HEALTH PLANNING COUNCIL OF SOU 401(k) Plan
What public Form 5500 filings show about the HEALTH PLANNING COUNCIL OF SOU 401(k) plan — and how to find and check your own account.
The HEALTH PLANNING COUNCIL OF SOU 401(k) on its latest Form 5500
HEALTH PLANNING COUNCIL OF SOU (EIN 59-2269305) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. on its most recent Form 5500, with $11.5M in plan assets across 145 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 HEALTH PLANNING COUNCIL OF SOU filing — schedules, fees, and providers.
Who runs the HEALTH PLANNING COUNCIL OF SOU 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HEALTH PLANNING COUNCIL OF SOU 401(k).
How to check your HEALTH PLANNING COUNCIL OF SOU 401(k)
- Log in to Mutual of America’s participant portal (the site on your statements).
- Ask HEALTH PLANNING COUNCIL OF SOU 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).