What public Form 5500 filings show about the Jason Samona, DO, PLLC 401(k) plan — and how to find and check your own account.
Jason Samona, DO, PLLC (EIN 87-0838268) reports JASON SAMONA, DO, PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $335K 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 Jason Samona, DO, PLLC filing — schedules, fees, and providers.
Jason Samona, DO, PLLC’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 Jason Samona, DO, PLLCHR for the recordkeeper’s name and login.
