Mark S. Montana, D.D.S., P.C.
Plan context: Mark S. Montana, D.D.S. PC. Profit Sharing Plan
EIN 86-0899892 • Tempe, AZ • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,534,425
2024 Contributions
$2,392
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,534,425 | $2,392 | $399iApproximate average salary by contribution assumption: employee only about $9,967 at 4% or $6,644 at 6%; with 50% employer match about $6,644 at 4% or $4,430 at 6%; with 100% employer match about $4,983 at 4% or $3,322 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $2,534,425 | $2,392 | $399iApproximate average salary by contribution assumption: employee only about $9,967 at 4% or $6,644 at 6%; with 50% employer match about $6,644 at 4% or $4,430 at 6%; with 100% employer match about $4,983 at 4% or $3,322 at 6%. |
| 2023 | 1 | 6 | $2,276,934 | $79,466 | $13,244iApproximate average salary by contribution assumption: employee only about $331,108 at 4% or $220,739 at 6%; with 50% employer match about $220,739 at 4% or $147,159 at 6%; with 100% employer match about $165,554 at 4% or $110,369 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $2,276,934 | $79,466 | $13,244iApproximate average salary by contribution assumption: employee only about $331,108 at 4% or $220,739 at 6%; with 50% employer match about $220,739 at 4% or $147,159 at 6%; with 100% employer match about $165,554 at 4% or $110,369 at 6%. |
| 2022 | 1 | 6 | $1,864,442 | $76,198 | $12,700iApproximate average salary by contribution assumption: employee only about $317,492 at 4% or $211,661 at 6%; with 50% employer match about $211,661 at 4% or $141,107 at 6%; with 100% employer match about $158,746 at 4% or $105,831 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,864,442 | $76,198 | $12,700iApproximate average salary by contribution assumption: employee only about $317,492 at 4% or $211,661 at 6%; with 50% employer match about $211,661 at 4% or $141,107 at 6%; with 100% employer match about $158,746 at 4% or $105,831 at 6%. |
| 2021 | 1 | 6 | $2,154,287 | $40,875 | $6,813iApproximate average salary by contribution assumption: employee only about $170,313 at 4% or $113,542 at 6%; with 50% employer match about $113,542 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $2,154,287 | $40,875 | $6,813iApproximate average salary by contribution assumption: employee only about $170,313 at 4% or $113,542 at 6%; with 50% employer match about $113,542 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%. |
| 2020 | 1 | 6 | $1,757,946 | $29,602 | $4,934iApproximate average salary by contribution assumption: employee only about $123,342 at 4% or $82,228 at 6%; with 50% employer match about $82,228 at 4% or $54,819 at 6%; with 100% employer match about $61,671 at 4% or $41,114 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,757,946 | $29,602 | $4,934iApproximate average salary by contribution assumption: employee only about $123,342 at 4% or $82,228 at 6%; with 50% employer match about $82,228 at 4% or $54,819 at 6%; with 100% employer match about $61,671 at 4% or $41,114 at 6%. |
| 2019 | 1 | 6 | $1,550,868 | $64,065 | $10,678iApproximate average salary by contribution assumption: employee only about $266,938 at 4% or $177,958 at 6%; with 50% employer match about $177,958 at 4% or $118,639 at 6%; with 100% employer match about $133,469 at 4% or $88,979 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,550,868 | $64,065 | $10,678iApproximate average salary by contribution assumption: employee only about $266,938 at 4% or $177,958 at 6%; with 50% employer match about $177,958 at 4% or $118,639 at 6%; with 100% employer match about $133,469 at 4% or $88,979 at 6%. |
| 2018 | 1 | 6 | $1,213,822 | $65,699 | $10,950iApproximate average salary by contribution assumption: employee only about $273,746 at 4% or $182,497 at 6%; with 50% employer match about $182,497 at 4% or $121,665 at 6%; with 100% employer match about $136,873 at 4% or $91,249 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,213,822 | $65,699 | $10,950iApproximate average salary by contribution assumption: employee only about $273,746 at 4% or $182,497 at 6%; with 50% employer match about $182,497 at 4% or $121,665 at 6%; with 100% employer match about $136,873 at 4% or $91,249 at 6%. |
| 2017 | 1 | 6 | $1,234,713 | $59,139 | $9,857iApproximate average salary by contribution assumption: employee only about $246,413 at 4% or $164,275 at 6%; with 50% employer match about $164,275 at 4% or $109,517 at 6%; with 100% employer match about $123,206 at 4% or $82,138 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,234,713 | $59,139 | $9,857iApproximate average salary by contribution assumption: employee only about $246,413 at 4% or $164,275 at 6%; with 50% employer match about $164,275 at 4% or $109,517 at 6%; with 100% employer match about $123,206 at 4% or $82,138 at 6%. |
| 2016 | 1 | 6 | $1,059,355 | $64,142 | $10,690iApproximate average salary by contribution assumption: employee only about $267,258 at 4% or $178,172 at 6%; with 50% employer match about $178,172 at 4% or $118,781 at 6%; with 100% employer match about $133,629 at 4% or $89,086 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,059,355 | $64,142 | $10,690iApproximate average salary by contribution assumption: employee only about $267,258 at 4% or $178,172 at 6%; with 50% employer match about $178,172 at 4% or $118,781 at 6%; with 100% employer match about $133,629 at 4% or $89,086 at 6%. |
| 2015 | 1 | 6 | $935,940 | $36,711 | $6,119iApproximate average salary by contribution assumption: employee only about $152,963 at 4% or $101,975 at 6%; with 50% employer match about $101,975 at 4% or $67,983 at 6%; with 100% employer match about $76,481 at 4% or $50,988 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $935,940 | $36,711 | $6,119iApproximate average salary by contribution assumption: employee only about $152,963 at 4% or $101,975 at 6%; with 50% employer match about $101,975 at 4% or $67,983 at 6%; with 100% employer match about $76,481 at 4% or $50,988 at 6%. |
| 2014 | 1 | 6 | $1,030,423 | $60,039 | $10,007iApproximate average salary by contribution assumption: employee only about $250,163 at 4% or $166,775 at 6%; with 50% employer match about $166,775 at 4% or $111,183 at 6%; with 100% employer match about $125,081 at 4% or $83,388 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $1,030,423 | $60,039 | $10,007iApproximate average salary by contribution assumption: employee only about $250,163 at 4% or $166,775 at 6%; with 50% employer match about $166,775 at 4% or $111,183 at 6%; with 100% employer match about $125,081 at 4% or $83,388 at 6%. |
| 2013 | 1 | 6 | $912,238 | $67,782 | $11,297iApproximate average salary by contribution assumption: employee only about $282,425 at 4% or $188,283 at 6%; with 50% employer match about $188,283 at 4% or $125,522 at 6%; with 100% employer match about $141,213 at 4% or $94,142 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $912,238 | $67,782 | $11,297iApproximate average salary by contribution assumption: employee only about $282,425 at 4% or $188,283 at 6%; with 50% employer match about $188,283 at 4% or $125,522 at 6%; with 100% employer match about $141,213 at 4% or $94,142 at 6%. |
| 2012 | 1 | 6 | $761,473 | $67,344 | $11,224iApproximate average salary by contribution assumption: employee only about $280,600 at 4% or $187,067 at 6%; with 50% employer match about $187,067 at 4% or $124,711 at 6%; with 100% employer match about $140,300 at 4% or $93,533 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $761,473 | $67,344 | $11,224iApproximate average salary by contribution assumption: employee only about $280,600 at 4% or $187,067 at 6%; with 50% employer match about $187,067 at 4% or $124,711 at 6%; with 100% employer match about $140,300 at 4% or $93,533 at 6%. |
| 2011 | 1 | 6 | $662,668 | $62,525 | $10,421iApproximate average salary by contribution assumption: employee only about $260,521 at 4% or $173,681 at 6%; with 50% employer match about $173,681 at 4% or $115,787 at 6%; with 100% employer match about $130,260 at 4% or $86,840 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $662,668 | $62,525 | $10,421iApproximate average salary by contribution assumption: employee only about $260,521 at 4% or $173,681 at 6%; with 50% employer match about $173,681 at 4% or $115,787 at 6%; with 100% employer match about $130,260 at 4% or $86,840 at 6%. |
| 2010 | 1 | 6 | $597,127 | $40,206 | $6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $597,127 | $40,206 | $6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%. |
| 2009 | 1 | 6 | $520,882 | $0 | - |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $520,882 | - | - |
| 2008 | 1 | 6 | $476,451 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $476,451 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $463,194 | $68,774 | $9,825iApproximate average salary by contribution assumption: employee only about $245,621 at 4% or $163,748 at 6%; with 50% employer match about $163,748 at 4% or $109,165 at 6%; with 100% employer match about $122,811 at 4% or $81,874 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 7 | $463,194 | $68,774 | $9,825iApproximate average salary by contribution assumption: employee only about $245,621 at 4% or $163,748 at 6%; with 50% employer match about $163,748 at 4% or $109,165 at 6%; with 100% employer match about $122,811 at 4% or $81,874 at 6%. |
| 2005 | 1 | 6 | $353,446 | $62,637 | $10,440iApproximate average salary by contribution assumption: employee only about $260,988 at 4% or $173,992 at 6%; with 50% employer match about $173,992 at 4% or $115,994 at 6%; with 100% employer match about $130,494 at 4% or $86,996 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $353,446 | $62,637 | $10,440iApproximate average salary by contribution assumption: employee only about $260,988 at 4% or $173,992 at 6%; with 50% employer match about $173,992 at 4% or $115,994 at 6%; with 100% employer match about $130,494 at 4% or $86,996 at 6%. |
| 2004 | 1 | 6 | $268,997 | $61,022 | $10,170iApproximate average salary by contribution assumption: employee only about $254,258 at 4% or $169,506 at 6%; with 50% employer match about $169,506 at 4% or $113,004 at 6%; with 100% employer match about $127,129 at 4% or $84,753 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 6 | $268,997 | $61,022 | $10,170iApproximate average salary by contribution assumption: employee only about $254,258 at 4% or $169,506 at 6%; with 50% employer match about $169,506 at 4% or $113,004 at 6%; with 100% employer match about $127,129 at 4% or $84,753 at 6%. |
| 2003 | 1 | 4 | $198,227 | $56,552 | $14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 4 | $198,227 | $56,552 | $14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%. |
| 2002 | 1 | 3 | $102,727 | $0 | - |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 3 | $102,727 | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $122,388 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 5 | $122,388 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 1999 | 1 | 5 | $127,052 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Mark S. Montana, D.D.S. PC. Profit Sharing Plan | - | 5 | $127,052 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |