Original filing (PDF)20250726104720NAL0019636146001

MONTES MEDICAL GROUP, INC.

Name: MONTES MEDICAL GROUP, INC. — MONTES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MONTES MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

MONTES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTES MEDICAL GROUP, INC..

Plan sponsor

Name

MONTES MEDICAL GROUP, INC.

EIN

95-4075183

Address

11822 E FLORAL DRIVE · WHITTIER, CA · 90601

Phone

(562) 908-4355

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-26

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

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LSU HEALTHCARE NETWORK