· 2022–2024 · DOL EFAST2

MICHAEL SCHLOFMAN, OD, PLLC — MICHAEL SCHLOFMAN, OD, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250515110222NAL0029004720001

MICHAEL SCHLOFMAN, OD, PLLC

Form 5500-SF

FILING_RECEIVED

MICHAEL SCHLOFMAN, OD, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

60

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL SCHLOFMAN, OD, PLLC.

Plan sponsor

Name

MICHAEL SCHLOFMAN, OD, PLLC

EIN

26-3220255all filings

Address

P.O. BOX 190 · STARKE, FL · 32091

Phone

(352) 745-1374

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

MICHAEL F. CLARK, O.D., P.A. MOUNT AIRY VISION CENTER

MICHAEL F. CLARK, O.D., P.A. PROFIT SHARING PLAN

$64K · 3 participants

SOHO OPTICAL LLC

SOHO OPTICAL LLC 401(K) PLAN

$64K · 3 participants

WASHINGTON EYE ASSOCIATES PLLC

WASHINGTON EYE ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST

$64K · 2 participants

EYE CARE WEST OPTOMETRY OC INC

EYE CARE WEST OPTOMETRY OC 401(K) PLAN

$64K · 13 participants

KENNY HOLLOWAY OD PC

KENNY HOLLOWAY OD PC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.