?>
Logo

ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 401k Plan overview

Plan NameORTHODONTIC SPECIALISTS, LLC 401(K) PLAN
Plan identification number 001

ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ORTHODONTIC SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ORTHODONTIC SPECIALISTS, LLC
Employer identification number (EIN):205049412
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF ERICKSON2024-09-23
0012022-01-01JEFF ERICKSON2023-10-09
0012021-01-01JEFF ERICKSON2022-07-11
0012020-01-01JEFF ERICKSON2021-07-28
0012019-01-01JEFF ERICKSON2020-07-20
0012018-01-01JEFF ERICKSON2019-07-31
0012017-01-01JEFF ERICKSON2018-10-15
0012016-01-01JEFF ERICKSON2017-08-09
0012015-01-01JEFF ERICKSON2016-10-17
0012014-01-01JEFF ERICKSON2016-11-08
0012013-01-01JEFF ERICKSON2014-10-02

Plan Statistics for ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN

401k plan membership statisitcs for ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN

Measure Date Value
2025: ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-3018
Total number of particpants at end of year2025-09-3024
Number of Participants With Account Balances2025-09-3016
2024: ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2323
Total number of particpants at end of year2024-09-2318
Number of Participants With Account Balances2024-09-2316
2022: ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1119
Total number of particpants at end of year2022-07-1114
Number of Participants With Account Balances2022-07-119

Financial Data on ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN

Measure Date Value
2025 : ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-301834
Net assets as of the end of the plan year2025-09-301033823
Total assets as of the beginning of the plan year2025-09-30829123
Value of plan covered by a fidelity bond2025-09-3075000
Participant contributions to plan in this plan year2025-09-3071059
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30119320
Plan net income in this plan year2025-09-30204700
Net assets as of the end of the plan year2025-09-301033823
Net assets as of the beginning of the plan year2025-09-30829123
Employer contributions to plan in this plan year2025-09-3016155
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-301623
2024 : ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-234
Total expenses incurred by plan in this plan year2024-09-2332025
Net assets as of the end of the plan year2024-09-23829123
Total assets as of the beginning of the plan year2024-09-23658561
Value of plan covered by a fidelity bond2024-09-2375000
Participant contributions to plan in this plan year2024-09-2366470
Other income to plan in this plan year2024-09-23119297
Plan net income in this plan year2024-09-23170558
Net assets as of the end of the plan year2024-09-23829123
Net assets as of the beginning of the plan year2024-09-23658561
Employer contributions to plan in this plan year2024-09-2316816
2022 : ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1111775
Net assets as of the end of the plan year2022-07-11717132
Total assets as of the beginning of the plan year2022-07-11565914
Value of plan covered by a fidelity bond2022-07-1175000
Participant contributions to plan in this plan year2022-07-1156580
Other contributions to plan in this plan year2022-07-11273
Other income to plan in this plan year2022-07-1191356
Plan net income in this plan year2022-07-11151218
Net assets as of the end of the plan year2022-07-11717132
Net assets as of the beginning of the plan year2022-07-11565914
Employer contributions to plan in this plan year2022-07-1114784

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3