· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIAN J. VANDERPLOEG, OD, PLLC — BRIAN J. VANDERPLOEG, OD, PLLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001092538NAL0014004528001
BRIAN J. VANDERPLOEG, OD, PLLC
Form 5500-SF
FILING_RECEIVED
BRIAN J. VANDERPLOEG, OD, PLLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
BRIAN J. VANDERPLOEG, OD, PLLC
.
Find decision makers
Plan sponsor
Name
BRIAN J. VANDERPLOEG, OD, PLLC
EIN
27-3096918
Address
7397 MAIN STREET, SUITE 6 · NEWTOWN, OH · 45244
Phone
(513) 991-7090
Industry
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 Health Care & Social Assistance plans
TIMOTHY C KARG, OD
TIMOTHY C KARG 401K PROFIT SHARING PLAN
$1.2M · 3 participants
DERIN J. VAN LOON O.D., P.A.
DERIN J. VAN LOON O.D., P.A. 401(K) PLAN
$1.2M · 4 participants
DVV HAWAII, INC.
DVV HAWAII, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
DR. HEIDI B. DOUCET, PLLC
DR. HEIDI B. DOUCET, PLLC 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
BROWN OPTOMETRY, INC
BROWN OPTOMETRY, INC 401K PROFIT SHARING PLAN
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.
$1.2M · 6 participants
DRS. LUNDBERG & LODWICK, OPTOMETRISTS, PC
WILLIAMSBURG EYE CARE 401(K) PLAN
$1.2M · 13 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
