What public Form 5500 filings show about the Peter Cheng CPA, PC 401(k) plan — and how to find and check your own account.
Peter Cheng CPA, PC (EIN 13-3481600) reports PETER CHENG CPA, PC 401(K) PLAN on its most recent Form 5500, with $3.5M in plan assets across 7 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 Peter Cheng CPA, PC filing — schedules, fees, and providers.
Peter Cheng CPA, PC’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 Peter Cheng CPA, PCHR for the recordkeeper’s name and login.
