Original filing (PDF)20251202131927NAL0006111843001

MONTANA ORAL SURGERY, PLLC

Name: MONTANA ORAL SURGERY, PLLC — MONTANA ORAL SURGERY, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: MONTANA ORAL SURGERY, PLLC

Form 5500-SF

FILING_RECEIVED

MONTANA ORAL SURGERY, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTANA ORAL SURGERY, PLLC.

Plan sponsor

Name

MONTANA ORAL SURGERY, PLLC

EIN

87-1677909

Address

65 MEDICAL PARK DRIVE, SUITE 1 · HELENA, MT · 59601

Phone

(406) 443-3334

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

2025-12-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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