Original filing (PDF)20250721101152NAL0000583923001

JACQUELINE M CULLINANE OD PROFES

Name: JACQUELINE M CULLINANE OD PROFES — LAKE FOREST OPTOMETRY 401(K), Form 5500 (2024)
Creator: JACQUELINE M CULLINANE OD PROFES

Form 5500-SF

FILING_RECEIVED

LAKE FOREST OPTOMETRY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACQUELINE M CULLINANE OD PROFES.

Plan sponsor

Name

JACQUELINE M CULLINANE OD PROFES

EIN

83-0678499all filings

Address

22741 LAMBERT ST STE 1601 · LAKE FOREST, CA · 92630

Phone

(949) 933-1885

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

ROTH EYE CARE PA

ROTH EYE CARE PA 401(K) PLAN

$20K · 8 participants

MARISSA ISRAEL, O.D., LLC

MARISSA ISRAEL, O.D., LLC PROFIT SHARING PLAN

$20K · 8 participants

GLE GLENWOOD, LLC

YOUNG VISION CARE 401(K) PLAN

$20K · 8 participants

KATHRYN HENGST PA

KATHRYN HENGST PA 401(K) PLAN

$20K · 1 participants

VAN C FORRESTER OD

VAN C FORRESTER OD 401K PLAN

$20K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.