Civic Intelligence

Frank W. Montoya, Dds

Plan context: FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST

EIN 05-0613817 • Albuquerque, NM • 14 filings • 2 plans

6015 Buffalo Grass Ct. NEAlbuquerque, NM 87111-3638
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$513,814

2017 Contributions

$313,645

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,302,368$651,184$0200920132016YearValue
$513,814Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200920132016YearValue
2Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$0-
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-0$0$0-
201622$513,814$0-
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-2$513,814$0-
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-0$0$0-
201527$1,302,368$313,645$44,806iApproximate average salary by contribution assumption: employee only about $1,120,161 at 4% or $746,774 at 6%; with 50% employer match about $746,774 at 4% or $497,849 at 6%; with 100% employer match about $560,080 at 4% or $373,387 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-7$790,674$42,909$6,130iApproximate average salary by contribution assumption: employee only about $153,246 at 4% or $102,164 at 6%; with 50% employer match about $102,164 at 4% or $68,110 at 6%; with 100% employer match about $76,623 at 4% or $51,082 at 6%.
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-2$511,694$270,736$135,368iApproximate average salary by contribution assumption: employee only about $3,384,200 at 4% or $2,256,133 at 6%; with 50% employer match about $2,256,133 at 4% or $1,504,089 at 6%; with 100% employer match about $1,692,100 at 4% or $1,128,067 at 6%.
201427$1,060,178$126,288$18,041iApproximate average salary by contribution assumption: employee only about $451,029 at 4% or $300,686 at 6%; with 50% employer match about $300,686 at 4% or $200,457 at 6%; with 100% employer match about $225,514 at 4% or $150,343 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-7$812,808$44,099$6,300iApproximate average salary by contribution assumption: employee only about $157,496 at 4% or $104,998 at 6%; with 50% employer match about $104,998 at 4% or $69,998 at 6%; with 100% employer match about $78,748 at 4% or $52,499 at 6%.
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-6$247,370$82,189$13,698iApproximate average salary by contribution assumption: employee only about $342,454 at 4% or $228,303 at 6%; with 50% employer match about $228,303 at 4% or $152,202 at 6%; with 100% employer match about $171,227 at 4% or $114,151 at 6%.
201327$935,899$170,467$24,352iApproximate average salary by contribution assumption: employee only about $608,811 at 4% or $405,874 at 6%; with 50% employer match about $405,874 at 4% or $270,583 at 6%; with 100% employer match about $304,405 at 4% or $202,937 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-7$767,954$88,699$12,671iApproximate average salary by contribution assumption: employee only about $316,782 at 4% or $211,188 at 6%; with 50% employer match about $211,188 at 4% or $140,792 at 6%; with 100% employer match about $158,391 at 4% or $105,594 at 6%.
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-6$167,945$81,768$13,628iApproximate average salary by contribution assumption: employee only about $340,700 at 4% or $227,133 at 6%; with 50% employer match about $227,133 at 4% or $151,422 at 6%; with 100% employer match about $170,350 at 4% or $113,567 at 6%.
201227$748,384$122,896$17,557iApproximate average salary by contribution assumption: employee only about $438,914 at 4% or $292,610 at 6%; with 50% employer match about $292,610 at 4% or $195,073 at 6%; with 100% employer match about $219,457 at 4% or $146,305 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-7$669,119$43,631$6,233iApproximate average salary by contribution assumption: employee only about $155,825 at 4% or $103,883 at 6%; with 50% employer match about $103,883 at 4% or $69,256 at 6%; with 100% employer match about $77,913 at 4% or $51,942 at 6%.
FRANK W. MONTOYA, DDS CASH BALANCE DEFINED BENEFIT PLAN & TRUST-6$79,265$79,265$13,211iApproximate average salary by contribution assumption: employee only about $330,271 at 4% or $220,181 at 6%; with 50% employer match about $220,181 at 4% or $146,787 at 6%; with 100% employer match about $165,135 at 4% or $110,090 at 6%.
201116$590,988$69,917$11,653iApproximate average salary by contribution assumption: employee only about $291,321 at 4% or $194,214 at 6%; with 50% employer match about $194,214 at 4% or $129,476 at 6%; with 100% employer match about $145,660 at 4% or $97,107 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-6$590,988$69,917$11,653iApproximate average salary by contribution assumption: employee only about $291,321 at 4% or $194,214 at 6%; with 50% employer match about $194,214 at 4% or $129,476 at 6%; with 100% employer match about $145,660 at 4% or $97,107 at 6%.
201016$566,381$78,133$13,022iApproximate average salary by contribution assumption: employee only about $325,554 at 4% or $217,036 at 6%; with 50% employer match about $217,036 at 4% or $144,691 at 6%; with 100% employer match about $162,777 at 4% or $108,518 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-6$566,381$78,133$13,022iApproximate average salary by contribution assumption: employee only about $325,554 at 4% or $217,036 at 6%; with 50% employer match about $217,036 at 4% or $144,691 at 6%; with 100% employer match about $162,777 at 4% or $108,518 at 6%.
200916$446,206$68,081$11,347iApproximate average salary by contribution assumption: employee only about $283,671 at 4% or $189,114 at 6%; with 50% employer match about $189,114 at 4% or $126,076 at 6%; with 100% employer match about $141,835 at 4% or $94,557 at 6%.
Frank W. Montoya, Dds 401(K) Profit Sharing Plan-6$446,206$68,081$11,347iApproximate average salary by contribution assumption: employee only about $283,671 at 4% or $189,114 at 6%; with 50% employer match about $189,114 at 4% or $126,076 at 6%; with 100% employer match about $141,835 at 4% or $94,557 at 6%.