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JOSE A.L. MONTEIRO MD — JOSE A.L. MONTEIRO MD SAFE-HARBOR 401-K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260226143049NAL0007979122001
JOSE A.L. MONTEIRO MD
Form 5500-SF
FILING_RECEIVED
JOSE A.L. MONTEIRO MD SAFE-HARBOR 401-K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
13
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSE A.L. MONTEIRO MD
.
Find decision makers
Plan sponsor
Name
JOSE A.L. MONTEIRO MD
EIN
05-0501933
Address
211 MILLIKEN BLVD # 4 · FALL RIVER, MA · 027211609
Phone
—
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-02-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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