Back to filter
Original filing (PDF)20250923152510NAL0006535281001
LUIS E. MARTINEZ, P.A.
Form 5500-SF
FILING_RECEIVED
LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUIS E. MARTINEZ, P.A..
Plan sponsor
Name
LUIS E. MARTINEZ, P.A.
EIN
59-3213457
Address
3770 16TH STREET NORTH · ST. PETERSBURG, FL · 337041020
Phone
(727) 526-3868
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providersRelated plans
Similar-size Offices of Dentists plans
DONALD R LIBERTY DDS INCORPORA
DONALD R LIBERTY DDS INCORPORA 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 51 participants
EAST TEXAS CHILDREN'S DENTISTRY, P.A.
EAST TEXAS CHILDREN'S DENTISTRY, P.A. PROFIT SHARING 401(K) PLAN
$1.0M · 13 participants
JESSE M. FA, DDS, INC.
JESSE M. FA, DDS, INC. 401(K) PLAN
$1.0M · 14 participants
BEECHER RIDGE DENTAL
BEECHER RIDGE DENTAL 401(K) PLAN
$1.0M · 9 participants
MIDDLETON FAMILY DENTISTRY, LLC
MIDDLETON FAMILY DENTISTRY 401(K) PLAN
$1.0M · 20 participants
DINO BONYADI, D.D.S.
DINO BONYADI, D.D.S. 401(K) PROFIT SHARING PLAN
$1.0M · 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