NORTH HOUSTON ORTHODONTIC SPECIALISTS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST
401k plan membership statisitcs for NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| 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 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 26 |
| Number of participants with account balances | 2017-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2017 : NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $36 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $380,245 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $13,651 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,441 |
| Total plan assets at end of year | 2017-12-31 | $1,980,006 |
| Total plan assets at beginning of year | 2017-12-31 | $1,613,376 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $91,195 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $2,093 |
| Other income received | 2017-12-31 | $174,501 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $366,594 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,979,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,613,376 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $774 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $112,456 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,210 |
| 2016 : NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $337,570 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,758 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,873 |
| Total plan assets at end of year | 2016-12-31 | $1,613,376 |
| Total plan assets at beginning of year | 2016-12-31 | $1,289,564 |
| Value of fidelity bond covering the plan | 2016-12-31 | $161,338 |
| Total contributions received or receivable from participants | 2016-12-31 | $90,509 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $28,913 |
| Other income received | 2016-12-31 | $114,046 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $323,812 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,613,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,289,564 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $355 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $774 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $104,102 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,885 |
| 2017: NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 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: NORTH HOUSTON ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
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