What public Form 5500 filings show about the Jeffrey Caplan MD PA 401(k) plan — and how to find and check your own account.
Jeffrey Caplan MD PA (EIN 20-0028456) reports JEFFREY CAPLAN MD PA 401(K) PLAN on its most recent Form 5500, with $192K in plan assets across 3 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 Jeffrey Caplan MD PA filing — schedules, fees, and providers.
Jeffrey Caplan MD PA’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 Jeffrey Caplan MD PAHR for the recordkeeper’s name and login.
