Fernandez-Montana, P.A.
Plan context: Highland Dental Clinic 401(K) Retirement Plan and Trust
EIN 27-1215252 • Lakeland, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$262,295
2025 Contributions
$34,803
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $262,295 | $34,803 | $11,601iApproximate average salary by contribution assumption: employee only about $290,025 at 4% or $193,350 at 6%; with 50% employer match about $193,350 at 4% or $128,900 at 6%; with 100% employer match about $145,013 at 4% or $96,675 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $262,295 | $34,803 | $11,601iApproximate average salary by contribution assumption: employee only about $290,025 at 4% or $193,350 at 6%; with 50% employer match about $193,350 at 4% or $128,900 at 6%; with 100% employer match about $145,013 at 4% or $96,675 at 6%. |
| 2024 | 1 | 3 | $207,724 | $34,303 | $11,434iApproximate average salary by contribution assumption: employee only about $285,858 at 4% or $190,572 at 6%; with 50% employer match about $190,572 at 4% or $127,048 at 6%; with 100% employer match about $142,929 at 4% or $95,286 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $207,724 | $34,303 | $11,434iApproximate average salary by contribution assumption: employee only about $285,858 at 4% or $190,572 at 6%; with 50% employer match about $190,572 at 4% or $127,048 at 6%; with 100% employer match about $142,929 at 4% or $95,286 at 6%. |
| 2023 | 1 | 3 | $156,905 | $21,537 | $7,179iApproximate average salary by contribution assumption: employee only about $179,475 at 4% or $119,650 at 6%; with 50% employer match about $119,650 at 4% or $79,767 at 6%; with 100% employer match about $89,738 at 4% or $59,825 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $156,905 | $21,537 | $7,179iApproximate average salary by contribution assumption: employee only about $179,475 at 4% or $119,650 at 6%; with 50% employer match about $119,650 at 4% or $79,767 at 6%; with 100% employer match about $89,738 at 4% or $59,825 at 6%. |
| 2022 | 1 | 3 | $121,036 | $35,569 | $11,856iApproximate average salary by contribution assumption: employee only about $296,408 at 4% or $197,606 at 6%; with 50% employer match about $197,606 at 4% or $131,737 at 6%; with 100% employer match about $148,204 at 4% or $98,803 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $121,036 | $35,569 | $11,856iApproximate average salary by contribution assumption: employee only about $296,408 at 4% or $197,606 at 6%; with 50% employer match about $197,606 at 4% or $131,737 at 6%; with 100% employer match about $148,204 at 4% or $98,803 at 6%. |
| 2021 | 1 | 3 | $98,249 | $59,195 | $19,732iApproximate average salary by contribution assumption: employee only about $493,292 at 4% or $328,861 at 6%; with 50% employer match about $328,861 at 4% or $219,241 at 6%; with 100% employer match about $246,646 at 4% or $164,431 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $98,249 | $59,195 | $19,732iApproximate average salary by contribution assumption: employee only about $493,292 at 4% or $328,861 at 6%; with 50% employer match about $328,861 at 4% or $219,241 at 6%; with 100% employer match about $246,646 at 4% or $164,431 at 6%. |
| 2020 | 1 | 3 | $32,998 | $32,368 | $10,789iApproximate average salary by contribution assumption: employee only about $269,733 at 4% or $179,822 at 6%; with 50% employer match about $179,822 at 4% or $119,881 at 6%; with 100% employer match about $134,867 at 4% or $89,911 at 6%. |
| Highland Dental Clinic 401(K) Retirement Plan and Trust | - | 3 | $32,998 | $32,368 | $10,789iApproximate average salary by contribution assumption: employee only about $269,733 at 4% or $179,822 at 6%; with 50% employer match about $179,822 at 4% or $119,881 at 6%; with 100% employer match about $134,867 at 4% or $89,911 at 6%. |