Original filing (PDF)20240215093707NAL0085374258001

MARK H. MONTGOMERY, M.D., F.A.C.S.

Name: MARK H. MONTGOMERY, M.D., F.A.C.S. — MARK H. MONTGOMER, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MARK H. MONTGOMERY, M.D., F.A.C.S.

Form 5500-SF

FILING_RECEIVED

MARK H. MONTGOMER, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK H. MONTGOMERY, M.D., F.A.C.S..

Plan sponsor

Name

MARK H. MONTGOMERY, M.D., F.A.C.S.

EIN

01-0726435all filings

Address

9240 BONITA BEACH ROAD · SUITE 1106 · BONITA SPRINGS, FL · 34135

Phone

(239) 301-3227

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator