Original filing (PDF)20250417102125NAL0000473155001

ALBERTO A. VARGAS, D.M.D., M.S.

Name: ALBERTO A. VARGAS, D.M.D., M.S. — ALBERTO A. VARGAS, D.M.D., M.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ALBERTO A. VARGAS, D.M.D., M.S.

Form 5500-SF

FILING_RECEIVED

ALBERTO A. VARGAS, D.M.D., M.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 ALBERTO A. VARGAS, D.M.D., M.S..

Plan sponsor

Name

ALBERTO A. VARGAS, D.M.D., M.S.

EIN

01-0602192

Address

4600 MILITARY TRL · STE 110 · JUPITER, FL · 33458

Phone

(561) 775-7007

Industry

Offices of Dentists· 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

2025-04-17

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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