What public Form 5500 filings show about the Southwest Shoulder Elbow & Hand Center, P.C. 401(k) plan — and how to find and check your own account.
Southwest Shoulder Elbow & Hand Center, P.C. (EIN 86-0909447) reports SOUTHWEST SHOULDER ELBOW & HAND CENTER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) on its most recent Form 5500, with $15.2M in plan assets across 21 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 Southwest Shoulder Elbow & Hand Center, P.C. filing — schedules, fees, and providers.
Southwest Shoulder Elbow & Hand Center, P.C.’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 Southwest Shoulder Elbow & Hand Center, P.C.HR for the recordkeeper’s name and login.
