Original filing (PDF)20250515154904NAL0019649761001

IOWA RETINA CONSULTANTS, P.C.

Name: IOWA RETINA CONSULTANTS, P.C. — IOWA RETINA CONSULTANTS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IOWA RETINA CONSULTANTS, P.C.

Form 5500-SF

FILING_RECEIVED

IOWA RETINA CONSULTANTS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOWA RETINA CONSULTANTS, P.C..

Plan sponsor

Name

IOWA RETINA CONSULTANTS, P.C.

EIN

42-1377502

Address

1501 50TH ST. STE. 133 · WEST DES MOINES, IA · 50266

Phone

(515) 222-6400

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MAHALAKSHMI RAMCHANDRA, MD, PA

MAHALAKSHMI RAMCHANDRA, MD, PA CASH BALANCE PLAN

$5.7M · 19 participants

MARY LAMSBACK, EXECUTRIX

E GARY LAMSBACK MD DEFINED CONTRIBUTION PLAN

$5.7M

ORANGE COUNTY UROLOGY ASSOCIATES INC. , A MEDICAL GROUP

ORANGE COUNTY UROLOGY ASSOCIATES, INC. , A MEDICAL GROUP CASH BALANCE PENSION PLAN

$5.7M · 69 participants

EYE PLASTIC SURGERY, LTD.

EYE PLASTIC SURGERY, LTD. PROFIT SHARING PLAN

$5.7M · 10 participants

PETERSON-CHAN DENTAL GROUP