Original filing (PDF)20230130182542NAL0033652594001

CENTRAL CAROLINA OPTOMETRY, P.A.

Name: CENTRAL CAROLINA OPTOMETRY, P.A. — CENTRAL CAROLINA OPTOMETRY 401(K) PLAN, Form 5500 (2022)
Creator: CENTRAL CAROLINA OPTOMETRY, P.A.

Form 5500-SF

FILING_RECEIVED

CENTRAL CAROLINA OPTOMETRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 CENTRAL CAROLINA OPTOMETRY, P.A..

Plan sponsor

Name

CENTRAL CAROLINA OPTOMETRY, P.A.

EIN

82-5486072

Address

5149 LINKSLAND DRIVE · HOLLY SPRINGS, NC · 27540

Phone

(919) 417-2957

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-22

Filed

2023-01-30

Pension benefit codes

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)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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