What public Form 5500 filings show about the Jonathan David MD PC 401(k) plan — and how to find and check your own account.
Jonathan David MD PC (EIN 13-3968004) reports JONATHAN DAVID MD PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $325K in plan assets across 2 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 Jonathan David MD PC filing — schedules, fees, and providers.
Jonathan David MD 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 Jonathan David MD PCHR for the recordkeeper’s name and login.
