What public Form 5500 filings show about the James Bryan Bonny, DDS, PC 401(k) plan — and how to find and check your own account.
James Bryan Bonny, DDS, PC (EIN 87-0674972) reports JAMES BONNY, DDS 401(K) PLAN on its most recent Form 5500, with $518K in plan assets across 4 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 James Bryan Bonny, DDS, PC filing — schedules, fees, and providers.
James Bryan Bonny, DDS, PC’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 James Bryan Bonny, DDS, PCHR for the recordkeeper’s name and login.
