What public Form 5500 filings show about the Matthew Morkin, DDS 401(k) plan — and how to find and check your own account.
Matthew Morkin, DDS (EIN 37-4179880) reports MATTHEW MORKIN, DDS 401(K) PROFIT-SHARING PLAN & TRUST on its most recent Form 5500, with $3.1M 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 Matthew Morkin, DDS filing — schedules, fees, and providers.
Matthew Morkin, DDS’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 Matthew Morkin, DDSHR for the recordkeeper’s name and login.
