Original filing (PDF)20250428141053NAL0012086161001

DR. GEORGE D. POULOS & ASSOCIATES INC.

Name: DR. GEORGE D. POULOS & ASSOCIATES INC. — GREATER CLEVELAND EYE ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DR. GEORGE D. POULOS & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

GREATER CLEVELAND EYE ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 DR. GEORGE D. POULOS & ASSOCIATES INC..

Plan sponsor

Name

DR. GEORGE D. POULOS & ASSOCIATES INC.

EIN

11-3783669

Address

17090 ROYALTON RD. · STRONGSVILLE, OH · 44136

Phone

(440) 572-4421

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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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