What public Form 5500 filings show about the Peter M. Kellen, DDS & Steven P. Kirsch, DDS APC 401(k) plan — and how to find and check your own account.
Peter M. Kellen, DDS & Steven P. Kirsch, DDS APC (EIN 95-3420906) reports STEVEN P. KIRSCH, DDS & PERSHIN MORADI, DMD APC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.1M in plan assets across 8 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 Peter M. Kellen, DDS & Steven P. Kirsch, DDS APC filing — schedules, fees, and providers.
Peter M. Kellen, DDS & Steven P. Kirsch, DDS APC’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 Peter M. Kellen, DDS & Steven P. Kirsch, DDS APCHR for the recordkeeper’s name and login.
