Original filing (PDF)20251009063639NAL0006213217001

JOHN PAUL GALLARDO, DDS, PA

Name: JOHN PAUL GALLARDO, DDS, PA — JOHN PAUL GALLARDO, DDS, PA RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: JOHN PAUL GALLARDO, DDS, PA

Form 5500-SF

FILING_RECEIVED

JOHN PAUL GALLARDO, DDS, PA RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 JOHN PAUL GALLARDO, DDS, PA.

Plan sponsor

Name

JOHN PAUL GALLARDO, DDS, PA

EIN

65-0515219

Address

2020 SW 27TH AVENUE · MIAMI, FL · 331452541

Phone

(305) 447-1447

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

NICHOLAS G. SALAITA, D.D.S., M.D.

NICHOLAS G. SALAITA, D.D.S., M.D. PROFIT SHARING PLAN

$3.0M

KUY E KY DDS INC

KUY E KY DDS INC 401K PROFIT SHARING PLAN

$3.0M · 14 participants

JOEL T. CARROLL, D.D.S., P.C.

JOEL T. CARROLL, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$3.0M · 7 participants

KENNETH C. SZURGOT D.D.S., P.C.

KENNETH C. SZURGOT D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

$3.0M · 5 participants

JOSEPH R. NICHOLS, D.D.S.

JOSEPH R. NICHOLS, D.D.S. RETIREMENT PLAN