Original filing (PDF)20250718101604NAL0002809426001

MONTEMAR ASSOCIATES, PC

Name: MONTEMAR ASSOCIATES, PC — MONTEMAR ASSOCIATES, PC 401(K) PLAN, Form 5500 (2024)
Creator: MONTEMAR ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

MONTEMAR ASSOCIATES, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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 MONTEMAR ASSOCIATES, PC.

Plan sponsor

Name

MONTEMAR ASSOCIATES, PC

EIN

87-3653362

Address

930 STATE ST, 2ND FLOOR · SANTA BARBARA, CA · 93101

Phone

(805) 778-5500

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JH PROFESSIONAL GROUP, INC.

JH PROFESSIONAL GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

$8K · 5 participants

FIN CON ASSOCIATES

FIN CON ASSOCIATES 401(K) P/S PLAN

$8K · 5 participants

JANOVER, LLC

JANOVER, LLC 401(K) PLAN

$8K

CREIGHTON J SPIES EA LLC

CREIGHTON J SPIES EA 401(K) PLAN

$8K · 3 participants

BROWN NELMS & CO PC

BROWN NELMS & CO PC 401(K) PROFIT SHARING PLAN

$8K