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CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 401k Plan overview

Plan NameCARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN
Plan identification number 001

CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARROLL AND SUTTON ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARROLL AND SUTTON ORTHODONTICS, LLC
Employer identification number (EIN):208640677
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN ANSAY2024-06-20
0012022-01-01JOHN ANSAY2023-07-31
0012021-01-01JOHN ANSAY2022-10-07

Plan Statistics for CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN

401k plan membership statisitcs for CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN

Measure Date Value
2025: CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-138
Total number of particpants at end of year2025-10-1313
Number of Participants With Account Balances2025-10-1313
2024: CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-207
Total number of particpants at end of year2024-06-208
Number of Participants With Account Balances2024-06-208
2022: CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-078
Total number of particpants at end of year2022-10-0717
Number of Participants With Account Balances2022-10-0715

Financial Data on CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN

Measure Date Value
2025 : CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-133545
Net assets as of the end of the plan year2025-10-13106576
Total assets as of the beginning of the plan year2025-10-1384074
Value of plan covered by a fidelity bond2025-10-13100000
Participant contributions to plan in this plan year2025-10-131889
Other income to plan in this plan year2025-10-1311291
Plan net income in this plan year2025-10-1322502
Net assets as of the end of the plan year2025-10-13106576
Net assets as of the beginning of the plan year2025-10-1384074
Employer contributions to plan in this plan year2025-10-1312867
Fees paid to broker by Benefit Provider2025-10-13669
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-133512
2024 : CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2012268
Net assets as of the end of the plan year2024-06-2084074
Total assets as of the beginning of the plan year2024-06-2064750
Value of plan covered by a fidelity bond2024-06-20100000
Participant contributions to plan in this plan year2024-06-202079
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2011342
Plan net income in this plan year2024-06-2019324
Net assets as of the end of the plan year2024-06-2084074
Net assets as of the beginning of the plan year2024-06-2064750
Employer contributions to plan in this plan year2024-06-2018171
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-203312
2022 : CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-0768301
Total liabilities as of the end of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-072750
Net assets as of the end of the plan year2022-10-0778056
Total assets as of the beginning of the plan year2022-10-070
Value of plan covered by a fidelity bond2022-10-07100000
Participant contributions to plan in this plan year2022-10-07806
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-071967
Plan net income in this plan year2022-10-079755
Net assets as of the end of the plan year2022-10-0778056
Net assets as of the beginning of the plan year2022-10-070
Employer contributions to plan in this plan year2022-10-079732
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-072750

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