· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OPHTHALMOLOGY FOR ANIMALS, INC. — OPHTHALMOLOGY FOR ANIMALS, INC. PROFIT SHARING/401(K) PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230518182537NAL0003687937001
OPHTHALMOLOGY FOR ANIMALS, INC.
Form 5500-SF
FILING_RECEIVED
OPHTHALMOLOGY FOR ANIMALS, INC. PROFIT SHARING/401(K) PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
15
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPHTHALMOLOGY FOR ANIMALS, INC.
.
Find decision makers
Plan sponsor
Name
OPHTHALMOLOGY FOR ANIMALS, INC.
EIN
47-2620623
Address
8053 VALENCIA STREET · APTOS, CA · 95003
Phone
(831) 685-3321
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
THE VETERINARY HOSPITAL OF DAVIDSON
THE VETERINARY HOSPITAL OF DAVIDSON 401(K) SAFE HARBOR PROFIT SHARING PLAN
$1.1M · 41 participants
MAIN STREET VETERINARY HOSPITAL
MAIN STREET VETERINARY PROFIT SHARING PLAN
$1.1M · 15 participants
UNIVERSITY ANIMAL CLINIC
UNIVERSITY ANIMAL CLINIC 401(K) PLAN
$1.1M · 13 participants
LEHIGH VALLEY VETERINARY DERMATOLOGY, LLC
LEHIGH VALLEY VETERINARY DERMATOLOGY LLC 401(K) PROFIT SHARING PLAN
$1.1M · 8 participants
BRAWLEY ANIMAL, PLLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRAWLEY ANIMAL HOSPITAL 401(K)
$1.1M · 10 participants
HUNTSVILLE VETERINARY SPECIALISTS & EMERGENCY, INC.
HUNTSVILLE VETERINARY SPECIALISTS & EMERGENCY, INC. 401(K) PLAN
$1.1M · 65 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
