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CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 401k Plan overview

Plan NameCENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST
Plan identification number 001

CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 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

CENTRAL TEXAS ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL TEXAS ORTHODONTICS
Employer identification number (EIN):262825970
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN STLOUIS2024-07-26
0012022-01-01BRIAN STLOUIS2023-07-24
0012021-01-01BRIAN STLOUIS2022-07-12
0012020-01-01BRIAN STLOUIS2021-07-30
0012019-01-01BRIAN STLOUIS2020-06-23
0012018-01-01BRIAN STLOUIS2019-09-27
0012017-01-01BRIAN STLOUIS2018-09-20
0012016-01-01BRIAN STLOUIS2017-07-28
0012015-01-01BRIAN ST. LOUIS2016-07-24
0012014-01-01BRIAN ST. LOUIS2015-07-28 BRIAN ST. LOUIS2015-07-28
0012013-01-01BRIAN ST. LOUIS2014-07-27 BRIAN ST. LOUIS2014-07-27
0012012-02-01BRIAN ST. LOUIS2013-07-28 BRIAN ST. LOUIS2013-07-28

Plan Statistics for CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST

401k plan membership statisitcs for CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST

Measure Date Value
2025: CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-087
Total number of particpants at end of year2025-08-088
Number of Participants With Account Balances2025-08-086
2024: CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-267
Total number of particpants at end of year2024-07-267
Number of Participants With Account Balances2024-07-266

Financial Data on CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST

Measure Date Value
2025 : CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-087223
Net assets as of the end of the plan year2025-08-08730999
Total assets as of the beginning of the plan year2025-08-08614833
Value of plan covered by a fidelity bond2025-08-0850000
Participant contributions to plan in this plan year2025-08-0833662
Value of participant loans at end of plan year2025-08-0820985
Other contributions to plan in this plan year2025-08-080
Other income to plan in this plan year2025-08-0875583
Plan net income in this plan year2025-08-08116166
Net assets as of the end of the plan year2025-08-08730999
Net assets as of the beginning of the plan year2025-08-08614833
Employer contributions to plan in this plan year2025-08-0814144
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-087223
2024 : CENTRAL TEXAS ORTHODONTICS RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-265669
Net assets as of the end of the plan year2024-07-26614833
Total assets as of the beginning of the plan year2024-07-26483279
Value of plan covered by a fidelity bond2024-07-2650000
Participant contributions to plan in this plan year2024-07-2631728
Value of participant loans at end of plan year2024-07-2629054
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2685596
Plan net income in this plan year2024-07-26131554
Net assets as of the end of the plan year2024-07-26614833
Net assets as of the beginning of the plan year2024-07-26483279
Employer contributions to plan in this plan year2024-07-2619899
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-265669

Potentially related plans

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