How big is LUND & Guttry CPA'S' plan?

LUND & Guttry CPA'S' plan reported $4.7M in assets and 3 participants for 2024.

Original filing (PDF)20250710131824NAL0015193490001

LUND & Guttry CPA'S

Name: LUND & Guttry CPA'S — LUND & Guttry Certified Public, Form 5500 (2024)
Creator: LUND & Guttry CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUND & Guttry Certified Public Accountants 401(k) and Profit Sharing Plan

401(k) retirement plan · LUND & Guttry CPA'S' LUND & Guttry Certified Public Accountants 401(k) and Profit Sharing Plan held $4.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Mary Brock signed LUND & Guttry CPA'S' 2024 Form 5500 as plan administrator.

Mary Brock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LUND & Guttry CPA'S' EIN is 95-2101327.

EIN 95-2101327

Plan number 001

Plan year 2024

ACK ID 20250710131824NAL0015193490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LUND & Guttry CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LUND & Guttry CPA'S' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUND & GUTTRY CPA'S.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LUND & GUTTRY CPA'S

EIN

all filings

Address

PO BOX 6029 · LA QUINTA, CA · 922486029

Phone

(760) 568-2242

Industry

CPA Offices· Professional & Technical Services

Plan administrator