What public Form 5500 filings show about the Jackson Pulmonary Associates, P.A. 401(k) plan — and how to find and check your own account.
Jackson Pulmonary Associates, P.A. (EIN 64-0735747) reports JACKSON PULMONARY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST on its most recent Form 5500, with $34.0M in plan assets across 88 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 Jackson Pulmonary Associates, P.A. filing — schedules, fees, and providers.
Jackson Pulmonary Associates, 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 Jackson Pulmonary Associates, P.A.HR for the recordkeeper’s name and login.