How big is Jorge J. Montane, D.D.S., Inc.'s plan?

Jorge J. Montane, D.D.S., Inc.'s plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250725135219NAL0003214787001

Jorge J. Montane, D.D.S., Inc.

Name: Jorge J. Montane, D.D.S., Inc. — Jorge J. Montane, Form 5500 (2024)
Creator: Jorge J. Montane, D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge J. Montane, D.D.S. 401(k) Profit Sharing Plan

401(k) retirement plan · Jorge J. Montane, D.D.S., Inc.'s Jorge J. Montane, D.D.S. 401(k) Profit Sharing Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jorge J Montane signed Jorge J. Montane, D.D.S., Inc.'s 2024 Form 5500 as plan administrator.

Jorge J Montane — 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

Jorge J. Montane, D.D.S., Inc.'s EIN is 94-3289247.

EIN 94-3289247

Plan number 004

Plan year 2024

ACK ID 20250725135219NAL0003214787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jorge J. Montane, D.D.S., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jorge J. Montane, D.D.S., Inc.'s plan includes profit-sharing, a 401(k) feature.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JORGE J. MONTANE, D.D.S., INC.

EIN

all filings

Address

39572 STEVENSON PLACE, SUITE 228 · FREMONT, CA · 94539

Phone

(510) 795-0444

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator