Gregory a. Montegna, Alc
Plan context: Gregory a. Montegna, Alc 401(K) Profit Sharing Plan
EIN 33-0226206 • Chula Vista, CA • 30 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,140,784
2025 Contributions
$84,738
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 | $2,140,784 | $84,738 | $28,246iApproximate average salary by contribution assumption: employee only about $706,150 at 4% or $470,767 at 6%; with 50% employer match about $470,767 at 4% or $313,844 at 6%; with 100% employer match about $353,075 at 4% or $235,383 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $2,140,784 | $84,738 | $28,246iApproximate average salary by contribution assumption: employee only about $706,150 at 4% or $470,767 at 6%; with 50% employer match about $470,767 at 4% or $313,844 at 6%; with 100% employer match about $353,075 at 4% or $235,383 at 6%. |
| 2024 | 1 | 4 | $1,680,311 | $91,441 | $22,860iApproximate average salary by contribution assumption: employee only about $571,506 at 4% or $381,004 at 6%; with 50% employer match about $381,004 at 4% or $254,003 at 6%; with 100% employer match about $285,753 at 4% or $190,502 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 4 | $1,680,311 | $91,441 | $22,860iApproximate average salary by contribution assumption: employee only about $571,506 at 4% or $381,004 at 6%; with 50% employer match about $381,004 at 4% or $254,003 at 6%; with 100% employer match about $285,753 at 4% or $190,502 at 6%. |
| 2023 | 1 | 3 | $1,488,833 | $81,786 | $27,262iApproximate average salary by contribution assumption: employee only about $681,550 at 4% or $454,367 at 6%; with 50% employer match about $454,367 at 4% or $302,911 at 6%; with 100% employer match about $340,775 at 4% or $227,183 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $1,488,833 | $81,786 | $27,262iApproximate average salary by contribution assumption: employee only about $681,550 at 4% or $454,367 at 6%; with 50% employer match about $454,367 at 4% or $302,911 at 6%; with 100% employer match about $340,775 at 4% or $227,183 at 6%. |
| 2022 | 1 | 3 | $1,263,617 | $74,274 | $24,758iApproximate average salary by contribution assumption: employee only about $618,950 at 4% or $412,633 at 6%; with 50% employer match about $412,633 at 4% or $275,089 at 6%; with 100% employer match about $309,475 at 4% or $206,317 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $1,263,617 | $74,274 | $24,758iApproximate average salary by contribution assumption: employee only about $618,950 at 4% or $412,633 at 6%; with 50% employer match about $412,633 at 4% or $275,089 at 6%; with 100% employer match about $309,475 at 4% or $206,317 at 6%. |
| 2021 | 1 | 3 | $1,408,924 | $68,947 | $22,982iApproximate average salary by contribution assumption: employee only about $574,558 at 4% or $383,039 at 6%; with 50% employer match about $383,039 at 4% or $255,359 at 6%; with 100% employer match about $287,279 at 4% or $191,519 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $1,408,924 | $68,947 | $22,982iApproximate average salary by contribution assumption: employee only about $574,558 at 4% or $383,039 at 6%; with 50% employer match about $383,039 at 4% or $255,359 at 6%; with 100% employer match about $287,279 at 4% or $191,519 at 6%. |
| 2020 | 1 | 3 | $1,179,967 | $37,572 | $12,524iApproximate average salary by contribution assumption: employee only about $313,100 at 4% or $208,733 at 6%; with 50% employer match about $208,733 at 4% or $139,156 at 6%; with 100% employer match about $156,550 at 4% or $104,367 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $1,179,967 | $37,572 | $12,524iApproximate average salary by contribution assumption: employee only about $313,100 at 4% or $208,733 at 6%; with 50% employer match about $208,733 at 4% or $139,156 at 6%; with 100% employer match about $156,550 at 4% or $104,367 at 6%. |
| 2019 | 1 | 1 | $1,020,953 | $26,320 | $26,320iApproximate average salary by contribution assumption: employee only about $658,000 at 4% or $438,667 at 6%; with 50% employer match about $438,667 at 4% or $292,444 at 6%; with 100% employer match about $329,000 at 4% or $219,333 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 1 | $1,020,953 | $26,320 | $26,320iApproximate average salary by contribution assumption: employee only about $658,000 at 4% or $438,667 at 6%; with 50% employer match about $438,667 at 4% or $292,444 at 6%; with 100% employer match about $329,000 at 4% or $219,333 at 6%. |
| 2018 | 1 | 1 | $818,282 | $11,440 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 1 | $818,282 | $11,440 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| 2017 | 1 | 1 | $898,848 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 1 | $898,848 | $0 | - |
| 2016 | 1 | 1 | $798,295 | $26,270 | $26,270iApproximate average salary by contribution assumption: employee only about $656,750 at 4% or $437,833 at 6%; with 50% employer match about $437,833 at 4% or $291,889 at 6%; with 100% employer match about $328,375 at 4% or $218,917 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 1 | $798,295 | $26,270 | $26,270iApproximate average salary by contribution assumption: employee only about $656,750 at 4% or $437,833 at 6%; with 50% employer match about $437,833 at 4% or $291,889 at 6%; with 100% employer match about $328,375 at 4% or $218,917 at 6%. |
| 2015 | 1 | 1 | $742,480 | $26,024 | $26,024iApproximate average salary by contribution assumption: employee only about $650,600 at 4% or $433,733 at 6%; with 50% employer match about $433,733 at 4% or $289,156 at 6%; with 100% employer match about $325,300 at 4% or $216,867 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 1 | $742,480 | $26,024 | $26,024iApproximate average salary by contribution assumption: employee only about $650,600 at 4% or $433,733 at 6%; with 50% employer match about $433,733 at 4% or $289,156 at 6%; with 100% employer match about $325,300 at 4% or $216,867 at 6%. |
| 2014 | 1 | 2 | $753,395 | $23,960 | $11,980iApproximate average salary by contribution assumption: employee only about $299,500 at 4% or $199,667 at 6%; with 50% employer match about $199,667 at 4% or $133,111 at 6%; with 100% employer match about $149,750 at 4% or $99,833 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $753,395 | $23,960 | $11,980iApproximate average salary by contribution assumption: employee only about $299,500 at 4% or $199,667 at 6%; with 50% employer match about $199,667 at 4% or $133,111 at 6%; with 100% employer match about $149,750 at 4% or $99,833 at 6%. |
| 2013 | 1 | 2 | $672,235 | $24,481 | $12,241iApproximate average salary by contribution assumption: employee only about $306,013 at 4% or $204,008 at 6%; with 50% employer match about $204,008 at 4% or $136,006 at 6%; with 100% employer match about $153,006 at 4% or $102,004 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $672,235 | $24,481 | $12,241iApproximate average salary by contribution assumption: employee only about $306,013 at 4% or $204,008 at 6%; with 50% employer match about $204,008 at 4% or $136,006 at 6%; with 100% employer match about $153,006 at 4% or $102,004 at 6%. |
| 2012 | 1 | 2 | $533,281 | $20,249 | $10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $533,281 | $20,249 | $10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%. |
| 2011 | 1 | 2 | $486,031 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $486,031 | $0 | - |
| 2010 | 1 | 2 | $491,894 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $491,894 | $0 | - |
| 2009 | 1 | 3 | $443,612 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $443,612 | $0 | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $722,223 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $722,223 | - | - |
| 2005 | 1 | 3 | $637,852 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $637,852 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2004 | 1 | 3 | $606,096 | $21,970 | $7,323iApproximate average salary by contribution assumption: employee only about $183,083 at 4% or $122,056 at 6%; with 50% employer match about $122,056 at 4% or $81,370 at 6%; with 100% employer match about $91,542 at 4% or $61,028 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 3 | $606,096 | $21,970 | $7,323iApproximate average salary by contribution assumption: employee only about $183,083 at 4% or $122,056 at 6%; with 50% employer match about $122,056 at 4% or $81,370 at 6%; with 100% employer match about $91,542 at 4% or $61,028 at 6%. |
| 2003 | 1 | 4 | $593,982 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 4 | $593,982 | - | - |
| 2002 | 1 | 4 | $494,774 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 4 | $494,774 | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| Feliciano R. Rios, M.D. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Feliciano R. Rios, M.D. Profit Sharing Plan | - | 3 | - | - | - |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 2 | 3 | $854,978 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Gregory a. Montegna, Alc 401(K) Profit Sharing Plan | - | 2 | $774,133 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Feliciano R. Rios, M.D. Profit Sharing Plan | - | 3 | $80,845 | - | - |