Original filing (PDF)20251206141044NAL0007760944001

Carlsbad Optometry

Name: Carlsbad Optometry — Carlsbad Optometry Retirement, Form 5500 (2023)
Creator: Carlsbad Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlsbad Optometry Retirement Trust

Defined-contribution retirement plan · Carlsbad Optometry's Carlsbad Optometry Retirement Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 12.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Katherine Witmeyer signed Carlsbad Optometry's 2023 Form 5500 as plan administrator.

Katherine Witmeyer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlsbad Optometry's EIN is 26-3809369.

EIN 26-3809369

Plan number 001

Plan year 2023

ACK ID 20251206141044NAL0007760944001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carlsbad Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carlsbad Optometry's plan includes profit-sharing, health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSBAD OPTOMETRY.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off