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CLARKSVILLE OPHTHALMOLOGY, PC — CLARKSVILLE OPHTHALMOLOGY, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250108075714NAL0010611553001
CLARKSVILLE OPHTHALMOLOGY, PC
Form 5500-SF
FILING_RECEIVED
CLARKSVILLE OPHTHALMOLOGY, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
40
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
CLARKSVILLE OPHTHALMOLOGY, PC
.
Find decision makers
Plan sponsor
Name
CLARKSVILLE OPHTHALMOLOGY, PC
EIN
62-0906808
Address
141 CHESAPEAKE LANE · SUITE 200 · CLARKSVILLE, TN · 37040
Phone
(931) 552-6830
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-01-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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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
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