Original filing (PDF)20250403082152NAL0006257667001

PAUL L CAPUTO DDS PA

Name: PAUL L CAPUTO DDS PA — PAUL L CAPUTO DDS PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PAUL L CAPUTO DDS PA

Form 5500-SF

FILING_RECEIVED

PAUL L CAPUTO DDS PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 PAUL L CAPUTO DDS PA.

Plan sponsor

Name

PAUL L CAPUTO DDS PA

EIN

75-3211429

Address

3490 E LAKE RD STE A · PALM HARBOR, FL · 346852421

Phone

(727) 789-1333

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

2025-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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