Original filing (PDF)20250424081807NAL0007019057003

MONROE FAMILY EYECARE ASSOC., LLP

Name: MONROE FAMILY EYECARE ASSOC., LLP — MONROE FAMILY EYECARE ASSOC., LLP 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MONROE FAMILY EYECARE ASSOC., LLP

Form 5500-SF

FILING_RECEIVED

MONROE FAMILY EYECARE ASSOC., LLP 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 MONROE FAMILY EYECARE ASSOC., LLP.

Plan sponsor

Name

MONROE FAMILY EYECARE ASSOC., LLP

EIN

14-1631985

Address

91 LAKES ROAD · MONROE, NY · 10950

Phone

(845) 783-1224

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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

COLUMBUS EYE ASSOCIATES

COLUMBUS EYE 401(K) PLAN

$5.9M · 40 participants

THE EYE CLINIC OF NORTH DAKOTA, P.C.

THE EYE CLINIC OF NORTH DAKOTA, P.C. 401(K) PROFIT SHARING PLAN

$5.8M · 22 participants

PALISADES EYE ASSOCIATES, P.C.

PALISADES EYE ASSOCIATES, P.C. PROFIT SHARING PLAN

$5.9M · 10 participants

BLOUNT KIMBALL MEDICAL OPTOMETRY, P.A.

BLOUNT KIMBALL MEDICAL OPTOMETRY, P.A. 401(K) PROFIT SHARING PLAN

$5.8M · 18 participants

KAY & TABAS OPHTHALMOLOGY ASSOCIATES, P.C.