401k Plan data: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN plan

ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN
Plan identification number	003

ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHODONTICS AT DTC, A PROFESSIONAL LLC has sponsored the creation of one or more 401k plans.

Company Name: ORTHODONTICS AT DTC, A PROFESSIONAL LLC

Employer identification number (EIN): 841590330

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 KEVIN THEROUX 2024-09-24
003 2022-01-01 DR. KEVIN L. THEROUX 2023-09-27
003 2021-01-01 DR. KEVIN L. THEROUX 2022-05-23
003 2020-01-01 DR. KEVIN L. THEROUX 2021-05-10
003 2019-01-01 DR. KEVIN L. THEROUX 2020-04-21
003 2018-01-01 DR. KEVIN L. THEROUX 2019-10-08
003 2017-01-01 DR. KEVIN L. THEROUX 2018-08-03
003 2016-01-01 DR. KEVIN L. THEROUX 2017-10-09
003 2015-01-01 DR. KEVIN L. THEROUX 2016-07-06
003 2014-01-01 DR. KEVIN L. THEROUX 2015-08-25
003 2013-01-01 DR. KEVIN L. THEROUX
003 2012-01-01 DR. KEVIN L. THEROUX
003 2011-01-01 DR. KEVIN L. THEROUX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	KEVIN THEROUX	2024-09-24
003	2022-01-01	DR. KEVIN L. THEROUX	2023-09-27
003	2021-01-01	DR. KEVIN L. THEROUX	2022-05-23
003	2020-01-01	DR. KEVIN L. THEROUX	2021-05-10
003	2019-01-01	DR. KEVIN L. THEROUX	2020-04-21
003	2018-01-01	DR. KEVIN L. THEROUX	2019-10-08
003	2017-01-01	DR. KEVIN L. THEROUX	2018-08-03
003	2016-01-01	DR. KEVIN L. THEROUX	2017-10-09
003	2015-01-01	DR. KEVIN L. THEROUX	2016-07-06
003	2014-01-01	DR. KEVIN L. THEROUX	2015-08-25
003	2013-01-01	DR. KEVIN L. THEROUX
003	2012-01-01	DR. KEVIN L. THEROUX
003	2011-01-01	DR. KEVIN L. THEROUX

Plan Statistics for ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN

Measure Date Value
2025: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-01-16 17
Total number of particpants at end of year 2025-01-16 0
2024: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-24 20
Total number of particpants at end of year 2024-09-24 17
2022: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,369,911
Acturial value of plan assets 2022-12-31 1,369,911
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 4,513
Active participant vested funding target 2022-12-31 1,649,681
Number of active participants 2022-12-31 15
Total funding liabilities for active participants 2022-12-31 1,649,681
Total participant count 2022-12-31 17
Total funding target for all participants 2022-12-31 1,654,194
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 58,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 58,131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 568,944
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 554,885
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 250,331
Net shortfall amortization installment of oustanding balance 2022-12-31 284,283
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 276,602
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 276,602
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 554,885
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,390,077
Acturial value of plan assets 2021-12-31 1,390,077
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 16,499
Active participant vested funding target 2021-12-31 1,315,923
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 1,315,923
Total participant count 2021-12-31 25
Total funding target for all participants 2021-12-31 1,332,422
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 30,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 30,723
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 236,985
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 234,192
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 233,716
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 176,061
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 176,061
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 234,192
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,311,950
Acturial value of plan assets 2020-12-31 1,311,950
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 11
Fundng target for terminated vested participants 2020-12-31 15,916
Active participant vested funding target 2020-12-31 1,162,004
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 1,162,519
Total participant count 2020-12-31 27
Total funding target for all participants 2020-12-31 1,178,435
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 36,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 36,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 30,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 30,723
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 112,813
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 30,723
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,125,631
Acturial value of plan assets 2019-12-31 1,125,631
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 10,993
Active participant vested funding target 2019-12-31 978,337
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 978,337
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 989,330
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 63,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 63,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 36,002
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 36,942
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 113,185
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 36,942
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 867,384
Acturial value of plan assets 2018-12-31 867,384
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 10,060
Active participant vested funding target 2018-12-31 808,855
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 808,855
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 818,915
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 136,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 136,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 121,321
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 119,524
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 104,971
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 56,502
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 56,502
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 119,524
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 744,225
Acturial value of plan assets 2017-12-31 744,225
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,256
Active participant vested funding target 2017-12-31 654,151
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 654,151
Total participant count 2017-12-31 22
Total funding target for all participants 2017-12-31 655,407
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 66,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 66,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 150,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 148,650
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 101,190
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 12,372
Additional cash requirement 2017-12-31 12,372
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 148,650
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 615,953
Acturial value of plan assets 2016-12-31 615,953
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 648
Active participant vested funding target 2016-12-31 505,757
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 505,757
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 506,405
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 67,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 67,705
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 65,177
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 66,222
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 92,523
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 66,222
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 15
Total participants 2013-01-01 15
2012: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Total of all active and inactive participants 2012-01-01 14
Total participants 2012-01-01 14
2011: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2025: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-01-16	17
Total number of particpants at end of year	2025-01-16	0
2024: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-24	20
Total number of particpants at end of year	2024-09-24	17
2022: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,369,911
Acturial value of plan assets	2022-12-31	1,369,911
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	4,513
Active participant vested funding target	2022-12-31	1,649,681
Number of active participants	2022-12-31	15
Total funding liabilities for active participants	2022-12-31	1,649,681
Total participant count	2022-12-31	17
Total funding target for all participants	2022-12-31	1,654,194
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	58,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	58,131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	568,944
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	554,885
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	250,331
Net shortfall amortization installment of oustanding balance	2022-12-31	284,283
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	276,602
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	276,602
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	554,885
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,390,077
Acturial value of plan assets	2021-12-31	1,390,077
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	16,499
Active participant vested funding target	2021-12-31	1,315,923
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	1,315,923
Total participant count	2021-12-31	25
Total funding target for all participants	2021-12-31	1,332,422
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	30,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	30,723
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	236,985
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	234,192
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	233,716
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	176,061
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	176,061
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	234,192
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,311,950
Acturial value of plan assets	2020-12-31	1,311,950
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	11
Fundng target for terminated vested participants	2020-12-31	15,916
Active participant vested funding target	2020-12-31	1,162,004
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	1,162,519
Total participant count	2020-12-31	27
Total funding target for all participants	2020-12-31	1,178,435
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	36,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	36,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	30,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	30,723
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	112,813
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	30,723
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,125,631
Acturial value of plan assets	2019-12-31	1,125,631
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	10,993
Active participant vested funding target	2019-12-31	978,337
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	978,337
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	989,330
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	63,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	63,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	36,002
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	36,942
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	113,185
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	36,942
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	867,384
Acturial value of plan assets	2018-12-31	867,384
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	10,060
Active participant vested funding target	2018-12-31	808,855
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	808,855
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	818,915
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	136,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	136,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	121,321
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	119,524
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	104,971
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	56,502
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	56,502
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	119,524
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	744,225
Acturial value of plan assets	2017-12-31	744,225
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,256
Active participant vested funding target	2017-12-31	654,151
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	654,151
Total participant count	2017-12-31	22
Total funding target for all participants	2017-12-31	655,407
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	66,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	66,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	150,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	148,650
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	101,190
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	12,372
Additional cash requirement	2017-12-31	12,372
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	148,650
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	615,953
Acturial value of plan assets	2016-12-31	615,953
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	648
Active participant vested funding target	2016-12-31	505,757
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	505,757
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	506,405
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	67,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	67,705
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	65,177
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	66,222
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	92,523
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	66,222
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	15
Total participants	2013-01-01	15
2012: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Total of all active and inactive participants	2012-01-01	14
Total participants	2012-01-01	14
2011: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-01-16	0
Total liabilities as of the end of the plan year	2025-01-16	0
Total liabilities as of the beginning of the plan year	2025-01-16	0
Total expenses incurred by plan in this plan year	2025-01-16	2027212
Net assets as of the end of the plan year	2025-01-16	0
Total assets as of the beginning of the plan year	2025-01-16	2024540
Value of plan covered by a fidelity bond	2025-01-16	275000
Participant contributions to plan in this plan year	2025-01-16	0
Other expenses paid from plan in this plan year	2025-01-16	135
Other contributions to plan in this plan year	2025-01-16	0
Other income to plan in this plan year	2025-01-16	2672
Plan net income in this plan year	2025-01-16	-2024540
Net assets as of the end of the plan year	2025-01-16	0
Net assets as of the beginning of the plan year	2025-01-16	2024540
Employer contributions to plan in this plan year	2025-01-16	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-01-16	525
2024 : ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-24	0
Total liabilities as of the beginning of the plan year	2024-09-24	0
Total expenses incurred by plan in this plan year	2024-09-24	1180
Net assets as of the end of the plan year	2024-09-24	2024540
Total assets as of the beginning of the plan year	2024-09-24	1939051
Value of plan covered by a fidelity bond	2024-09-24	275000
Participant contributions to plan in this plan year	2024-09-24	0
Other expenses paid from plan in this plan year	2024-09-24	1180
Other contributions to plan in this plan year	2024-09-24	0
Other income to plan in this plan year	2024-09-24	86669
Plan net income in this plan year	2024-09-24	85489
Net assets as of the end of the plan year	2024-09-24	2024540
Net assets as of the beginning of the plan year	2024-09-24	1939051
Employer contributions to plan in this plan year	2024-09-24	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-24	0
2013 : ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$211,640
Total plan assets at end of year	2013-12-31	$418,362
Total plan assets at beginning of year	2013-12-31	$206,722
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$11,640
Net income (gross income less expenses)	2013-12-31	$211,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$418,362
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$206,722
Total contributions received or receivable from employer(s)	2013-12-31	$200,000
2012 : ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$107,501
Total plan assets at end of year	2012-12-31	$206,722
Total plan assets at beginning of year	2012-12-31	$99,221
Other income received	2012-12-31	$15,501
Net income (gross income less expenses)	2012-12-31	$107,501
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$206,722
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$99,221
Total contributions received or receivable from employer(s)	2012-12-31	$92,000
2011 : ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$99,221
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$99,221
Total plan assets at beginning of year	2011-12-31	$0
Other income received	2011-12-31	$33
Net income (gross income less expenses)	2011-12-31	$99,221
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$99,221
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$99,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN

2013: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHODONTICS AT DTC, A PROFESSIONAL LLC CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHODONTICS AT DTC, A PROFESSIONAL LLC
Employer identification number (EIN):	841590330
NAIC Classification:	621210
NAIC Description:	Offices of Dentists