· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SF OPHTHALMOLOGY PC — SF OPHTHALMOLOGY PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250518073209NAL0000118083001
SF OPHTHALMOLOGY PC
Form 5500-SF
FILING_RECEIVED
SF OPHTHALMOLOGY PC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SF OPHTHALMOLOGY PC
.
Find decision makers
Plan sponsor
Name
SF OPHTHALMOLOGY PC
EIN
20-5143619
Address
325 WINDYCREST DR · ANN ARBOR, MI · 481053014
Phone
(734) 664-9125
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-05-18
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NORTH JERSEY INTERNAL MEDICINE
NORTH JERSEY INTERNAL MEDICINE 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 46 participants
PHYSICAL MEDICINE & REHABILITATION CLINIC OF ST. LOUIS
PHYSICAL MEDICINE & REHABILITATION CLINIC OF ST. LOUIS 401(K) PROFIT SHARING PLAN
$2.0M · 4 participants
ELLEN C. SCHNEIDER MD, LLC.
ELLEN C. SCHNEIDER MD, LLC. 401(K)PROFIT SHARING PLAN
$2.0M · 6 participants
PREMIER MEDICAL CARE OF THE PALM BEACHES, PA
PREMIER MEDICAL CARE 401(K) PLAN
$2.0M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHARLES WAHL, DMD AND ASSOCIATES, P.A.
CHARLES WAHL, DMD AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$2.0M · 14 participants
KELLER & GOODMAN, M.D., P.A.
KELLER & GOODMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN
$2.0M · 2 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
