What public Form 5500 filings show about the Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI 401(k) plan — and how to find and check your own account.
Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI (EIN 65-0013512) reports ADVANCED ORTHOPEDICS & SPORTS MEDICINE OF SWFL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.7M in plan assets across 16 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 Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI filing — schedules, fees, and providers.
Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI’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 Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDIHR for the recordkeeper’s name and login.
