What public Form 5500 filings show about the Jeffrey Sugar, MD 401(k) plan — and how to find and check your own account.
Jeffrey Sugar, MD (EIN 13-4036330) reports JEFFREY SUGAR, MD 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $6.1M in plan assets across 6 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 Sugar, MD filing — schedules, fees, and providers.
Jeffrey Sugar, MD’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 Sugar, MDHR for the recordkeeper’s name and login.
