What public Form 5500 filings show about the Donna Medical Clinic, P.A. 401(k) plan — and how to find and check your own account.
Donna Medical Clinic, P.A. (EIN 22-3875437) reports DONNA MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.5M in plan assets across 117 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 Donna Medical Clinic, P.A. filing — schedules, fees, and providers.
Donna Medical Clinic, P.A.’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 Donna Medical Clinic, P.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CARROLL & COOK CPAS.
