· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GERARD J. LEMONGELLO, JR., D.M.D., P.A. — GERARD J. LEMONGELLO, JR., D.M.D., P.A. 401(K) PROFIT-SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250807123541NAL0004994640001
GERARD J. LEMONGELLO, JR., D.M.D., P.A.
Form 5500-SF
FILING_RECEIVED
GERARD J. LEMONGELLO, JR., D.M.D., P.A. 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
GERARD J. LEMONGELLO, JR., D.M.D., P.A.
.
Find decision makers
Plan sponsor
Name
GERARD J. LEMONGELLO, JR., D.M.D., P.A.
EIN
65-0127268
Address
5602 PGA BLVD. · SUITE 201 · PALM BEACH GARDENS, FL · 33418
Phone
(561) 627-9000
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
2025-08-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
WM. TRENT GILLESPIE, DMD MPH, LLC
WM. TRENT GILLESPIE, DMD MPH, LLC 401(K) PLAN
$1.8M · 9 participants
ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS
CLEAR LAKE PERIODONTICS 401(K) PROFIT SHARING PLAN
$1.8M · 7 participants
VOLKMAR I FELAHY, DDS, A PROFESSIONAL CORPORATION
VOLKMAR I FELAHY, DDS 401(K) PLAN
$1.8M · 4 participants
AARON SCHAMBACK, D.M.D., P.A.
DR. AARON SCHAMBACK EMPLOYEE 401(K) PLAN
$1.8M · 51 participants
CINCO RANCH ENDODONTICS PC
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CINCO RANCH ENDODONTICS PC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 6 participants
GARY JONES, D.M.D., P.A.
GARY JONES, DMD, PA 401(K) PROFIT SHARING PLAN
$1.8M · 14 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
