Original filing (PDF)20250528095455NAL0006434881001

WILLIAM J. MALLON, M.D., P.A.

Name: WILLIAM J. MALLON, M.D., P.A. — CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST, Form 5500 (2024)
Creator: WILLIAM J. MALLON, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM J. MALLON, M.D., P.A..

Plan sponsor

Name

WILLIAM J. MALLON, M.D., P.A.

DBA

DBA CENTER FOR ADVANCED EYE CARE

EIN

11-3658625

Address

3500 U.S. HIGHWAY 1 · VERO BEACH, FL · 32960

Phone

(772) 299-1404

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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