Tp Orthodontics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tp Orthodontics, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tp Orthodontics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tp Orthodontics, Inc. under EIN 35-0981266 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $11,331,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tp Orthodontics, Inc.
EIN
35-0981266
Plan number
001
Plan type
2
Location
Laporte, IN
Latest filing year
2023
Participants
170
End-of-year plan assets
$11,331,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250324143904NAL0012904353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,331,648
Total liabilities (EOY)
$0
Net assets (EOY)
$11,331,648
Net assets (BOY)
$11,077,641

Income & contributions

Employer contributions
$70,822
Participant contributions
$308,610
Total contributions
$470,101
Total income / additions
$1,996,895

Expenses & distributions

Benefits paid
$1,722,805
Administrative expenses
$15,722
Total expenses
$1,742,888
Net increase / (decrease)
$254,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,401not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,321$02023

Related Form 5500 pages