What public Form 5500 filings show about the Philip Jay Batton DDS 401(k) plan — and how to find and check your own account.
Philip Jay Batton DDS (EIN 35-1386491) reports PHILIP JAY BATTON DDS PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 4 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 Philip Jay Batton DDS filing — schedules, fees, and providers.
Philip Jay Batton 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 Philip Jay Batton DDSHR for the recordkeeper’s name and login.