401k Plan data: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN plan

NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	001

NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A.

Employer identification number (EIN): 640516173

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-03-01 JOHN KEVIN HOLMAN 2024-08-05
001 2022-03-01 JOHN KEVIN HOLMAN 2023-12-04
001 2021-03-01 JOHN KEVIN HOLMAN 2022-09-26
001 2020-03-01 J KEVIN HOLMAN 2021-06-01
001 2019-03-01 JOHN KEVIN HOLMAN 2020-07-28
001 2018-03-01 DANNY DICKEY
001 2017-03-01 DANNY DICKEY
001 2016-03-01
001 2015-03-01 DANNY DICKEY DANNY DICKEY 2016-08-10
001 2014-03-01 DANNY DICKEY
001 2013-03-01 DANNY DICKEY
001 2012-03-01 DANNY DICKEY
001 2011-03-01 DANNY DICKEY
001 2010-03-01 DANNY DICKEY
001 2009-03-01 DANNY DICKEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-03-01	JOHN KEVIN HOLMAN	2024-08-05
001	2022-03-01	JOHN KEVIN HOLMAN	2023-12-04
001	2021-03-01	JOHN KEVIN HOLMAN	2022-09-26
001	2020-03-01	J KEVIN HOLMAN	2021-06-01
001	2019-03-01	JOHN KEVIN HOLMAN	2020-07-28
001	2018-03-01	DANNY DICKEY
001	2017-03-01	DANNY DICKEY
001	2016-03-01
001	2015-03-01	DANNY DICKEY		DANNY DICKEY	2016-08-10
001	2014-03-01	DANNY DICKEY
001	2013-03-01	DANNY DICKEY
001	2012-03-01	DANNY DICKEY
001	2011-03-01	DANNY DICKEY
001	2010-03-01	DANNY DICKEY
001	2009-03-01	DANNY DICKEY

Plan Statistics for NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2023: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-03-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-03-01 8
Number of other retired or separated participants entitled to future benefits 2023-03-01 1
Total of all active and inactive participants 2023-03-01 9
Total participants 2023-03-01 9
Number of participants with account balances 2023-03-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-03-01 0
2022: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 8
Number of retired or separated participants receiving benefits 2022-03-01 0
Number of other retired or separated participants entitled to future benefits 2022-03-01 0
Total of all active and inactive participants 2022-03-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 8
Number of participants with account balances 2022-03-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 2
2021: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 9
Number of retired or separated participants receiving benefits 2021-03-01 0
Number of other retired or separated participants entitled to future benefits 2021-03-01 1
Total of all active and inactive participants 2021-03-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 10
Number of participants with account balances 2021-03-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 1
2020: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 9
Number of retired or separated participants receiving benefits 2020-03-01 0
Number of other retired or separated participants entitled to future benefits 2020-03-01 0
Total of all active and inactive participants 2020-03-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 0
Total participants 2020-03-01 9
Number of participants with account balances 2020-03-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
2019: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 11
Number of retired or separated participants receiving benefits 2019-03-01 0
Number of other retired or separated participants entitled to future benefits 2019-03-01 1
Total of all active and inactive participants 2019-03-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 0
Total participants 2019-03-01 12
Number of participants with account balances 2019-03-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 1
2018: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 10
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 2
Total of all active and inactive participants 2018-03-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 12
Number of participants with account balances 2018-03-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 15
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 2
Total of all active and inactive participants 2017-03-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 17
Number of participants with account balances 2017-03-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 1
2016: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 15
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 0
Total of all active and inactive participants 2016-03-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 15
Number of participants with account balances 2016-03-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 13
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 0
Total of all active and inactive participants 2015-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 13
Number of participants with account balances 2015-03-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 13
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 13
Number of participants with account balances 2014-03-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 11
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 1
Total of all active and inactive participants 2013-03-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 12
Number of participants with account balances 2013-03-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 12
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 1
Total of all active and inactive participants 2012-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 13
Number of participants with account balances 2012-03-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 1
2011: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 10
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 3
Total of all active and inactive participants 2011-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 13
Number of participants with account balances 2011-03-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 1
2010: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 11
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 2
Total of all active and inactive participants 2010-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 13
Number of participants with account balances 2010-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 11
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 2
Total of all active and inactive participants 2009-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 13
Number of participants with account balances 2009-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 1

