Monterey Spine & Joint, P.c. 401(k) Plan: Login, Facts & Contact Information
Monterey Spine & Joint, P.c. 401(k) Login
60 former Monterey Spine & Joint, P.c. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Monterey Spine & Joint, P.c. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 29, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $973,267 went into the plan in contributions, $370,193 of it from the employer (38%).
- $1.11 million was paid out to participants.
- Investment and other income added $1.24 million.
- Administrative expenses were $52,512, about $332 per account.
How the Monterey Spine & Joint, P.c. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 204 | $12.8 million | $536,681 | $4.03 million |
| 2020 | 196 | $11.9 million | $450,637 | $3.33 million |
| 2021 | 193 | $8.16 million | $609,633 | $6.03 million |
| 2022 | 201 | $7.47 million | $299,767 | $154,369 |
| 2023 | 221 | $8.81 million | $377,560 | $894,763 |
| 2024 | 229 | $9.86 million | $370,193 | $1.11 million |
Monterey Spine & Joint, P.c. 401(k) Contact Information
Questions about the Monterey Spine & Joint, P.c. 401(k)
Does Monterey Spine & Joint, P.c contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $370,193, 38% of all contributions.
Does the Monterey Spine & Joint, P.c 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Monterey Spine & Joint, P.c 401(k) plan?
229 participants at the start of plan year 2024, 177 of them active employees, and 60 former employees who still had money in the plan.
What is the average 401(k) balance at Monterey Spine & Joint, P.c?
About $62,382 per account: $9.86 million in plan assets across 158 accounts with a balance at the end of plan year 2024.
Who manages the Monterey Spine & Joint, P.c 401(k) accounts?
Ascensus (listed on the filing as ASCENSUS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Monterey Spine & Joint, P.c. How do I access my 401(k)?
Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.