Original filing (PDF)20250502011545NAL0004157841001

AMY K. MONTI, D.D.S., INC.

Name: AMY K. MONTI, D.D.S., INC. — AMY K. MONTI, D.D.S., INC. 401(K) PLAN, Form 5500 (2024)
Creator: AMY K. MONTI, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

AMY K. MONTI, D.D.S., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 AMY K. MONTI, D.D.S., INC..

Plan sponsor

Name

AMY K. MONTI, D.D.S., INC.

EIN

20-0407746

Address

19255 GOLDEN VALLEY ROAD · SANTA CLARITA, CA · 91387

Phone

(661) 251-0200

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ALAN L. WATSON

ALAN L. WATSON PROFIT SHARING PLAN

$2.6M · 4 participants

PROFESSIONAL DENTAL ASSOCIATES, PC

PROFESSIONAL DENTAL ASSOCIATES, PC PROFIT SHARING & 401(K) PLAN

$2.6M · 12 participants

MCDONALD FAMILY DENTISTRY

MCDONALD FAMILY DENTISTRY 401(K) PLAN

$2.6M · 9 participants

ALAN M. ATLAS, D.M.D., P.C.

ALAN M. ATLAS, D.M.D., P.C. PROFIT SHARING PLAN

$2.6M · 6 participants

CIRUGIA ORAL Y MAXILOFACIAL CLA CSP

CIOM PROFIT SHARING AND SAVINGS RETIREMENT PLAN