Original filing (PDF)20250717180347NAL0001086416001

DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION

Name: DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION — MONTANO ELEVATED ORTHODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

MONTANO ELEVATED ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

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 DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION

DBA

DBA MONTANO ELEVATED ORTHODONTICS

EIN

77-0049281

Address

1010 CALLOWAY DRIVE, SUITE 200-A · BAKERSFIELD, CA · 93312

Phone

(661) 665-7600

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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