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GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC — GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241001162244NAL0007097793001
GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC
Form 5500-SF
FILING_RECEIVED
GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC
.
Find decision makers
Plan sponsor
Name
GALLATIN VALLEY MAXILLOFACIAL AND AESTHETIC SURGERY, PLLC
EIN
20-0760519
Address
1994 STADIUM DRIVE · BOZEMAN, MT · 59715
Phone
(406) 570-5456
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
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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