What public Form 5500 filings show about the West Florida Medical Associates P.A. 401(k) plan — and how to find and check your own account.
West Florida Medical Associates P.A. (EIN 59-3411454) reports WEST FLORIDA MEDICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $31.4M in plan assets across 119 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 West Florida Medical Associates P.A. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your West Florida Medical Associates P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VOYA RETIREMENT ADVISORS, VOYA RETIREMENT INS & ANNUITY CO.
