Civic Intelligence

Donald R. Montano, D.D.S., M.S.D.,

Plan context: Donald R. Montano, Dds, Msd, Apc 401K Plan

EIN 77-0049281 • Bakersfield, CA • 42 filings • 11 plans

1010 Calloway Drive, Suite 200-aBakersfield, CA 93312
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$8,116,123

2024 Contributions

$144,100

Historical Graphs

Total Assets Over Time

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

$8,116,123$4,058,062$0199920122024YearValue
$8,116,123Latest year 2024

Participants Over Time

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

630199920112024YearValue
2Latest 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
202412$8,116,123$144,100$72,050iApproximate average salary by contribution assumption: employee only about $1,801,250 at 4% or $1,200,833 at 6%; with 50% employer match about $1,200,833 at 4% or $800,556 at 6%; with 100% employer match about $900,625 at 4% or $600,417 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-2$8,116,123$144,100$72,050iApproximate average salary by contribution assumption: employee only about $1,801,250 at 4% or $1,200,833 at 6%; with 50% employer match about $1,200,833 at 4% or $800,556 at 6%; with 100% employer match about $900,625 at 4% or $600,417 at 6%.
202312$7,333,079$127,174$63,587iApproximate average salary by contribution assumption: employee only about $1,589,675 at 4% or $1,059,783 at 6%; with 50% employer match about $1,059,783 at 4% or $706,522 at 6%; with 100% employer match about $794,838 at 4% or $529,892 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-2$7,333,079$127,174$63,587iApproximate average salary by contribution assumption: employee only about $1,589,675 at 4% or $1,059,783 at 6%; with 50% employer match about $1,059,783 at 4% or $706,522 at 6%; with 100% employer match about $794,838 at 4% or $529,892 at 6%.
202212$6,476,826$124,174$62,087iApproximate average salary by contribution assumption: employee only about $1,552,175 at 4% or $1,034,783 at 6%; with 50% employer match about $1,034,783 at 4% or $689,856 at 6%; with 100% employer match about $776,088 at 4% or $517,392 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-2$6,476,826$124,174$62,087iApproximate average salary by contribution assumption: employee only about $1,552,175 at 4% or $1,034,783 at 6%; with 50% employer match about $1,034,783 at 4% or $689,856 at 6%; with 100% employer match about $776,088 at 4% or $517,392 at 6%.
202113$7,366,092$111,131$37,044iApproximate average salary by contribution assumption: employee only about $926,092 at 4% or $617,394 at 6%; with 50% employer match about $617,394 at 4% or $411,596 at 6%; with 100% employer match about $463,046 at 4% or $308,697 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-3$7,366,092$111,131$37,044iApproximate average salary by contribution assumption: employee only about $926,092 at 4% or $617,394 at 6%; with 50% employer match about $617,394 at 4% or $411,596 at 6%; with 100% employer match about $463,046 at 4% or $308,697 at 6%.
202013$7,601,540$159,501$53,167iApproximate average salary by contribution assumption: employee only about $1,329,175 at 4% or $886,117 at 6%; with 50% employer match about $886,117 at 4% or $590,744 at 6%; with 100% employer match about $664,588 at 4% or $443,058 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-3$7,601,540$159,501$53,167iApproximate average salary by contribution assumption: employee only about $1,329,175 at 4% or $886,117 at 6%; with 50% employer match about $886,117 at 4% or $590,744 at 6%; with 100% employer match about $664,588 at 4% or $443,058 at 6%.
201913$6,685,681$156,116$52,039iApproximate average salary by contribution assumption: employee only about $1,300,967 at 4% or $867,311 at 6%; with 50% employer match about $867,311 at 4% or $578,207 at 6%; with 100% employer match about $650,483 at 4% or $433,656 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-3$6,685,681$156,116$52,039iApproximate average salary by contribution assumption: employee only about $1,300,967 at 4% or $867,311 at 6%; with 50% employer match about $867,311 at 4% or $578,207 at 6%; with 100% employer match about $650,483 at 4% or $433,656 at 6%.
