Original filing (PDF)20250710131824NAL0015193490001

LUND & GUTTRY CPA'S

Name: LUND & GUTTRY CPA'S — LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LUND & GUTTRY CPA'S

Form 5500-SF

FILING_RECEIVED

LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 LUND & GUTTRY CPA'S.

Plan sponsor

Name

LUND & GUTTRY CPA'S

EIN

95-2101327

Address

PO BOX 6029 · LA QUINTA, CA · 922486029

Phone

(760) 568-2242

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-10

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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