Original filing (PDF)20250530124632NAL0014997392001

CATARACT & LASER INSTITUTE OF SO OR PC

Name: CATARACT & LASER INSTITUTE OF SO OR PC — CATARACT & LASER INSTITUTE OF SOUTHERN OREGON, PC 401K PROFIT SHARING P, Form 5500 (2024)
Creator: CATARACT & LASER INSTITUTE OF SO OR PC

Form 5500-SF

FILING_RECEIVED

CATARACT & LASER INSTITUTE OF SOUTHERN OREGON, PC 401K PROFIT SHARING P

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 CATARACT & LASER INSTITUTE OF SO OR PC.

Plan sponsor

Name

CATARACT & LASER INSTITUTE OF SO OR PC

EIN

93-0591266

Address

1408 E. BARNETT ROAD · MEDFORD, OR · 975048279

Phone

(541) 779-2020

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

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

OPHTHALMIC CONSULTANTS, LTD

OPHTHALMIC CONSULTANTS, LTD RETIREMENT PLAN AND TRUST

$7.6M · 28 participants

TRI-STATE OPTHALMOLOGY ASSOC., PSC

TRI-STATE OPTHALMOLOGY ASSOC., PSC PROFIT SHARING PLAN

$7.6M · 38 participants

MOSER & MOSER OPTOMETRISTS

MOSER AND MOSER OPTOMETRISTS PROFIT SHARING PLAN

$7.6M · 5 participants

MONTANA EYECARE, LLP

MONTANA EYECARE, LLP 401(K) PLAN

$7.6M · 26 participants

RICHARD PASKOWSKI, BERNARD H. WEITZ OPTOMETRISTS, P.C.