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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MISSION OAKS TAX AND ACCOUNTING, INC. 401(k) Plan

What public Form 5500 filings show about the MISSION OAKS TAX AND ACCOUNTING, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$259K
Participants
12
Plans on file
1

The MISSION OAKS TAX AND ACCOUNTING, INC. 401(k) on its latest Form 5500

MISSION OAKS TAX AND ACCOUNTING, INC. (EIN 81-0676838) reports MISSION OAKS TAX AND ACCOUNTING PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $259K in plan assets across 12 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 MISSION OAKS TAX AND ACCOUNTING, INC. filing — schedules, fees, and providers.

Who runs the MISSION OAKS TAX AND ACCOUNTING, INC. 401(k)?

MISSION OAKS TAX AND ACCOUNTING, 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 MISSION OAKS TAX AND ACCOUNTING, INC.HR for the recordkeeper’s name and login.

How to check your MISSION OAKS TAX AND ACCOUNTING, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MISSION OAKS TAX AND ACCOUNTING, INC. 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).
More on this employer: MISSION OAKS TAX AND ACCOUNTING, INC. — all Form 5500 filings (EIN 81-0676838) · California employer EIN lookup · Form 5500 search
MISSION OAKS TAX AND ACCOUNTING, INC. 401(k) Plan — Form 5500