How big is Kalamazoo Ophthalmology, P.C.'s plan?

Kalamazoo Ophthalmology, P.C.'s plan reported $9.3M in assets and 25 participants for 2024.

Original filing (PDF)20250521164143NAL0001933587001

Kalamazoo Ophthalmology, P.C.

Name: Kalamazoo Ophthalmology, P.C. — Kalamazoo Ophthalmol, Form 5500 (2024)
Creator: Kalamazoo Ophthalmology, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalamazoo Ophthalmology, P.C. Profit Sharing and Savings Plan

401(k) retirement plan · Kalamazoo Ophthalmology, P.C.'s Kalamazoo Ophthalmology, P.C. Profit Sharing and Savings Plan held $9.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan identifiers

Kalamazoo Ophthalmology, P.C.'s EIN is 38-1949459.

EIN 38-1949459

Plan number 010

Plan year 2024

ACK ID 20250521164143NAL0001933587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kalamazoo Ophthalmology, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kalamazoo Ophthalmology, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score