Original filing (PDF)20250728111317NAL0000813667001

GEORGE FAVA, MD, P.C.

Name: GEORGE FAVA, MD, P.C. — FAVA & MARIA EYE ASSOCIATES, P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: GEORGE FAVA, MD, P.C.

Form 5500-SF

FILING_RECEIVED

FAVA & MARIA EYE ASSOCIATES, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE FAVA, MD, P.C..

Plan sponsor

Name

GEORGE FAVA, MD, P.C.

DBA

FAVA & MARIA EYE ASSOCIATES, P.C.

EIN

23-2305066

Address

875 NORMAN DRIVE · LEBANON, PA · 17042

Phone

(717) 272-2010

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

FAMILY VISION CENTER OF LA CROSSE, LLC

FAMILY VISION 401(K) PLAN

$1.7M · 34 participants

MAUI OPTIX LLC

MAUI OPTIX 401(K) PLAN

$1.7M · 19 participants

GRANITE POINTE EYECARE, INC.

GRANITE POINTE EYECARE, INC. 401(K) PLAN

$1.7M · 10 participants

THOMAS D. LOWE, O.D., P.C.

THOMAS D. LOWE, O.D., P.C. 401K PLAN

$1.7M · 12 participants

OCCUPATIONAL HEALTH SOLUTIONS

OCCUPATIONAL HEALTH SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST