What public Form 5500 filings show about the David Weinstein, D.M.D., P.C. 401(k) plan — and how to find and check your own account.
David Weinstein, D.M.D., P.C. (EIN 13-3961834) reports DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $402K in plan assets across 17 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 David Weinstein, D.M.D., P.C. filing — schedules, fees, and providers.
David Weinstein, D.M.D., P.C.’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 David Weinstein, D.M.D., P.C.HR for the recordkeeper’s name and login.