Measure	Date	Value
2023: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-03-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-03-01	8
Number of other retired or separated participants entitled to future benefits	2023-03-01	1
Total of all active and inactive participants	2023-03-01	9
Total participants	2023-03-01	9
Number of participants with account balances	2023-03-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-03-01	0
2022: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	8
Number of retired or separated participants receiving benefits	2022-03-01	0
Number of other retired or separated participants entitled to future benefits	2022-03-01	0
Total of all active and inactive participants	2022-03-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	8
Number of participants with account balances	2022-03-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	2
2021: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	9
Number of retired or separated participants receiving benefits	2021-03-01	0
Number of other retired or separated participants entitled to future benefits	2021-03-01	1
Total of all active and inactive participants	2021-03-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	10
Number of participants with account balances	2021-03-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	1
2020: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	9
Number of retired or separated participants receiving benefits	2020-03-01	0
Number of other retired or separated participants entitled to future benefits	2020-03-01	0
Total of all active and inactive participants	2020-03-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	0
Total participants	2020-03-01	9
Number of participants with account balances	2020-03-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
2019: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	11
Number of retired or separated participants receiving benefits	2019-03-01	0
Number of other retired or separated participants entitled to future benefits	2019-03-01	1
Total of all active and inactive participants	2019-03-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	0
Total participants	2019-03-01	12
Number of participants with account balances	2019-03-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	1
2018: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	10
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	2
Total of all active and inactive participants	2018-03-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	12
Number of participants with account balances	2018-03-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	15
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	2
Total of all active and inactive participants	2017-03-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	17
Number of participants with account balances	2017-03-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	1
2016: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	15
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	0
Total of all active and inactive participants	2016-03-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	15
Number of participants with account balances	2016-03-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	13
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	0
Total of all active and inactive participants	2015-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	13
Number of participants with account balances	2015-03-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	13
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	13
Number of participants with account balances	2014-03-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	11
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	1
Total of all active and inactive participants	2013-03-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	12
Number of participants with account balances	2013-03-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	12
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	1
Total of all active and inactive participants	2012-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	13
Number of participants with account balances	2012-03-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	1
2011: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	10
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	3
Total of all active and inactive participants	2011-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	13
Number of participants with account balances	2011-03-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	1
2010: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	11
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	2
Total of all active and inactive participants	2010-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	13
Number of participants with account balances	2010-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	11
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	2
Total of all active and inactive participants	2009-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	13
Number of participants with account balances	2009-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	1

