Original filing (PDF)20250120103523NAL0003190384001

ASSOCIATES IN OPHTHALMOLOGY, P.C.

Name: ASSOCIATES IN OPHTHALMOLOGY, P.C. — ASSOCIATES IN OPHTHALMOLOGY, P.C. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ASSOCIATES IN OPHTHALMOLOGY, P.C.

Form 5500-SF

FILING_RECEIVED

ASSOCIATES IN OPHTHALMOLOGY, P.C. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 ASSOCIATES IN OPHTHALMOLOGY, P.C..

Plan sponsor

Name

ASSOCIATES IN OPHTHALMOLOGY, P.C.

EIN

38-1898360

Address

27555 FARMINGTON RD. SUITE 130 · FARMINGTON HILLS, MI · 48334

Phone

(248) 855-1020

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-20

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 Offices of Physicians plans

ARIEH BERGMAN, M.D., A SOLE PROPRIETORSHIP

ARIEH BERGMAN 401(K) PROFIT SHARING PLAN

$2.4M · 5 participants

SEAN E. MCCANCE MD, PLLC

SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN

$2.4M · 3 participants

THOMAS A PRESSLY III APMC

THOMAS A PRESSLY, III APMC 401(K) RETIREMENT PLAN

$2.4M · 6 participants

DARLENE DUNAY, D.O.

DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST

$2.4M · 5 participants

MICHAEL ESHAGHIAN, M.D., INC.

MICHAEL ESHAGHIAN, M.D., INC. DEFINED BENEFIT PENSION PLAN