How big is Dr. Summers-Ophthalmology's plan?

Dr. Summers-Ophthalmology's plan reported $368K in assets and 7 participants for 2024.

Original filing (PDF)20251015145044NAL0010170002001

Dr. Summers-Ophthalmology

Name: Dr. Summers-Ophthalmology — Dr. Summers Ophthalmolog, Form 5500 (2024)
Creator: Dr. Summers-Ophthalmology
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Summers Ophthalmology 401(k) Plan

401(k) retirement plan · Dr. Summers-Ophthalmology's Dr. Summers Ophthalmology 401(k) Plan held $368K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

People on this filing

Mary Summers signed Dr. Summers-Ophthalmology's 2024 Form 5500 as plan administrator.

Mary Summers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Summers-Ophthalmology's EIN is 45-5600005.

EIN 45-5600005

Plan number 001

Plan year 2024

ACK ID 20251015145044NAL0010170002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Summers-Ophthalmology from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Summers-Ophthalmology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. SUMMERS-OPHTHALMOLOGY.

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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

Knocking points off