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  2. JOHNSON MOWDY ASSOCIATES, CPA'S, PC
Sponsor portfolio

JOHNSON MOWDY ASSOCIATES, CPA'S, PC

EIN 26-1782800-accounting-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
22
P.O. BOX 1060 - AQUEBOGUE, NY 11931631-728-2500jmacpa.bizLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$2.9M - 12 part#002CashBalance-$2.5M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)10
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOHNSON MOWDY ASSOCIATES, CPAS, PC 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHNSON MOWDY ASSOCIATES, CPA'S, PC CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHNSON MOWDY ASSOCIATES, CPAS, PC 401(K) PROFIT SHARING PLAN401k$2.9M122025
002JOHNSON MOWDY ASSOCIATES, CPA'S, PC CASH BALANCE PLANCashBalance$2.5M102025
Retirement plans
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