Original filing (PDF)20250513091320NAL0039617474001

CAROLINA OPHTHALMOLOGY, PA

Name: CAROLINA OPHTHALMOLOGY, PA — CAROLINA OPHTHALMOLOGY, PA EMPLOYEES SAVINGS PLUS AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAROLINA OPHTHALMOLOGY, PA

Form 5500-SF

FILING_RECEIVED

CAROLINA OPHTHALMOLOGY, PA EMPLOYEES SAVINGS PLUS AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 CAROLINA OPHTHALMOLOGY, PA.

Plan sponsor

Name

CAROLINA OPHTHALMOLOGY, PA

EIN

56-1310375

Address

1701 OLD VILLAGE ROAD · HENDERSONVILLE, NC · 28791

Phone

(828) 693-1773

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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