Original filing (PDF)20250321140133NAL0008350849001

MITCHELL & MITCHELL, D.D.S., P.A.

Name: MITCHELL & MITCHELL, D.D.S., P.A. — MITCHELL & MITCHELL, D.D.S., P.A. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MITCHELL & MITCHELL, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

MITCHELL & MITCHELL, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 MITCHELL & MITCHELL, D.D.S., P.A..

Plan sponsor

Name

MITCHELL & MITCHELL, D.D.S., P.A.

EIN

65-0204355

Address

32 BARKLEY CIRCLE · FORT MYERS, FL · 33907

Phone

(239) 939-5556

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

2025-03-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

HARTWELL DENTAL ASSOCIATES, INC.

HARTWELL DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

$3.5M · 16 participants

SHAWN P. MALOY, DDS, LLC

OLD TOWN DENTAL, LLC 401(K) PROFIT SHARING PLAN

$3.5M · 22 participants

DELLA PORTA COSMETIC DENTISTRY, LLC

RAYMOND A. DELLA PORTA DMD PA 401(K) PROFIT SHARING PLAN

$3.5M · 11 participants

BRIAN E. RUSAK, D.M.D.

BRIAN E. RUSAK, D.M.D. 401(K) PROFIT SHARING PLAN

$3.5M · 6 participants

SMALL AND PIERS, LLP

SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN