How big is Thomas J. Montell, M.D.'s plan?

Thomas J. Montell, M.D.'s plan reported $2.3M in assets and 2 participants for 2025.

Original filing (PDF)20260515145448NAL0009417745001

Thomas J. Montell, M.D.

Name: Thomas J. Montell, M.D. — Thomas J. Montell, M.D., Form 5500 (2025)
Creator: Thomas J. Montell, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas J. Montell, M.D. Profit Sharing Plan

Defined-contribution retirement plan · Thomas J. Montell, M.D.'s Thomas J. Montell, M.D. Profit Sharing Plan held $2.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Thomas J. Montell MD signed Thomas J. Montell, M.D.'s 2025 Form 5500 as plan administrator.

Thomas J. Montell MD — 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

Thomas J. Montell, M.D.'s EIN is 95-4112533.

EIN 95-4112533

Plan number 001

Plan year 2025

ACK ID 20260515145448NAL0009417745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas J. Montell, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas J. Montell, M.D.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS J. MONTELL, M.D..

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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