How big is Rebecca E. Montgomery DDS P.C.'s plan?

Rebecca E. Montgomery DDS P.C.'s plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20251015141936NAL0004808753001

Rebecca E. Montgomery DDS P.C.

Name: Rebecca E. Montgomery DDS P.C. — Rebecca E., Form 5500 (2024)
Creator: Rebecca E. Montgomery DDS P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rebecca E. Montgomery, DDS, PC 401(k)

401(k) retirement plan · Rebecca E. Montgomery DDS P.C.'s Rebecca E. Montgomery, DDS, PC 401(k) held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Rebecca E. Montgomery DDS P.C.'s EIN is 81-3458225.

EIN 81-3458225

Plan number 002

Plan year 2024

ACK ID 20251015141936NAL0004808753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rebecca E. Montgomery DDS P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rebecca E. Montgomery DDS P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score