Original filing (PDF)20251208162448NAL0002201761001

Charles W. Monteith, M.D., P. A.

Name: Charles W. Monteith, M.D., P. A. — Charles W., Form 5500 (2024)
Creator: Charles W. Monteith, M.D., P. A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles W. Monteith, M.D., P.A. DBA a Personal Choice Cash Balance Plan

Defined-benefit pension plan · Charles W. Monteith, M.D., P. A.'s Charles W. Monteith, M.D., P.A. DBA a Personal Choice Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Charles W Monteith M.D. signed Charles W. Monteith, M.D., P. A.'s 2024 Form 5500 as plan administrator.

Charles W Monteith M.D. — 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

Charles W. Monteith, M.D., P. A.'s EIN is 46-2184431.

EIN 46-2184431

Plan number 002

Plan year 2024

ACK ID 20251208162448NAL0002201761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles W. Monteith, M.D., P. A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles W. Monteith, M.D., P. A.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES W. MONTEITH, M.D., P. A..

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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

100

Helping the score