Civic Intelligence

Richard C. Montz, D.D.S., P.A.

Plan context: Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan

EIN 59-3150606 • Debary, FL • 20 filings • 4 plans

189 South Highway 17-92Debary, FL 32713
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$407,850

2024 Contributions

$62,816

Historical Graphs

Total Assets Over Time

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

$1,170,792$585,396$0200520152024YearValue
$407,850Latest year 2024

Participants Over Time

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

950200520152024YearValue
7Latest year 2024

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
202417$407,850$62,816$8,974iApproximate average salary by contribution assumption: employee only about $224,343 at 4% or $149,562 at 6%; with 50% employer match about $149,562 at 4% or $99,708 at 6%; with 100% employer match about $112,171 at 4% or $74,781 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$407,850$62,816$8,974iApproximate average salary by contribution assumption: employee only about $224,343 at 4% or $149,562 at 6%; with 50% employer match about $149,562 at 4% or $99,708 at 6%; with 100% employer match about $112,171 at 4% or $74,781 at 6%.
202317$343,381$60,833$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,840 at 6%; with 50% employer match about $144,840 at 4% or $96,560 at 6%; with 100% employer match about $108,630 at 4% or $72,420 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$343,381$60,833$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,840 at 6%; with 50% employer match about $144,840 at 4% or $96,560 at 6%; with 100% employer match about $108,630 at 4% or $72,420 at 6%.
202216$309,087$58,049$9,675iApproximate average salary by contribution assumption: employee only about $241,871 at 4% or $161,247 at 6%; with 50% employer match about $161,247 at 4% or $107,498 at 6%; with 100% employer match about $120,935 at 4% or $80,624 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$309,087$58,049$9,675iApproximate average salary by contribution assumption: employee only about $241,871 at 4% or $161,247 at 6%; with 50% employer match about $161,247 at 4% or $107,498 at 6%; with 100% employer match about $120,935 at 4% or $80,624 at 6%.
202115$311,896$46,721$9,344iApproximate average salary by contribution assumption: employee only about $233,605 at 4% or $155,737 at 6%; with 50% employer match about $155,737 at 4% or $103,824 at 6%; with 100% employer match about $116,803 at 4% or $77,868 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-5$311,896$46,721$9,344iApproximate average salary by contribution assumption: employee only about $233,605 at 4% or $155,737 at 6%; with 50% employer match about $155,737 at 4% or $103,824 at 6%; with 100% employer match about $116,803 at 4% or $77,868 at 6%.
202016$232,780$44,643$7,441iApproximate average salary by contribution assumption: employee only about $186,013 at 4% or $124,008 at 6%; with 50% employer match about $124,008 at 4% or $82,672 at 6%; with 100% employer match about $93,006 at 4% or $62,004 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$232,780$44,643$7,441iApproximate average salary by contribution assumption: employee only about $186,013 at 4% or $124,008 at 6%; with 50% employer match about $124,008 at 4% or $82,672 at 6%; with 100% employer match about $93,006 at 4% or $62,004 at 6%.
201919$180,599$96,526$10,725iApproximate average salary by contribution assumption: employee only about $268,128 at 4% or $178,752 at 6%; with 50% employer match about $178,752 at 4% or $119,168 at 6%; with 100% employer match about $134,064 at 4% or $89,376 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-9$180,599$96,526$10,725iApproximate average salary by contribution assumption: employee only about $268,128 at 4% or $178,752 at 6%; with 50% employer match about $178,752 at 4% or $119,168 at 6%; with 100% employer match about $134,064 at 4% or $89,376 at 6%.
201818$1,170,792$94,379$11,797iApproximate average salary by contribution assumption: employee only about $294,934 at 4% or $196,623 at 6%; with 50% employer match about $196,623 at 4% or $131,082 at 6%; with 100% employer match about $147,467 at 4% or $98,311 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-8$1,170,792$94,379$11,797iApproximate average salary by contribution assumption: employee only about $294,934 at 4% or $196,623 at 6%; with 50% employer match about $196,623 at 4% or $131,082 at 6%; with 100% employer match about $147,467 at 4% or $98,311 at 6%.
201719$1,167,928$91,532$10,170iApproximate average salary by contribution assumption: employee only about $254,256 at 4% or $169,504 at 6%; with 50% employer match about $169,504 at 4% or $113,002 at 6%; with 100% employer match about $127,128 at 4% or $84,752 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-9$1,167,928$91,532$10,170iApproximate average salary by contribution assumption: employee only about $254,256 at 4% or $169,504 at 6%; with 50% employer match about $169,504 at 4% or $113,002 at 6%; with 100% employer match about $127,128 at 4% or $84,752 at 6%.
201618$909,541$84,787$10,598iApproximate average salary by contribution assumption: employee only about $264,959 at 4% or $176,640 at 6%; with 50% employer match about $176,640 at 4% or $117,760 at 6%; with 100% employer match about $132,480 at 4% or $88,320 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-8$909,541$84,787$10,598iApproximate average salary by contribution assumption: employee only about $264,959 at 4% or $176,640 at 6%; with 50% employer match about $176,640 at 4% or $117,760 at 6%; with 100% employer match about $132,480 at 4% or $88,320 at 6%.
201517$774,361$96,074$13,725iApproximate average salary by contribution assumption: employee only about $343,121 at 4% or $228,748 at 6%; with 50% employer match about $228,748 at 4% or $152,498 at 6%; with 100% employer match about $171,561 at 4% or $114,374 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$774,361$96,074$13,725iApproximate average salary by contribution assumption: employee only about $343,121 at 4% or $228,748 at 6%; with 50% employer match about $228,748 at 4% or $152,498 at 6%; with 100% employer match about $171,561 at 4% or $114,374 at 6%.
201410$727,604$63,019-
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-0$727,604$63,019-
201317$656,198$81,759$11,680iApproximate average salary by contribution assumption: employee only about $291,996 at 4% or $194,664 at 6%; with 50% employer match about $194,664 at 4% or $129,776 at 6%; with 100% employer match about $145,998 at 4% or $97,332 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$656,198$81,759$11,680iApproximate average salary by contribution assumption: employee only about $291,996 at 4% or $194,664 at 6%; with 50% employer match about $194,664 at 4% or $129,776 at 6%; with 100% employer match about $145,998 at 4% or $97,332 at 6%.
201217$546,377$85,239$12,177iApproximate average salary by contribution assumption: employee only about $304,425 at 4% or $202,950 at 6%; with 50% employer match about $202,950 at 4% or $135,300 at 6%; with 100% employer match about $152,213 at 4% or $101,475 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$546,377$85,239$12,177iApproximate average salary by contribution assumption: employee only about $304,425 at 4% or $202,950 at 6%; with 50% employer match about $202,950 at 4% or $135,300 at 6%; with 100% employer match about $152,213 at 4% or $101,475 at 6%.
201118$445,580$69,698$8,712iApproximate average salary by contribution assumption: employee only about $217,806 at 4% or $145,204 at 6%; with 50% employer match about $145,204 at 4% or $96,803 at 6%; with 100% employer match about $108,903 at 4% or $72,602 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-8$445,580$69,698$8,712iApproximate average salary by contribution assumption: employee only about $217,806 at 4% or $145,204 at 6%; with 50% employer match about $145,204 at 4% or $96,803 at 6%; with 100% employer match about $108,903 at 4% or $72,602 at 6%.
201016$372,926$70,680$11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$372,926$70,680$11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%.
200916$279,029$40,841$6,807iApproximate average salary by contribution assumption: employee only about $170,171 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,724 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$279,029$40,841$6,807iApproximate average salary by contribution assumption: employee only about $170,171 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,724 at 6%.
200816$188,617$33,765$5,628iApproximate average salary by contribution assumption: employee only about $140,688 at 4% or $93,792 at 6%; with 50% employer match about $93,792 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$188,617$33,765$5,628iApproximate average salary by contribution assumption: employee only about $140,688 at 4% or $93,792 at 6%; with 50% employer match about $93,792 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.
200718$0$0-
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-8---
200617$218,937$36,183$5,169iApproximate average salary by contribution assumption: employee only about $129,225 at 4% or $86,150 at 6%; with 50% employer match about $86,150 at 4% or $57,433 at 6%; with 100% employer match about $64,613 at 4% or $43,075 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-7$218,937$36,183$5,169iApproximate average salary by contribution assumption: employee only about $129,225 at 4% or $86,150 at 6%; with 50% employer match about $86,150 at 4% or $57,433 at 6%; with 100% employer match about $64,613 at 4% or $43,075 at 6%.
200516$175,400$172,644$28,774iApproximate average salary by contribution assumption: employee only about $719,350 at 4% or $479,567 at 6%; with 50% employer match about $479,567 at 4% or $319,711 at 6%; with 100% employer match about $359,675 at 4% or $239,783 at 6%.
Richard C. Montz, D.D.S., P.A. 401(K) Profit Sharing Plan-6$175,400$172,644$28,774iApproximate average salary by contribution assumption: employee only about $719,350 at 4% or $479,567 at 6%; with 50% employer match about $479,567 at 4% or $319,711 at 6%; with 100% employer match about $359,675 at 4% or $239,783 at 6%.