How big is Shelly E. Montes, D.D.S., P.C.'s plan?

Shelly E. Montes, D.D.S., P.C.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251014090306NAL0003441968001

Shelly E. Montes, D.D.S., P.C.

Name: Shelly E. Montes, D.D.S., P.C. — Shelly E. Montes, Form 5500 (2024)
Creator: Shelly E. Montes, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelly E. Montes, D.D.S., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Shelly E. Montes, D.D.S., P.C.'s Shelly E. Montes, D.D.S., P.C. 401(k) Profit Sharing Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Tamara Farmer signed Shelly E. Montes, D.D.S., P.C.'s 2024 Form 5500 as plan administrator.

Tamara Farmer — 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

Shelly E. Montes, D.D.S., P.C.'s EIN is 04-3660274.

EIN 04-3660274

Plan number 001

Plan year 2024

ACK ID 20251014090306NAL0003441968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelly E. Montes, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelly E. Montes, D.D.S., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLY E. MONTES, D.D.S., P.C..

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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 (98th percentile).

Plan sponsor

Name

SHELLY E. MONTES, D.D.S., P.C.

EIN

all filings

Address

520 PIRKLE FERRY ROAD · SUITE B · CUMMING, GA · 30040

Phone

(770) 781-3685

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator