Original filing (PDF)20250108172444NAL0018539904001

EYE RESEARCH FOUNDATION INC.

Name: EYE RESEARCH FOUNDATION INC. — DAVID WIRTA, M.D. & ASSOCIATES DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: EYE RESEARCH FOUNDATION INC.

Form 5500-SF

FILING_RECEIVED

DAVID WIRTA, M.D. & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EYE RESEARCH FOUNDATION INC..

Plan sponsor

Name

EYE RESEARCH FOUNDATION INC.

EIN

33-0909899

Address

520 SUPERIOR AVE. SUITE 235 · NEWPORT BEACH, CA · 92663

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-08

Pension benefit codes

1A · Pay-related DB formula

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

1F · Section 414(k) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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