Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

BONNIE HELFNER, DDS, PC 401(k) Plan

What public Form 5500 filings show about the BONNIE HELFNER, DDS, PC 401(k) plan — and how to find and check your own account.

Plan assets
$195K
Participants
11
Plans on file
1

The BONNIE HELFNER, DDS, PC 401(k) on its latest Form 5500

BONNIE HELFNER, DDS, PC (EIN 11-3536259) reports BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $195K in plan assets across 11 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 BONNIE HELFNER, DDS, PC filing — schedules, fees, and providers.

Who runs the BONNIE HELFNER, DDS, PC 401(k)?

BONNIE HELFNER, DDS, 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 BONNIE HELFNER, DDS, PCHR for the recordkeeper’s name and login.

How to check your BONNIE HELFNER, DDS, PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BONNIE HELFNER, DDS, PC 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: BONNIE HELFNER, DDS, PC — all Form 5500 filings (EIN 11-3536259) · New York employer EIN lookup · Form 5500 search
BONNIE HELFNER, DDS, PC 401(k) Plan — Form 5500