Civic Intelligence

Dianna R. Montoya, Dds

Plan context: DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN

EIN 85-0478538 • Albuquerque, NM • 19 filings • 2 plans

10151 Montgomery Boulevard NESuite CAlbuquerque, NM 87111-3638
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$2,456,993

2017 Contributions

$456,410

Historical Graphs

Total Assets Over Time

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

$2,503,455$1,251,728$0200420112016YearValue
$2,456,993Latest year 2016

Participants Over Time

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

530200420102016YearValue
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-
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-0$0$0-
201612$2,456,993$0-
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$2,456,993$0-
201512$2,404,165$0-
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$2,404,165$0-
201412$2,503,455$0-
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$2,503,455$0-
201312$2,448,063$456,410$228,205iApproximate average salary by contribution assumption: employee only about $5,705,125 at 4% or $3,803,417 at 6%; with 50% employer match about $3,803,417 at 4% or $2,535,611 at 6%; with 100% employer match about $2,852,563 at 4% or $1,901,708 at 6%.
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$2,448,063$456,410$228,205iApproximate average salary by contribution assumption: employee only about $5,705,125 at 4% or $3,803,417 at 6%; with 50% employer match about $3,803,417 at 4% or $2,535,611 at 6%; with 100% employer match about $2,852,563 at 4% or $1,901,708 at 6%.
201212$1,750,205$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$1,750,205$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201115$1,320,896$176,000$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-5$1,320,896$176,000$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
201015$1,228,840$191,298$38,260iApproximate average salary by contribution assumption: employee only about $956,490 at 4% or $637,660 at 6%; with 50% employer match about $637,660 at 4% or $425,107 at 6%; with 100% employer match about $478,245 at 4% or $318,830 at 6%.
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-5$1,228,840$191,298$38,260iApproximate average salary by contribution assumption: employee only about $956,490 at 4% or $637,660 at 6%; with 50% employer match about $637,660 at 4% or $425,107 at 6%; with 100% employer match about $478,245 at 4% or $318,830 at 6%.
200915$902,796$178,142$35,628iApproximate average salary by contribution assumption: employee only about $890,710 at 4% or $593,807 at 6%; with 50% employer match about $593,807 at 4% or $395,871 at 6%; with 100% employer match about $445,355 at 4% or $296,903 at 6%.
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-5$902,796$178,142$35,628iApproximate average salary by contribution assumption: employee only about $890,710 at 4% or $593,807 at 6%; with 50% employer match about $593,807 at 4% or $395,871 at 6%; with 100% employer match about $445,355 at 4% or $296,903 at 6%.
200823$0$0-
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-3---
Dianna R. Montoya, Dds Profit Sharing Plan-0---
200722$0$0-
Dianna R. Montoya, Dds Profit Sharing Plan-1---
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2---
200622$1,044,661$164,000$82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%.
Dianna R. Montoya, Dds Profit Sharing Plan-2$544,323--
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-2$500,338$164,000$82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%.
200524$784,508$150,756$37,689iApproximate average salary by contribution assumption: employee only about $942,225 at 4% or $628,150 at 6%; with 50% employer match about $628,150 at 4% or $418,767 at 6%; with 100% employer match about $471,113 at 4% or $314,075 at 6%.
Dianna R. Montoya, Dds Profit Sharing Plan-4$480,920--
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-4$303,588$150,756$37,689iApproximate average salary by contribution assumption: employee only about $942,225 at 4% or $628,150 at 6%; with 50% employer match about $628,150 at 4% or $418,767 at 6%; with 100% employer match about $471,113 at 4% or $314,075 at 6%.
200424$610,952$144,673$36,168iApproximate average salary by contribution assumption: employee only about $904,206 at 4% or $602,804 at 6%; with 50% employer match about $602,804 at 4% or $401,869 at 6%; with 100% employer match about $452,103 at 4% or $301,402 at 6%.
Dianna R. Montoya, Dds Profit Sharing Plan-4$466,279--
DIANNA R. MONTOYA, DDS DEFINED BENEFIT PENSION PLAN-4$144,673$144,673$36,168iApproximate average salary by contribution assumption: employee only about $904,206 at 4% or $602,804 at 6%; with 50% employer match about $602,804 at 4% or $401,869 at 6%; with 100% employer match about $452,103 at 4% or $301,402 at 6%.