Original filing (PDF)20250319043052NAL0004668753001

ORTHODONTICS UNLIMITED, INC.

Name: ORTHODONTICS UNLIMITED, INC. — ORTHODONTICS UNLIMITED, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ORTHODONTICS UNLIMITED, INC.

Form 5500-SF

FILING_RECEIVED

ORTHODONTICS UNLIMITED, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ORTHODONTICS UNLIMITED, INC..

Plan sponsor

Name

ORTHODONTICS UNLIMITED, INC.

EIN

23-1879448

Address

525 WYOMING AVENUE · KINGSTON, PA · 18704

Phone

(570) 842-0346

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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