Original filing (PDF)20250711112550NAL0006277889001

JASON J. SOTTO, D.M.D. PA

Name: JASON J. SOTTO, D.M.D. PA — JASON J. SOTTO, D.M.D., P.A. EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: JASON J. SOTTO, D.M.D. PA

Form 5500-SF

FILING_RECEIVED

JASON J. SOTTO, D.M.D., P.A. EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JASON J. SOTTO, D.M.D. PA.

Plan sponsor

Name

JASON J. SOTTO, D.M.D. PA

EIN

26-3508847

Address

3720 WINTER GARDEN VINELAND RD · WINTER GARDEN, FL · 34787

Phone

(407) 347-5956

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ELLI SCHULMAN, DDS

ELLI SCHULMAN, DDS RETIREMENT PLAN

$1.4M · 6 participants

BRIAN S. KUBO, DDS, INC.

BRIAN S. KUBO, DDS, INC. 401(K) PROFIT SHARING PLAN

$1.4M · 6 participants

DR. DAVID W. HAMULA PC

DR. DAVID W. HAMULA PC 401K PLAN

$1.4M · 6 participants

WESTOVER HILLS PEDIATRIC DENTISTRY

COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN

$1.4M · 9 participants

CAPULI DENTAL CORPORATION

CAPULI DENTAL CORPORATION EMPLOYEES PROFIT SHARING PLAN