What public Form 5500 filings show about the Gerald M Winkler DMD PC 401(k) Profit Sharing Plan & Trust 401(k) plan — and how to find and check your own account.
Gerald M Winkler DMD PC 401(k) Profit Sharing Plan & Trust (EIN 33-1212644) reports GERALD M WINKLER DMD PC 401 (K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3K in plan assets across 7 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 Gerald M Winkler DMD PC 401(k) Profit Sharing Plan & Trust filing — schedules, fees, and providers.
Gerald M Winkler DMD PC 401(k) Profit Sharing Plan & Trust’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 Gerald M Winkler DMD PC 401(k) Profit Sharing Plan & TrustHR for the recordkeeper’s name and login.
