401k Plan data: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN plan

ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN
Plan identification number	002

ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: ORTHODONTIC SPECIALISTS

Employer identification number (EIN): 223677864

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 KENNETH MURPHY 2021-02-12
002 2018-01-01 KENNETH MURPHY 2019-06-07
002 2017-01-01 KENNETH MURPHY 2018-05-17
002 2016-01-01 KENNETH MURPHY 2017-05-02
002 2015-01-01 KENNETH MURPHY 2016-06-13
002 2014-01-01 KENNETH MURPHY 2015-04-28
002 2013-01-01 KENNETH MURPHY
002 2012-01-01 KENNETH MURPHY
002 2011-01-01 KENNETH MURPHY
002 2009-01-01 KENNETH MURPHY KENNETH MURPHY 2010-04-27
002 2009-01-01 KENNETH MURPHY KENNETH MURPHY 2010-04-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	KENNETH MURPHY	2021-02-12
002	2018-01-01	KENNETH MURPHY	2019-06-07
002	2017-01-01	KENNETH MURPHY	2018-05-17
002	2016-01-01	KENNETH MURPHY	2017-05-02
002	2015-01-01	KENNETH MURPHY	2016-06-13
002	2014-01-01	KENNETH MURPHY	2015-04-28
002	2013-01-01	KENNETH MURPHY
002	2012-01-01	KENNETH MURPHY
002	2011-01-01	KENNETH MURPHY
002	2009-01-01	KENNETH MURPHY		KENNETH MURPHY	2010-04-27
002	2009-01-01	KENNETH MURPHY		KENNETH MURPHY	2010-04-27

Plan Statistics for ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,379,280
Acturial value of plan assets 2018-12-31 1,379,280
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,929,276
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 1,929,413
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 1,929,413
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 2018-12-31 179,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 179,609
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 2018-12-31 142,442
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 2018-12-31 146,279
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 2018-12-31 167,919
Net shortfall amortization installment of oustanding balance 2018-12-31 550,133
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 257,728
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 2018-12-31 257,728
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 146,279
Unpaid minimum required contributions for current year 2018-12-31 111,449
Unpaid minimum required contributions for all years 2018-12-31 111,449
2017: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,685,399
Acturial value of plan assets 2017-12-31 1,685,399
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,564,105
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,564,105
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,564,105
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 2017-12-31 221,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 221,610
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 2017-12-31 260,000
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 2017-12-31 265,468
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 2017-12-31 207,153
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 85,859
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 85,859
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 265,468
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,341,436
Acturial value of plan assets 2016-12-31 1,341,436
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,357,588
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,357,588
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,357,588
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 14,394
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 14,394
Present value of excess contributions 2016-12-31 172,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 172,704
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 11,966
Total employer contributions 2016-12-31 230,000
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 2016-12-31 235,866
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 28,730
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 14,256
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 14,256
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 235,866
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
2012: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6

Measure	Date	Value
2018: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,379,280
Acturial value of plan assets	2018-12-31	1,379,280
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,929,276
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	1,929,413
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	1,929,413
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	179,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	179,609
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	142,442
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	146,279
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	167,919
Net shortfall amortization installment of oustanding balance	2018-12-31	550,133
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	257,728
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	257,728
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	146,279
Unpaid minimum required contributions for current year	2018-12-31	111,449
Unpaid minimum required contributions for all years	2018-12-31	111,449
2017: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,685,399
Acturial value of plan assets	2017-12-31	1,685,399
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,564,105
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,564,105
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,564,105
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	221,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	221,610
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	260,000
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	265,468
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	207,153
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	85,859
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	85,859
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	265,468
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,341,436
Acturial value of plan assets	2016-12-31	1,341,436
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,357,588
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,357,588
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,357,588
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	14,394
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	14,394
Present value of excess contributions	2016-12-31	172,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	172,704
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	11,966
Total employer contributions	2016-12-31	230,000
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	235,866
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	28,730
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	14,256
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	14,256
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	235,866
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
2012: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6

Financial Data on ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$235,498
Total plan assets at end of year	2013-12-31	$979,594
Total plan assets at beginning of year	2013-12-31	$744,096
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$10,498
Net income (gross income less expenses)	2013-12-31	$235,498
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$979,594
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$744,096
Total contributions received or receivable from employer(s)	2013-12-31	$225,000
2012 : ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$169,199
Expenses. Total of all expenses incurred	2012-12-31	$864
Benefits paid (including direct rollovers)	2012-12-31	$864
Total plan assets at end of year	2012-12-31	$744,096
Total plan assets at beginning of year	2012-12-31	$575,761
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$67
Net income (gross income less expenses)	2012-12-31	$168,335
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$744,096
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$575,761
Total contributions received or receivable from employer(s)	2012-12-31	$169,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$170,884
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$575,761
Total plan assets at beginning of year	2011-12-31	$404,877
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$51
Net income (gross income less expenses)	2011-12-31	$170,884
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$575,761
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$404,877
Total contributions received or receivable from employer(s)	2011-12-31	$170,833
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$170,864
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$404,877
Total plan assets at beginning of year	2010-12-31	$234,013
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$32
Net income (gross income less expenses)	2010-12-31	$170,864
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$404,877
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$234,013
Total contributions received or receivable from employer(s)	2010-12-31	$170,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

2013: ORTHODONTIC SPECIALISTS DEFINED BENEFIT 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: ORTHODONTIC SPECIALISTS DEFINED BENEFIT 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: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2009: ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHODONTIC SPECIALISTS
Employer identification number (EIN):	223677864
NAIC Classification:	621210
NAIC Description:	Offices of Dentists