Financial Data on NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2024 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources	2024-02-29	$395,961
Expenses. Total of all expenses incurred	2024-02-29	$0
Total plan assets at end of year	2024-02-29	$2,619,194
Total plan assets at beginning of year	2024-02-29	$2,223,233
Value of fidelity bond covering the plan	2024-02-29	$500,000
Noncash contributions received	2024-02-29	$395,961
Net income (gross income less expenses)	2024-02-29	$395,961
Net plan assets at end of year (total assets less liabilities)	2024-02-29	$2,619,194
Net plan assets at beginning of year (total assets less liabilities)	2024-02-29	$2,223,233
2023 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-02-28	$-151,959
Expenses. Total of all expenses incurred	2023-02-28	$3,220
Benefits paid (including direct rollovers)	2023-02-28	$3,220
Total plan assets at end of year	2023-02-28	$2,223,233
Total plan assets at beginning of year	2023-02-28	$2,378,412
Value of fidelity bond covering the plan	2023-02-28	$500,000
Other income received	2023-02-28	$-151,959
Net income (gross income less expenses)	2023-02-28	$-155,179
Net plan assets at end of year (total assets less liabilities)	2023-02-28	$2,223,233
Net plan assets at beginning of year (total assets less liabilities)	2023-02-28	$2,378,412
2022 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-02-28	$180,046
Expenses. Total of all expenses incurred	2022-02-28	$0
Total plan assets at end of year	2022-02-28	$2,378,412
Total plan assets at beginning of year	2022-02-28	$2,198,366
Value of fidelity bond covering the plan	2022-02-28	$500,000
Other income received	2022-02-28	$147,046
Net income (gross income less expenses)	2022-02-28	$180,046
Net plan assets at end of year (total assets less liabilities)	2022-02-28	$2,378,412
Net plan assets at beginning of year (total assets less liabilities)	2022-02-28	$2,198,366
Total contributions received or receivable from employer(s)	2022-02-28	$33,000
2021 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-02-28	$326,415
Expenses. Total of all expenses incurred	2021-02-28	$3,276
Benefits paid (including direct rollovers)	2021-02-28	$3,276
Total plan assets at end of year	2021-02-28	$2,198,366
Total plan assets at beginning of year	2021-02-28	$1,875,227
Value of fidelity bond covering the plan	2021-02-28	$500,000
Other income received	2021-02-28	$259,970
Net income (gross income less expenses)	2021-02-28	$323,139
Net plan assets at end of year (total assets less liabilities)	2021-02-28	$2,198,366
Net plan assets at beginning of year (total assets less liabilities)	2021-02-28	$1,875,227
Total contributions received or receivable from employer(s)	2021-02-28	$66,445
2020 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-02-29	$667,997
Expenses. Total of all expenses incurred	2020-02-29	$6,690,721
Benefits paid (including direct rollovers)	2020-02-29	$6,690,721
Total plan assets at end of year	2020-02-29	$1,875,227
Total plan assets at beginning of year	2020-02-29	$7,897,951
Value of fidelity bond covering the plan	2020-02-29	$500,000
Other income received	2020-02-29	$599,804
Net income (gross income less expenses)	2020-02-29	$-6,022,724
Net plan assets at end of year (total assets less liabilities)	2020-02-29	$1,875,227
Net plan assets at beginning of year (total assets less liabilities)	2020-02-29	$7,897,951
Assets. Value of participant loans	2020-02-29	$1,572
Total contributions received or receivable from employer(s)	2020-02-29	$68,193
2019 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-02-28	$832,798
Expenses. Total of all expenses incurred	2019-02-28	$55,336
Benefits paid (including direct rollovers)	2019-02-28	$53,825
Total plan assets at end of year	2019-02-28	$7,897,951
Total plan assets at beginning of year	2019-02-28	$7,120,489
Value of fidelity bond covering the plan	2019-02-28	$500,000
Other income received	2019-02-28	$763,629
Net income (gross income less expenses)	2019-02-28	$777,462
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$7,897,951
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$7,120,489
Total contributions received or receivable from employer(s)	2019-02-28	$69,169
Value of certain deemed distributions of participant loans	2019-02-28	$1,511
2018 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-02-28	$524,234
Expenses. Total of all expenses incurred	2018-02-28	$0
Total plan assets at end of year	2018-02-28	$7,120,489
Total plan assets at beginning of year	2018-02-28	$6,596,255
Value of fidelity bond covering the plan	2018-02-28	$500,000
Other income received	2018-02-28	$524,234
Net income (gross income less expenses)	2018-02-28	$524,234
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$7,120,489
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$6,596,255
Assets. Value of participant loans	2018-02-28	$1,946
2017 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-02-28	$0
Total income from all sources	2017-02-28	$961,993
Expenses. Total of all expenses incurred	2017-02-28	$62
Benefits paid (including direct rollovers)	2017-02-28	$62
Total plan assets at end of year	2017-02-28	$6,596,255
Total plan assets at beginning of year	2017-02-28	$5,634,324
Value of fidelity bond covering the plan	2017-02-28	$500,000
Total contributions received or receivable from participants	2017-02-28	$0
