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AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 401k Plan overview

Plan NameAMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN
Plan identification number 002

AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AMERICAN ORTHODONTICS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ORTHODONTICS CORPORATION
Employer identification number (EIN):391093323
NAIC Classification:339110

Additional information about AMERICAN ORTHODONTICS CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1129439

More information about AMERICAN ORTHODONTICS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SARA MARTI SARA MARTI2018-09-19
0022016-01-01SARA MARTI
0022016-01-01
0022015-01-01KRISTINE BLOMMEL KRISTINE BLOMMEL2016-08-24
0022014-01-012015-08-27
0022014-01-012015-08-27
0022014-01-01KRISTINE BLOMMEL KRISTINE BLOMMEL2015-08-27
0022013-01-01JAMES VAN ALSTINE JAMES VAN ALSTINE2014-09-23
0022012-01-01JAMES VAN ALSTINE
0022011-01-01JAMES VAN ALSTINE
0022010-01-01JAMES VAN ALSTINE
0022009-01-01GREGORY GRESKE GREGORY GRESKE2010-10-14

Plan Statistics for AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

401k plan membership statisitcs for AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

Measure Date Value
2022: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01920
Total number of active participants reported on line 7a of the Form 55002022-01-01783
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01171
Total of all active and inactive participants2022-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01972
Number of participants with account balances2022-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01764
Total number of active participants reported on line 7a of the Form 55002021-01-01728
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01920
Number of participants with account balances2021-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01715
Total number of active participants reported on line 7a of the Form 55002020-01-01677
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01677
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01668
Total number of active participants reported on line 7a of the Form 55002019-01-01599
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01116
Total of all active and inactive participants2019-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01715
Number of participants with account balances2019-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01635
Total number of active participants reported on line 7a of the Form 55002018-01-01586
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01668
Number of participants with account balances2018-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01568
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01639
Number of participants with account balances2017-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01573
Total number of active participants reported on line 7a of the Form 55002016-01-01584
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01635
Number of participants with account balances2016-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01551
Total number of active participants reported on line 7a of the Form 55002015-01-01517
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01573
Number of participants with account balances2015-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01556
Total number of active participants reported on line 7a of the Form 55002014-01-01486
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01551
Number of participants with account balances2014-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01551
Total number of active participants reported on line 7a of the Form 55002013-01-01500
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01556
Number of participants with account balances2013-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01515
Total number of active participants reported on line 7a of the Form 55002012-01-01509
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01551
Number of participants with account balances2012-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01369
Total number of active participants reported on line 7a of the Form 55002011-01-01487
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01515
Number of participants with account balances2011-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01360
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01369
Number of participants with account balances2010-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01348
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01360
Number of participants with account balances2009-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

