Original filing (PDF)20250620085512NAL0003743233001

NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A.

Name: NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A. — NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A..

Plan sponsor

Name

NEW BRAUNFELS ORTHODONTIC ASSOCIATES, P.A.

EIN

20-4003060

Address

230 HUNTERS VILLAGE · NEW BRAUNFELS, TX · 78132

Phone

(830) 237-7268

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LEE ORTHODONTICS, P.A.

LEE ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN

$1.4M · 8 participants

DUANE R. WEENIG DDS, PC

DUANE R. WEENIG DDS, PC PROFIT SHARING PLAN

$1.4M · 8 participants

ATHENS OCONEE DENTISTRY AT THE

ATHENS OCONEE DENTISTRY AT THE EXCHANGE PC 401(K) PLAN

$1.4M · 12 participants

JAMES W. ZIMMERMAN, JR. DDS

JAMES W. ZIMMERMAN, JR. DDS PROFIT SHARING PLAN

$1.4M · 2 participants

ALL IN THE FAMILY DENTAL

ALL IN THE FAMILY DENTAL 401K PROFIT SHARING PLAN