Form 5500 Search
Back to filter
Original filing (PDF)20260203140838NAL0005314290001

STEVEN C. MCNUTT, D.D.S.

Form 5500-SF
FILING_RECEIVED
STEVEN C. MCNUTT, D.D.S. PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.6 mo
Active participants
4
Accounts w/ balance
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 2.6 months past the 10.5-month grace window.
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 STEVEN C. MCNUTT, D.D.S..
Plan sponsor
Name
STEVEN C. MCNUTT, D.D.S.
EIN
59-3586450
Address
320 AVE K. SE SUITE 2 · WINTER HAVEN, FL · 33880
Phone
(863) 294-6565
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
2026-02-03
Pension benefit codes
1A · Pay-related DB formula
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 providers

Related plans