVICES, P.A. 401(K) PLAN on its most recent Form 5500, with $39K 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 KB CPA SERVICES, P.A. filing — schedules, fees, and providers.
Who runs the KB CPA SERVICES, P.A. 401(k)?
KB CPA SERVICES, P.A.’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 KB CPA SERVICES, P.A.HR for the recordkeeper’s name and login.
How to check your KB CPA SERVICES, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KB CPA SERVICES, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).