WINTER HAVEN ORAL SURGERY, P.A. 401(k) Plan
What public Form 5500 filings show about the WINTER HAVEN ORAL SURGERY, P.A. 401(k) plan — and how to find and check your own account.
The WINTER HAVEN ORAL SURGERY, P.A. 401(k) on its latest Form 5500
WINTER HAVEN ORAL SURGERY, P.A. (EIN 59-1971577) reports WINTER HAVEN ORAL SURGERY, P.A. EMPLOYEES PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.9M in plan assets across 14 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 WINTER HAVEN ORAL SURGERY, P.A. filing — schedules, fees, and providers.
Who runs the WINTER HAVEN ORAL SURGERY, P.A. 401(k)?
WINTER HAVEN ORAL SURGERY, P.A.’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 WINTER HAVEN ORAL SURGERY, P.A.HR for the recordkeeper’s name and login.
How to check your WINTER HAVEN ORAL SURGERY, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WINTER HAVEN ORAL SURGERY, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).