AJ ORTEGA, DMD, MS PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE ROCK ORTHODONTICS RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : WHITE ROCK ORTHODONTICS RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 13188 |
| Net assets as of the end of the plan year | 2025-07-17 | 872956 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 715890 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 38669 |
| Other expenses paid from plan in this plan year | 2025-07-17 | 0 |
| Other contributions to plan in this plan year | 2025-07-17 | 0 |
| Other income to plan in this plan year | 2025-07-17 | 73295 |
| Plan net income in this plan year | 2025-07-17 | 157066 |
| Net assets as of the end of the plan year | 2025-07-17 | 872956 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 715890 |
| Value of contributions failed to transmitted timely | 2025-07-17 | 2769 |
| Employer contributions to plan in this plan year | 2025-07-17 | 58290 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 4998 |
| 2024 : WHITE ROCK ORTHODONTICS RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 3888 |
| Net assets as of the end of the plan year | 2024-07-12 | 715890 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 531144 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 31733 |
| Other expenses paid from plan in this plan year | 2024-07-12 | 0 |
| Other contributions to plan in this plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 98784 |
| Plan net income in this plan year | 2024-07-12 | 184746 |
| Net assets as of the end of the plan year | 2024-07-12 | 715890 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 531144 |
| Value of contributions failed to transmitted timely | 2024-07-12 | 1246 |
| Employer contributions to plan in this plan year | 2024-07-12 | 58117 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 3771 |
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