201815$5,909,137$122,778$24,556iApproximate average salary by contribution assumption: employee only about $613,890 at 4% or $409,260 at 6%; with 50% employer match about $409,260 at 4% or $272,840 at 6%; with 100% employer match about $306,945 at 4% or $204,630 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-5$5,909,137$122,778$24,556iApproximate average salary by contribution assumption: employee only about $613,890 at 4% or $409,260 at 6%; with 50% employer match about $409,260 at 4% or $272,840 at 6%; with 100% employer match about $306,945 at 4% or $204,630 at 6%.
201716$6,200,316$219,922$36,654iApproximate average salary by contribution assumption: employee only about $916,342 at 4% or $610,894 at 6%; with 50% employer match about $610,894 at 4% or $407,263 at 6%; with 100% employer match about $458,171 at 4% or $305,447 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-6$6,200,316$219,922$36,654iApproximate average salary by contribution assumption: employee only about $916,342 at 4% or $610,894 at 6%; with 50% employer match about $610,894 at 4% or $407,263 at 6%; with 100% employer match about $458,171 at 4% or $305,447 at 6%.
201616$5,425,488$219,101$36,517iApproximate average salary by contribution assumption: employee only about $912,921 at 4% or $608,614 at 6%; with 50% employer match about $608,614 at 4% or $405,743 at 6%; with 100% employer match about $456,460 at 4% or $304,307 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-6$5,425,488$219,101$36,517iApproximate average salary by contribution assumption: employee only about $912,921 at 4% or $608,614 at 6%; with 50% employer match about $608,614 at 4% or $405,743 at 6%; with 100% employer match about $456,460 at 4% or $304,307 at 6%.
201516$4,840,407$214,816$35,803iApproximate average salary by contribution assumption: employee only about $895,067 at 4% or $596,711 at 6%; with 50% employer match about $596,711 at 4% or $397,807 at 6%; with 100% employer match about $447,533 at 4% or $298,356 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-6$4,840,407$214,816$35,803iApproximate average salary by contribution assumption: employee only about $895,067 at 4% or $596,711 at 6%; with 50% employer match about $596,711 at 4% or $397,807 at 6%; with 100% employer match about $447,533 at 4% or $298,356 at 6%.
201325$4,388,113$3,450,925$690,185iApproximate average salary by contribution assumption: employee only about $17,254,625 at 4% or $11,503,083 at 6%; with 50% employer match about $11,503,083 at 4% or $7,668,722 at 6%; with 100% employer match about $8,627,313 at 4% or $5,751,542 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-5$4,388,113$3,450,925$690,185iApproximate average salary by contribution assumption: employee only about $17,254,625 at 4% or $11,503,083 at 6%; with 50% employer match about $11,503,083 at 4% or $7,668,722 at 6%; with 100% employer match about $8,627,313 at 4% or $5,751,542 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-0---
201224$3,811,189$78,651$19,663iApproximate average salary by contribution assumption: employee only about $491,569 at 4% or $327,713 at 6%; with 50% employer match about $327,713 at 4% or $218,475 at 6%; with 100% employer match about $245,784 at 4% or $163,856 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-3$3,143,622--
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$667,567$78,651$19,663iApproximate average salary by contribution assumption: employee only about $491,569 at 4% or $327,713 at 6%; with 50% employer match about $327,713 at 4% or $218,475 at 6%; with 100% employer match about $245,784 at 4% or $163,856 at 6%.
201124$3,352,442$81,587$20,397iApproximate average salary by contribution assumption: employee only about $509,919 at 4% or $339,946 at 6%; with 50% employer match about $339,946 at 4% or $226,631 at 6%; with 100% employer match about $254,959 at 4% or $169,973 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-3$2,818,406--
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$534,036$81,587$20,397iApproximate average salary by contribution assumption: employee only about $509,919 at 4% or $339,946 at 6%; with 50% employer match about $339,946 at 4% or $226,631 at 6%; with 100% employer match about $254,959 at 4% or $169,973 at 6%.
201024$3,275,073$381,770$95,443iApproximate average salary by contribution assumption: employee only about $2,386,063 at 4% or $1,590,708 at 6%; with 50% employer match about $1,590,708 at 4% or $1,060,472 at 6%; with 100% employer match about $1,193,031 at 4% or $795,354 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-3$2,815,243$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$459,830$81,770$20,443iApproximate average salary by contribution assumption: employee only about $511,063 at 4% or $340,708 at 6%; with 50% employer match about $340,708 at 4% or $227,139 at 6%; with 100% employer match about $255,531 at 4% or $170,354 at 6%.
200924$2,630,041$423,197$105,799iApproximate average salary by contribution assumption: employee only about $2,644,981 at 4% or $1,763,321 at 6%; with 50% employer match about $1,763,321 at 4% or $1,175,547 at 6%; with 100% employer match about $1,322,491 at 4% or $881,660 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-4$2,288,183$347,717$86,929iApproximate average salary by contribution assumption: employee only about $2,173,231 at 4% or $1,448,821 at 6%; with 50% employer match about $1,448,821 at 4% or $965,881 at 6%; with 100% employer match about $1,086,616 at 4% or $724,410 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$341,858$75,480$18,870iApproximate average salary by contribution assumption: employee only about $471,750 at 4% or $314,500 at 6%; with 50% employer match about $314,500 at 4% or $209,667 at 6%; with 100% employer match about $235,875 at 4% or $157,250 at 6%.
200824$1,779,313$438,681$109,670iApproximate average salary by contribution assumption: employee only about $2,741,756 at 4% or $1,827,838 at 6%; with 50% employer match about $1,827,838 at 4% or $1,218,558 at 6%; with 100% employer match about $1,370,878 at 4% or $913,919 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-4$1,557,971$365,580$91,395iApproximate average salary by contribution assumption: employee only about $2,284,875 at 4% or $1,523,250 at 6%; with 50% employer match about $1,523,250 at 4% or $1,015,500 at 6%; with 100% employer match about $1,142,438 at 4% or $761,625 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$221,342$73,101$18,275iApproximate average salary by contribution assumption: employee only about $456,881 at 4% or $304,588 at 6%; with 50% employer match about $304,588 at 4% or $203,058 at 6%; with 100% employer match about $228,441 at 4% or $152,294 at 6%.
200724$0$0-
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-4---
Donald R. Montano, Dds, Msd, Apc 401K Plan-4---
200624$1,553,568$277,238$69,310iApproximate average salary by contribution assumption: employee only about $1,732,738 at 4% or $1,155,158 at 6%; with 50% employer match about $1,155,158 at 4% or $770,106 at 6%; with 100% employer match about $866,369 at 4% or $577,579 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-4$1,413,948$207,034$51,759iApproximate average salary by contribution assumption: employee only about $1,293,963 at 4% or $862,642 at 6%; with 50% employer match about $862,642 at 4% or $575,094 at 6%; with 100% employer match about $646,981 at 4% or $431,321 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-4$139,620$70,204$17,551iApproximate average salary by contribution assumption: employee only about $438,775 at 4% or $292,517 at 6%; with 50% employer match about $292,517 at 4% or $195,011 at 6%; with 100% employer match about $219,388 at 4% or $146,258 at 6%.
200523$1,152,410$191,682$63,894iApproximate average salary by contribution assumption: employee only about $1,597,350 at 4% or $1,064,900 at 6%; with 50% employer match about $1,064,900 at 4% or $709,933 at 6%; with 100% employer match about $798,675 at 4% or $532,450 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-2$1,093,374$160,239$80,120iApproximate average salary by contribution assumption: employee only about $2,002,988 at 4% or $1,335,325 at 6%; with 50% employer match about $1,335,325 at 4% or $890,217 at 6%; with 100% employer match about $1,001,494 at 4% or $667,663 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-3$59,036$31,443$10,481iApproximate average salary by contribution assumption: employee only about $262,025 at 4% or $174,683 at 6%; with 50% employer match about $174,683 at 4% or $116,456 at 6%; with 100% employer match about $131,013 at 4% or $87,342 at 6%.
200422$945,571$201,616$100,808iApproximate average salary by contribution assumption: employee only about $2,520,200 at 4% or $1,680,133 at 6%; with 50% employer match about $1,680,133 at 4% or $1,120,089 at 6%; with 100% employer match about $1,260,100 at 4% or $840,067 at 6%.
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-2$919,571$175,616$87,808iApproximate average salary by contribution assumption: employee only about $2,195,200 at 4% or $1,463,467 at 6%; with 50% employer match about $1,463,467 at 4% or $975,644 at 6%; with 100% employer match about $1,097,600 at 4% or $731,733 at 6%.
Donald R. Montano, Dds, Msd, Apc 401K Plan-2$26,000$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200333$669,537$109,252$36,417iApproximate average salary by contribution assumption: employee only about $910,433 at 4% or $606,956 at 6%; with 50% employer match about $606,956 at 4% or $404,637 at 6%; with 100% employer match about $455,217 at 4% or $303,478 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-3$669,537$109,252$36,417iApproximate average salary by contribution assumption: employee only about $910,433 at 4% or $606,956 at 6%; with 50% employer match about $606,956 at 4% or $404,637 at 6%; with 100% employer match about $455,217 at 4% or $303,478 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-0---
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Profit Sharing Plan-0---
200233$420,194$108,041$36,014iApproximate average salary by contribution assumption: employee only about $900,342 at 4% or $600,228 at 6%; with 50% employer match about $600,228 at 4% or $400,152 at 6%; with 100% employer match about $450,171 at 4% or $300,114 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Profit Sharing Plan-3$271,981--
Donald R. Montano, Dds, Msd, Apc Defined Benefit Pension Plan-3$108,041$108,041$36,014iApproximate average salary by contribution assumption: employee only about $900,342 at 4% or $600,228 at 6%; with 50% employer match about $600,228 at 4% or $400,152 at 6%; with 100% employer match about $450,171 at 4% or $300,114 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-3$40,172--
200123$426,352$66,817$22,272iApproximate average salary by contribution assumption: employee only about $556,808 at 4% or $371,206 at 6%; with 50% employer match about $371,206 at 4% or $247,470 at 6%; with 100% employer match about $278,404 at 4% or $185,603 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Profit Sharing Plan-3$367,273$50,113$16,704iApproximate average salary by contribution assumption: employee only about $417,608 at 4% or $278,406 at 6%; with 50% employer match about $278,406 at 4% or $185,604 at 6%; with 100% employer match about $208,804 at 4% or $139,203 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-3$59,079$16,704$5,568iApproximate average salary by contribution assumption: employee only about $139,200 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,867 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%.
200023$541,275$61,992$20,664iApproximate average salary by contribution assumption: employee only about $516,600 at 4% or $344,400 at 6%; with 50% employer match about $344,400 at 4% or $229,600 at 6%; with 100% employer match about $258,300 at 4% or $172,200 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Profit Sharing Plan-3$469,528$44,431$14,810iApproximate average salary by contribution assumption: employee only about $370,258 at 4% or $246,839 at 6%; with 50% employer match about $246,839 at 4% or $164,559 at 6%; with 100% employer match about $185,129 at 4% or $123,419 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-3$71,747$17,561$5,854iApproximate average salary by contribution assumption: employee only about $146,342 at 4% or $97,561 at 6%; with 50% employer match about $97,561 at 4% or $65,041 at 6%; with 100% employer match about $73,171 at 4% or $48,781 at 6%.
199923$699,080$63,536$21,179iApproximate average salary by contribution assumption: employee only about $529,467 at 4% or $352,978 at 6%; with 50% employer match about $352,978 at 4% or $235,319 at 6%; with 100% employer match about $264,733 at 4% or $176,489 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Profit Sharing Plan-3$610,050$46,593$15,531iApproximate average salary by contribution assumption: employee only about $388,275 at 4% or $258,850 at 6%; with 50% employer match about $258,850 at 4% or $172,567 at 6%; with 100% employer match about $194,138 at 4% or $129,425 at 6%.
Donald R. Montano, D.D.S., M.S.D., a Professional Corporation Money Purchase Pension Plan-3$89,030$16,943$5,648iApproximate average salary by contribution assumption: employee only about $141,192 at 4% or $94,128 at 6%; with 50% employer match about $94,128 at 4% or $62,752 at 6%; with 100% employer match about $70,596 at 4% or $47,064 at 6%.