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$0
Other income received	2017-02-28	$933,493
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$961,931
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$6,596,255
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$5,634,324
Assets. Value of participant loans	2017-02-28	$2,628
Total contributions received or receivable from employer(s)	2017-02-28	$28,500
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$0
2016 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-02-29	$12,695
Expenses. Total of all expenses incurred	2016-02-29	$0
Total plan assets at end of year	2016-02-29	$5,634,324
Total plan assets at beginning of year	2016-02-29	$5,621,629
Value of fidelity bond covering the plan	2016-02-29	$500,000
Other income received	2016-02-29	$12,695
Net income (gross income less expenses)	2016-02-29	$12,695
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$5,634,324
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$5,621,629
Assets. Value of participant loans	2016-02-29	$3,306
2015 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-02-28	$517,710
Expenses. Total of all expenses incurred	2015-02-28	$17,767
Benefits paid (including direct rollovers)	2015-02-28	$17,767
Total plan assets at end of year	2015-02-28	$5,621,629
Total plan assets at beginning of year	2015-02-28	$5,121,686
Value of fidelity bond covering the plan	2015-02-28	$500,000
Other income received	2015-02-28	$517,710
Net income (gross income less expenses)	2015-02-28	$499,943
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$5,621,629
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$5,121,686
2014 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-02-28	$634,012
Expenses. Total of all expenses incurred	2014-02-28	$90,344
Benefits paid (including direct rollovers)	2014-02-28	$90,344
Total plan assets at end of year	2014-02-28	$5,121,686
Total plan assets at beginning of year	2014-02-28	$4,578,018
Value of fidelity bond covering the plan	2014-02-28	$625,000
Other income received	2014-02-28	$634,012
Net income (gross income less expenses)	2014-02-28	$543,668
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$5,121,686
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$4,578,018
2013 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-02-28	$424,001
Expenses. Total of all expenses incurred	2013-02-28	$255
Benefits paid (including direct rollovers)	2013-02-28	$255
Total plan assets at end of year	2013-02-28	$4,578,018
Total plan assets at beginning of year	2013-02-28	$4,154,272
Value of fidelity bond covering the plan	2013-02-28	$625,000
Other income received	2013-02-28	$424,001
Net income (gross income less expenses)	2013-02-28	$423,746
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$4,578,018
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$4,154,272
2012 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-02-29	$208,487
Expenses. Total of all expenses incurred	2012-02-29	$24,481
Benefits paid (including direct rollovers)	2012-02-29	$24,481
Total plan assets at end of year	2012-02-29	$4,154,272
Total plan assets at beginning of year	2012-02-29	$3,970,266
Value of fidelity bond covering the plan	2012-02-29	$625,000
Other income received	2012-02-29	$208,487
Net income (gross income less expenses)	2012-02-29	$184,006
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$4,154,272
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$3,970,266
2011 : NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-02-28	$506,447
Expenses. Total of all expenses incurred	2011-02-28	$2,563
Benefits paid (including direct rollovers)	2011-02-28	$2,563
Total plan assets at end of year	2011-02-28	$3,970,266
Total plan assets at beginning of year	2011-02-28	$3,466,382
Value of fidelity bond covering the plan	2011-02-28	$625,000
Other income received	2011-02-28	$504,103
Net income (gross income less expenses)	2011-02-28	$503,884
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$3,970,266
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$3,466,382
Total contributions received or receivable from employer(s)	2011-02-28	$2,344

Form 5500 Responses for NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN

2023: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2023 form 5500 responses
2023-03-01	Type of plan entity	Single employer plan
2023-03-01	Submission has been amended	No
2023-03-01	This submission is the final filing	No
2023-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-03-01	Plan is a collectively bargained plan	No
2023-03-01	Plan funding arrangement – Trust	Yes
2023-03-01	Plan benefit arrangement - Trust	Yes
2022: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Submission has been amended	No
2020-03-01	This submission is the final filing	No
2020-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-03-01	Plan is a collectively bargained plan	No
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Submission has been amended	No
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-03-01	Plan is a collectively bargained plan	No
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH MISSISSIPPI ORTHODONTIC ASSOCIATES, P.A.
Employer identification number (EIN):	640516173
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners