Civic Intelligence

Jorge J. Montane, D.D.S. Inc.

Plan context: JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN

EIN 94-3289247 • Fremont, CA • 21 filings • 4 plans

39572 Stevenson Place, Suite 228Fremont, CA 94539
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,049,689

2024 Contributions

$85,879

Historical Graphs

Total Assets Over Time

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

$1,167,342$583,671$0200420152024YearValue
$1,049,689Latest year 2024

Participants Over Time

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

1050200420152024YearValue
5Latest 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
202415$1,049,689$85,879$17,176iApproximate average salary by contribution assumption: employee only about $429,395 at 4% or $286,263 at 6%; with 50% employer match about $286,263 at 4% or $190,842 at 6%; with 100% employer match about $214,698 at 4% or $143,132 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$1,049,689$85,879$17,176iApproximate average salary by contribution assumption: employee only about $429,395 at 4% or $286,263 at 6%; with 50% employer match about $286,263 at 4% or $190,842 at 6%; with 100% employer match about $214,698 at 4% or $143,132 at 6%.
202314$905,126$83,180$20,795iApproximate average salary by contribution assumption: employee only about $519,875 at 4% or $346,583 at 6%; with 50% employer match about $346,583 at 4% or $231,056 at 6%; with 100% employer match about $259,938 at 4% or $173,292 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-4$905,126$83,180$20,795iApproximate average salary by contribution assumption: employee only about $519,875 at 4% or $346,583 at 6%; with 50% employer match about $346,583 at 4% or $231,056 at 6%; with 100% employer match about $259,938 at 4% or $173,292 at 6%.
202214$767,231$77,286$19,322iApproximate average salary by contribution assumption: employee only about $483,038 at 4% or $322,025 at 6%; with 50% employer match about $322,025 at 4% or $214,683 at 6%; with 100% employer match about $241,519 at 4% or $161,013 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-4$767,231$77,286$19,322iApproximate average salary by contribution assumption: employee only about $483,038 at 4% or $322,025 at 6%; with 50% employer match about $322,025 at 4% or $214,683 at 6%; with 100% employer match about $241,519 at 4% or $161,013 at 6%.
202114$743,793$71,997$17,999iApproximate average salary by contribution assumption: employee only about $449,981 at 4% or $299,988 at 6%; with 50% employer match about $299,988 at 4% or $199,992 at 6%; with 100% employer match about $224,991 at 4% or $149,994 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-4$743,793$71,997$17,999iApproximate average salary by contribution assumption: employee only about $449,981 at 4% or $299,988 at 6%; with 50% employer match about $299,988 at 4% or $199,992 at 6%; with 100% employer match about $224,991 at 4% or $149,994 at 6%.
202015$578,898$70,541$14,108iApproximate average salary by contribution assumption: employee only about $352,705 at 4% or $235,137 at 6%; with 50% employer match about $235,137 at 4% or $156,758 at 6%; with 100% employer match about $176,353 at 4% or $117,568 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$578,898$70,541$14,108iApproximate average salary by contribution assumption: employee only about $352,705 at 4% or $235,137 at 6%; with 50% employer match about $235,137 at 4% or $156,758 at 6%; with 100% employer match about $176,353 at 4% or $117,568 at 6%.
201915$458,564$53,286$10,657iApproximate average salary by contribution assumption: employee only about $266,430 at 4% or $177,620 at 6%; with 50% employer match about $177,620 at 4% or $118,413 at 6%; with 100% employer match about $133,215 at 4% or $88,810 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$458,564$53,286$10,657iApproximate average salary by contribution assumption: employee only about $266,430 at 4% or $177,620 at 6%; with 50% employer match about $177,620 at 4% or $118,413 at 6%; with 100% employer match about $133,215 at 4% or $88,810 at 6%.
201815$331,879$48,938$9,788iApproximate average salary by contribution assumption: employee only about $244,690 at 4% or $163,127 at 6%; with 50% employer match about $163,127 at 4% or $108,751 at 6%; with 100% employer match about $122,345 at 4% or $81,563 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$331,879$48,938$9,788iApproximate average salary by contribution assumption: employee only about $244,690 at 4% or $163,127 at 6%; with 50% employer match about $163,127 at 4% or $108,751 at 6%; with 100% employer match about $122,345 at 4% or $81,563 at 6%.
201715$293,760$39,600$7,920iApproximate average salary by contribution assumption: employee only about $198,000 at 4% or $132,000 at 6%; with 50% employer match about $132,000 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$293,760$39,600$7,920iApproximate average salary by contribution assumption: employee only about $198,000 at 4% or $132,000 at 6%; with 50% employer match about $132,000 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%.
201615$221,502$74,428$14,886iApproximate average salary by contribution assumption: employee only about $372,140 at 4% or $248,093 at 6%; with 50% employer match about $248,093 at 4% or $165,396 at 6%; with 100% employer match about $186,070 at 4% or $124,047 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-5$221,502$74,428$14,886iApproximate average salary by contribution assumption: employee only about $372,140 at 4% or $248,093 at 6%; with 50% employer match about $248,093 at 4% or $165,396 at 6%; with 100% employer match about $186,070 at 4% or $124,047 at 6%.
201516$150,759$84,442$14,074iApproximate average salary by contribution assumption: employee only about $351,842 at 4% or $234,561 at 6%; with 50% employer match about $234,561 at 4% or $156,374 at 6%; with 100% employer match about $175,921 at 4% or $117,281 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-6$150,759$84,442$14,074iApproximate average salary by contribution assumption: employee only about $351,842 at 4% or $234,561 at 6%; with 50% employer match about $234,561 at 4% or $156,374 at 6%; with 100% employer match about $175,921 at 4% or $117,281 at 6%.
201414$66,578$65,306$16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,108 at 6%; with 50% employer match about $272,108 at 4% or $181,406 at 6%; with 100% employer match about $204,081 at 4% or $136,054 at 6%.
JORGE J. MONTANE, D.D.S. 401(K) PROFIT SHARING PLAN-4$66,578$65,306$16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,108 at 6%; with 50% employer match about $272,108 at 4% or $181,406 at 6%; with 100% employer match about $204,081 at 4% or $136,054 at 6%.
201310$0$0-
Jorge J. Montane, Dds Inc. Defined Benefit Plan-0$0$0-
201213$1,167,342$15,703$5,234iApproximate average salary by contribution assumption: employee only about $130,858 at 4% or $87,239 at 6%; with 50% employer match about $87,239 at 4% or $58,159 at 6%; with 100% employer match about $65,429 at 4% or $43,619 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-3$1,167,342$15,703$5,234iApproximate average salary by contribution assumption: employee only about $130,858 at 4% or $87,239 at 6%; with 50% employer match about $87,239 at 4% or $58,159 at 6%; with 100% employer match about $65,429 at 4% or $43,619 at 6%.
201113$1,017,004$0-
Jorge J. Montane, Dds Inc. Defined Benefit Plan-3$1,017,004$0-
201017$1,055,490$0-
Jorge J. Montane, Dds Inc. Defined Benefit Plan-7$1,055,490--
2009110$960,000$64,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-10$960,000$64,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
200818$749,178$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-8$749,178$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200716$0$0-
Jorge J. Montane, Dds Inc. Defined Benefit Plan-6---
200616$536,225$160,100$26,683iApproximate average salary by contribution assumption: employee only about $667,083 at 4% or $444,722 at 6%; with 50% employer match about $444,722 at 4% or $296,481 at 6%; with 100% employer match about $333,542 at 4% or $222,361 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-6$536,225$160,100$26,683iApproximate average salary by contribution assumption: employee only about $667,083 at 4% or $444,722 at 6%; with 50% employer match about $444,722 at 4% or $296,481 at 6%; with 100% employer match about $333,542 at 4% or $222,361 at 6%.
200516$318,531$156,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-6$318,531$156,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200417$152,412$152,412$21,773iApproximate average salary by contribution assumption: employee only about $544,329 at 4% or $362,886 at 6%; with 50% employer match about $362,886 at 4% or $241,924 at 6%; with 100% employer match about $272,164 at 4% or $181,443 at 6%.
Jorge J. Montane, Dds Inc. Defined Benefit Plan-7$152,412$152,412$21,773iApproximate average salary by contribution assumption: employee only about $544,329 at 4% or $362,886 at 6%; with 50% employer match about $362,886 at 4% or $241,924 at 6%; with 100% employer match about $272,164 at 4% or $181,443 at 6%.