How big is Montgomery Endodontics, PC's plan?

Montgomery Endodontics, PC's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250929105209NAL0004981907001

Montgomery Endodontics, PC

Name: Montgomery Endodontics, PC — Montgomery Endodontics, Form 5500 (2024)
Creator: Montgomery Endodontics, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Endodontics, PC Cash Balance Plan

Defined-benefit pension plan · Montgomery Endodontics, PC's Montgomery Endodontics, PC Cash Balance Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

James Kamburis signed Montgomery Endodontics, PC's 2024 Form 5500 as plan administrator.

James Kamburis — 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

Montgomery Endodontics, PC's EIN is 20-0103772.

EIN 20-0103772

Plan number 002

Plan year 2024

ACK ID 20250929105209NAL0004981907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montgomery Endodontics, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Endodontics, PC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTGOMERY ENDODONTICS, PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off