Measure Date Value
2022 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,447,813
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,659,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,530,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,706,604
Value of total assets at end of year2022-12-31$62,101,696
Value of total assets at beginning of year2022-12-31$74,209,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,749
Total interest from all sources2022-12-31$55,140
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,810,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,810,910
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,218,515
Participant contributions at end of year2022-12-31$1,194,020
Participant contributions at beginning of year2022-12-31$1,188,411
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$216,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$129,749
Total non interest bearing cash at end of year2022-12-31$6
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,107,800
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,101,696
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,209,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$54,645,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$67,260,186
Interest on participant loans2022-12-31$55,140
Value of interest in common/collective trusts at end of year2022-12-31$5,461,266
Value of interest in common/collective trusts at beginning of year2022-12-31$5,038,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,020,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,271,280
Employer contributions (assets) at end of year2022-12-31$801,391
Employer contributions (assets) at beginning of year2022-12-31$722,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,530,238
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,613,990
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,434,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,284,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,655,615
Value of total assets at end of year2021-12-31$74,209,496
Value of total assets at beginning of year2021-12-31$64,030,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,503
Total interest from all sources2021-12-31$58,212
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,436,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,436,099
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,875,562
Participant contributions at end of year2021-12-31$1,188,411
Participant contributions at beginning of year2021-12-31$1,056,054
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$96,713
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$700,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,484,947
Administrative expenses (other) incurred2021-12-31$150,503
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,179,360
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,209,496
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,030,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$67,260,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,376,360
Interest on participant loans2021-12-31$58,212
Value of interest in common/collective trusts at end of year2021-12-31$5,038,513
Value of interest in common/collective trusts at beginning of year2021-12-31$4,291,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,464,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,079,844
Employer contributions (assets) at end of year2021-12-31$722,386
Employer contributions (assets) at beginning of year2021-12-31$722,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,284,127
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,223,019
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,882,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,756,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,547,461
Value of total assets at end of year2020-12-31$64,030,136
Value of total assets at beginning of year2020-12-31$54,689,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$126,038
Total interest from all sources2020-12-31$57,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$704,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$704,965
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,499,777
Participant contributions at end of year2020-12-31$1,056,054
Participant contributions at beginning of year2020-12-31$1,085,701
Participant contributions at end of year2020-12-31$96,713
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$158,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,484,947
Other income not declared elsewhere2020-12-31$4,157
Administrative expenses (other) incurred2020-12-31$126,038
Total non interest bearing cash at end of year2020-12-31$1,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,340,821
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,030,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,689,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,376,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,314,794
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$287,995
Interest on participant loans2020-12-31$57,870
Value of interest in common/collective trusts at end of year2020-12-31$4,291,394
Value of interest in common/collective trusts at beginning of year2020-12-31$3,353,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,803,747
Net investment gain/loss from pooled separate accounts2020-12-31$718
Net investment gain or loss from common/collective trusts2020-12-31$104,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,888,982
Employer contributions (assets) at end of year2020-12-31$722,889
Employer contributions (assets) at beginning of year2020-12-31$647,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,756,160
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,690
Total income from all sources (including contributions)2019-12-31$14,874,059
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,171,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,912,438
Expenses. Certain deemed distributions of participant loans2019-12-31$126,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,719,099
Value of total assets at end of year2019-12-31$54,689,315
Value of total assets at beginning of year2019-12-31$44,003,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,896
Total interest from all sources2019-12-31$62,811
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$802,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$802,797
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,411,182
Participant contributions at end of year2019-12-31$1,085,701
Participant contributions at beginning of year2019-12-31$1,145,138
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$479,052
Other income not declared elsewhere2019-12-31$-5
Administrative expenses (other) incurred2019-12-31$132,896
Liabilities. Value of operating payables at beginning of year2019-12-31$16,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,702,624
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,689,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,986,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,314,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,965,516
Value of interest in pooled separate accounts at end of year2019-12-31$287,995
Value of interest in pooled separate accounts at beginning of year2019-12-31$197,583
Interest on participant loans2019-12-31$62,811
Value of interest in common/collective trusts at end of year2019-12-31$3,353,145
Value of interest in common/collective trusts at beginning of year2019-12-31$3,046,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,171,152
Net investment gain/loss from pooled separate accounts2019-12-31$41,749
Net investment gain or loss from common/collective trusts2019-12-31$76,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,828,865
Employer contributions (assets) at end of year2019-12-31$647,680
Employer contributions (assets) at beginning of year2019-12-31$649,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,912,438
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,573
Total income from all sources (including contributions)2018-12-31$1,788,477
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,862,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,739,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,114,383
Value of total assets at end of year2018-12-31$44,003,381
Value of total assets at beginning of year2018-12-31$47,077,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,641
Total interest from all sources2018-12-31$55,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$694,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$694,187
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,274,974
Participant contributions at end of year2018-12-31$1,145,138
Participant contributions at beginning of year2018-12-31$1,160,660
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,938
Other income not declared elsewhere2018-12-31$422
Administrative expenses (other) incurred2018-12-31$122,641
Liabilities. Value of operating payables at end of year2018-12-31$16,690
Liabilities. Value of operating payables at beginning of year2018-12-31$16,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,074,086
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,986,691
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,060,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,965,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,411,894
Value of interest in pooled separate accounts at end of year2018-12-31$197,583
Value of interest in pooled separate accounts at beginning of year2018-12-31$192,730
Interest on participant loans2018-12-31$55,557
Value of interest in common/collective trusts at end of year2018-12-31$3,046,104
Value of interest in common/collective trusts at beginning of year2018-12-31$3,639,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,133,719
Net investment gain/loss from pooled separate accounts2018-12-31$-7,959
Net investment gain or loss from common/collective trusts2018-12-31$65,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,816,471
Employer contributions (assets) at end of year2018-12-31$649,040
Employer contributions (assets) at beginning of year2018-12-31$672,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,739,922
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,276
Total income from all sources (including contributions)2017-12-31$11,539,459
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,857,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,701,444
Expenses. Certain deemed distributions of participant loans2017-12-31$46,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,595,636
Value of total assets at end of year2017-12-31$47,077,350
Value of total assets at beginning of year2017-12-31$41,409,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$109,340
Total interest from all sources2017-12-31$54,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$495,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$495,051
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,176,246
Participant contributions at end of year2017-12-31$1,160,660
Participant contributions at beginning of year2017-12-31$1,003,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$650,488
Other income not declared elsewhere2017-12-31$4,624
Administrative expenses (other) incurred2017-12-31$109,340
Liabilities. Value of operating payables at end of year2017-12-31$16,573
Liabilities. Value of operating payables at beginning of year2017-12-31$30,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,681,706
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,060,777
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,379,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,411,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,669,161
Value of interest in pooled separate accounts at end of year2017-12-31$192,730
Value of interest in pooled separate accounts at beginning of year2017-12-31$97,363
Interest on participant loans2017-12-31$54,835
Value of interest in common/collective trusts at end of year2017-12-31$3,639,407
Value of interest in common/collective trusts at beginning of year2017-12-31$3,962,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,305,545
Net investment gain/loss from pooled separate accounts2017-12-31$15,835
Net investment gain or loss from common/collective trusts2017-12-31$67,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,768,902
Employer contributions (assets) at end of year2017-12-31$672,659
Employer contributions (assets) at beginning of year2017-12-31$677,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,701,444
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,426
Total income from all sources (including contributions)2016-12-31$7,046,700
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,104,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,944,469
Expenses. Certain deemed distributions of participant loans2016-12-31$57,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,043,032
Value of total assets at end of year2016-12-31$41,409,347
Value of total assets at beginning of year2016-12-31$36,456,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,242
Total interest from all sources2016-12-31$40,233
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$476,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$476,471
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,071,844
Participant contributions at end of year2016-12-31$1,003,192
Participant contributions at beginning of year2016-12-31$909,925
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$218,859
Other income not declared elsewhere2016-12-31$83
Administrative expenses (other) incurred2016-12-31$103,242
Liabilities. Value of operating payables at end of year2016-12-31$30,276
Liabilities. Value of operating payables at beginning of year2016-12-31$19,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,941,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,379,071
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,437,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,669,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,861,209
Value of interest in pooled separate accounts at end of year2016-12-31$97,363
Value of interest in pooled separate accounts at beginning of year2016-12-31$84,847
Interest on participant loans2016-12-31$40,233
Value of interest in common/collective trusts at end of year2016-12-31$3,962,495
Value of interest in common/collective trusts at beginning of year2016-12-31$3,953,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,410,997
Net investment gain/loss from pooled separate accounts2016-12-31$6,808
Net investment gain or loss from common/collective trusts2016-12-31$69,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,752,329
Employer contributions (assets) at end of year2016-12-31$677,136
Employer contributions (assets) at beginning of year2016-12-31$647,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,944,469
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK
Accountancy firm EIN2016-12-31391173131
2015 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,412,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,385,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,308,585
Expenses. Certain deemed distributions of participant loans2015-12-31$38,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,803,503
Value of total assets at end of year2015-12-31$36,456,631
Value of total assets at beginning of year2015-12-31$35,410,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,385
Total interest from all sources2015-12-31$37,028
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$363,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$363,126
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,015,888
Participant contributions at end of year2015-12-31$909,925
Participant contributions at beginning of year2015-12-31$742,490
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,252
Other income not declared elsewhere2015-12-31$278
Administrative expenses (other) incurred2015-12-31$39,385
Liabilities. Value of operating payables at end of year2015-12-31$19,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,026,230
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,437,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,410,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,861,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,143,752
Value of interest in pooled separate accounts at end of year2015-12-31$84,847
Value of interest in pooled separate accounts at beginning of year2015-12-31$45,345
Interest on participant loans2015-12-31$37,028
Value of interest in common/collective trusts at end of year2015-12-31$3,953,648
Value of interest in common/collective trusts at beginning of year2015-12-31$3,956,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-798,158
Net investment gain/loss from pooled separate accounts2015-12-31$-1,118
Net investment gain or loss from common/collective trusts2015-12-31$7,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,712,363
Employer contributions (assets) at end of year2015-12-31$647,002
Employer contributions (assets) at beginning of year2015-12-31$523,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,308,585
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK
Accountancy firm EIN2015-12-31391173131
2014 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,716,921
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,575,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,540,228
Expenses. Certain deemed distributions of participant loans2014-12-31$35,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,364,708
Value of total assets at end of year2014-12-31$35,410,975
Value of total assets at beginning of year2014-12-31$31,269,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$32,597
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$352,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$352,027
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,756,411
Participant contributions at end of year2014-12-31$742,490
Participant contributions at beginning of year2014-12-31$718,788
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,141,477
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,410,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,269,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,143,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,209,618
Value of interest in pooled separate accounts at end of year2014-12-31$45,345
Interest on participant loans2014-12-31$32,597
Value of interest in common/collective trusts at end of year2014-12-31$3,956,159
Value of interest in common/collective trusts at beginning of year2014-12-31$3,822,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,908,856
Net investment gain/loss from pooled separate accounts2014-12-31$2,733
Net investment gain or loss from common/collective trusts2014-12-31$56,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,480,799
Employer contributions (assets) at end of year2014-12-31$523,229
Employer contributions (assets) at beginning of year2014-12-31$518,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,540,228
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,603,362
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,689,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,644,578
Expenses. Certain deemed distributions of participant loans2013-12-31$42,857
Value of total corrective distributions2013-12-31$1,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,339,944
Value of total assets at end of year2013-12-31$31,269,498
Value of total assets at beginning of year2013-12-31$25,355,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$237
Total interest from all sources2013-12-31$31,100
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$306,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$306,637
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,697,474
Participant contributions at end of year2013-12-31$718,788
Participant contributions at beginning of year2013-12-31$632,643
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$122,073
Administrative expenses (other) incurred2013-12-31$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,914,174
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,269,498
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,355,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,209,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,914,232
Interest on participant loans2013-12-31$31,100
Value of interest in common/collective trusts at end of year2013-12-31$3,822,169
Value of interest in common/collective trusts at beginning of year2013-12-31$3,474,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,952,713
Net investment gain or loss from common/collective trusts2013-12-31$-27,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,520,397
Employer contributions (assets) at end of year2013-12-31$518,923
Employer contributions (assets) at beginning of year2013-12-31$1,334,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,644,578
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,238,395
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,293,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,238,429
Expenses. Certain deemed distributions of participant loans2012-12-31$55,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,943,912
Value of total assets at end of year2012-12-31$25,355,324
Value of total assets at beginning of year2012-12-31$23,410,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30
Total interest from all sources2012-12-31$27,598
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$296,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$296,515
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,555,403
Participant contributions at end of year2012-12-31$632,643
Participant contributions at beginning of year2012-12-31$600,807
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,422
Administrative expenses (other) incurred2012-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,944,516
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,355,324
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,410,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,914,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,439,026
Interest on participant loans2012-12-31$27,598
Value of interest in common/collective trusts at end of year2012-12-31$3,474,390
Value of interest in common/collective trusts at beginning of year2012-12-31$3,999,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,922,115
Net investment gain or loss from common/collective trusts2012-12-31$48,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,334,087
Employer contributions (assets) at end of year2012-12-31$1,334,059
Employer contributions (assets) at beginning of year2012-12-31$371,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,238,429
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,318
Total income from all sources (including contributions)2011-12-31$1,730,603
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,476,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,402,544
Value of total corrective distributions2011-12-31$24,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,694,987
Value of total assets at end of year2011-12-31$23,410,808
Value of total assets at beginning of year2011-12-31$23,177,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,121
Total interest from all sources2011-12-31$28,870
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$269,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$269,801
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,285,664
Participant contributions at end of year2011-12-31$600,807
Participant contributions at beginning of year2011-12-31$526,930
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$37,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,318
Other income not declared elsewhere2011-12-31$47,771
Administrative expenses (other) incurred2011-12-31$49,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$254,458
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,410,808
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,156,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,439,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,494,659
Interest on participant loans2011-12-31$28,870
Value of interest in common/collective trusts at end of year2011-12-31$3,999,187
Value of interest in common/collective trusts at beginning of year2011-12-31$3,829,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-398,437
Net investment gain or loss from common/collective trusts2011-12-31$87,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$371,788
Employer contributions (assets) at end of year2011-12-31$371,788
Employer contributions (assets) at beginning of year2011-12-31$326,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,402,544
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,421
Total income from all sources (including contributions)2010-12-31$4,508,751
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$593,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$571,486
Value of total corrective distributions2010-12-31$21,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,635,459
Value of total assets at end of year2010-12-31$23,177,668
Value of total assets at beginning of year2010-12-31$19,257,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,125
Total interest from all sources2010-12-31$27,370
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$289,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$289,609
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,203,672
Participant contributions at end of year2010-12-31$526,930
Participant contributions at beginning of year2010-12-31$443,858
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$105,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$16,421
Administrative expenses (other) incurred2010-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,914,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,156,350
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,241,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,494,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,720,162
Interest on participant loans2010-12-31$27,370
Value of interest in common/collective trusts at end of year2010-12-31$3,829,292
Value of interest in common/collective trusts at beginning of year2010-12-31$3,821,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,392,932
Net investment gain or loss from common/collective trusts2010-12-31$163,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$326,787
Employer contributions (assets) at end of year2010-12-31$326,787
Employer contributions (assets) at beginning of year2010-12-31$272,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$571,486
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131
2009 : AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

2022: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF114658
Policy instance 1
Insurance contract or identification numberWF114658
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF114658
Policy instance 1
Insurance contract or identification numberWF114658
Number of Individuals Covered715
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF114658
Policy instance 1
Insurance contract or identification numberWF114658
Number of Individuals Covered639
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF114658
Policy instance 1
Insurance contract or identification numberWF114658
Number of Individuals Covered573
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF114658
Policy instance 1
Insurance contract or identification numberWF114658
Number of Individuals Covered551
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VARIABLE ANNUITY

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