How big is Rebecca A. Guthrie P.A.'s plan?

Rebecca A. Guthrie P.A.'s plan reported $42K in assets and 2 participants for 2024.

Original filing (PDF)20251010081243NAL0007793345001

Rebecca A. Guthrie P.A.

Name: Rebecca A. Guthrie P.A. — Rebecca A. Guthrie P.A., Form 5500 (2024)
Creator: Rebecca A. Guthrie P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rebecca A. Guthrie P.A. 401(k) Profit Sharing Plan

403(b) retirement plan · Rebecca A. Guthrie P.A.'s Rebecca A. Guthrie P.A. 401(k) Profit Sharing Plan held $42K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Rebecca A. Guthrie P.A.'s EIN is 92-0760809.

EIN 92-0760809

Plan number 001

Plan year 2024

ACK ID 20251010081243NAL0007793345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rebecca A. Guthrie P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rebecca A. Guthrie P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score