· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETER M. GUTIERREZ, D.D.S. & KATHERINE SCURES-GUTIERREZ, D.D.S., P.A. — PETER M. GUTIERREZ D.D.S. & KATHERINE SCURES- GUTIERREZ D.D.S., P.A. PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007195446NAL0002674451001
PETER M. GUTIERREZ, D.D.S. & KATHERINE SCURES-GUTIERREZ, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
PETER M. GUTIERREZ D.D.S. & KATHERINE SCURES- GUTIERREZ D.D.S., P.A. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETER M. GUTIERREZ, D.D.S. & KATHERINE SCURES-GUTIERREZ, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
PETER M. GUTIERREZ, D.D.S. & KATHERINE SCURES-GUTIERREZ, D.D.S., P.A.
EIN
59-2762938
Address
373 SEBASTIAN BLVD. · SEBASTIAN, FL · 32958
Phone
(772) 589-7409
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DORIS LIN-SONG DDS INC.
DORIS LIN-SONG DDS INC. PROFIT SHARING 401(K) PLAN
$6.0M · 14 participants
SWORDS & PHELPS, D.D.S., P.C.
SWORDS & PHELPS, D.D.S., P.C. PROFIT SHARING PLAN
$6.0M · 21 participants
TRIMMELL & ANDERS ORTHODONTICS, LLC
TRIMMELL AND ANDERS ORTHODONTICS RETIREMENT PLAN & TRUST
$6.0M · 59 participants
MOORE DENTISTRY, LTD.
MOORE DENTISTRY 401(K) PROFIT SHARING PLAN
$6.0M · 19 participants
RVA DENTAL CARE, PLLC
RVA DENTAL CARE, PLLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$6.0M · 26 participants
DEWEY L. BRACY, D.M.D., P.A.
DEWEY L. BRACY, D.M.D., P.A. 401(K)PROFIT SHARING PLAN
$6.0M · 6 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants