What public Form 5500 filings show about the McKonly & Asbury, Certified Public Accountants 401(k) plan — and how to find and check your own account.
McKonly & Asbury, Certified Public Accountants (EIN 23-1909723) reports MCKONLY & ASBURY, C.P.A. DEFERRED SAVINGS PROFIT SHARING PLAN on its most recent Form 5500, with $18.7M in plan assets across 125 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 McKonly & Asbury, Certified Public Accountants filing — schedules, fees, and providers.
McKonly & Asbury, Certified Public Accountants’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 McKonly & Asbury, Certified Public AccountantsHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSURED PARTNERS CENTRAL PA, CONNECTCARE3, HIGHMARK BLUE SHIELD CENTRAL, JFS WEALTH ADVISORS, PCS RETIREMENT, BENECON GROUP.
