Original filing (PDF)20241029130707NAL0004790033001

BUCKS-MONT EYE ASSOCIATES PC

Name: BUCKS-MONT EYE ASSOCIATES PC — BUCKS-MONT EYE ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: BUCKS-MONT EYE ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

BUCKS-MONT EYE ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BUCKS-MONT EYE ASSOCIATES PC.

Plan sponsor

Name

BUCKS-MONT EYE ASSOCIATES PC

EIN

23-3071575

Address

711 LAWN AVENUE · SELLERSVILLE, PA · 18960

Phone

(215) 257-8053

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-25

Filed

2024-10-29

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

JMCELVEEN LLC

JMCELVEEN LLC 401(K) PLAN

RENEW HEALTH AND WELLNESS, PC

RENEW HEALTH AND WELLNESS 401(K) PLAN

MINDFULNESS IN MOTION

MINDFULNESS IN MOTION 401(K) PLAN

$0 · 3 participants

RECOVERY HILL LLC

RECOVERY HILL LLC 401K

CHARLES W. MUNK ORTHODONTICS, PLLC

MUNK & ASSOCIATES ORTHODONTICS, PLLC CASH BALANCE PLAN