Original filing (PDF)20240819151703NAL0002728080001

DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C.

Name: DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C. — DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C. CASH BALANCE PLAN, Form 5500 (2023)
Creator: DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C.

Form 5500-SF

FILING_RECEIVED

DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C..

Plan sponsor

Name

DRS. UNWALLA & RUNKE, OPTOMETRISTS, P.C.

EIN

54-1599181

Address

908 WINSTEAD STREET · GREAT FALLS, VA · 22066

Phone

(703) 757-6664

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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