SADDLE CREEK ORTHODONTICS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SADDLE CREEK ORTHODONTICS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-14 | 24 |
| Total number of particpants at end of year | 2025-10-14 | 24 |
| Number of Participants With Account Balances | 2025-10-14 | 23 |
| 2024: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-04 | 21 |
| Total number of particpants at end of year | 2024-10-04 | 23 |
| Number of Participants With Account Balances | 2024-10-04 | 23 |
| 2019: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 17 |
| Number of participants with account balances | 2019-01-01 | 17 |
| 2018: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 17 |
| Number of participants with account balances | 2017-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
| 2016: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 4 |
| Number of participants with account balances | 2016-08-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 8640 |
| Net assets as of the end of the plan year | 2025-10-14 | 1092493 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 803039 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 90000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 101578 |
| Value of participant loans at end of plan year | 2025-10-14 | 5698 |
| Other income to plan in this plan year | 2025-10-14 | 124687 |
| Plan net income in this plan year | 2025-10-14 | 289454 |
| Net assets as of the end of the plan year | 2025-10-14 | 1092493 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 803039 |
| Employer contributions to plan in this plan year | 2025-10-14 | 71829 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 8524 |
| 2024 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-04 | 43616 |
| Net assets as of the end of the plan year | 2024-10-04 | 803039 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 574606 |
| Value of plan covered by a fidelity bond | 2024-10-04 | 80000 |
| Participant contributions to plan in this plan year | 2024-10-04 | 89095 |
| Value of participant loans at end of plan year | 2024-10-04 | 106712 |
| Other income to plan in this plan year | 2024-10-04 | 133121 |
| Plan net income in this plan year | 2024-10-04 | 228433 |
| Net assets as of the end of the plan year | 2024-10-04 | 803039 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 574606 |
| Employer contributions to plan in this plan year | 2024-10-04 | 49833 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 6752 |
| 2019 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $119,948 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $20,145 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $17,907 |
| Total plan assets at end of year | 2019-12-31 | $296,138 |
| Total plan assets at beginning of year | 2019-12-31 | $196,335 |
| Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $33,020 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,238 |
| Other income received | 2019-12-31 | $43,644 |
| Net income (gross income less expenses) | 2019-12-31 | $99,803 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $296,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $196,335 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $43,284 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $81,992 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $929 |
| Total plan assets at end of year | 2018-12-31 | $196,335 |
| Total plan assets at beginning of year | 2018-12-31 | $115,272 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $54,960 |
| Other income received | 2018-12-31 | $-14,126 |
| Net income (gross income less expenses) | 2018-12-31 | $81,063 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $196,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $115,272 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $41,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $929 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $112,090 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $56 |
| Total plan assets at end of year | 2017-12-31 | $115,272 |
| Total plan assets at beginning of year | 2017-12-31 | $3,238 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,567 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $56 |
| Other income received | 2017-12-31 | $1,351 |
| Net income (gross income less expenses) | 2017-12-31 | $112,034 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $115,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,238 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $72,172 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $3,238 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $3,238 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,696 |
| Other income received | 2016-12-31 | $75 |
| Net income (gross income less expenses) | 2016-12-31 | $3,238 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,467 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2019: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | First time form 5500 has been submitted | Yes |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
