Original filing (PDF)20231213163925NAL0053479074001

BOREN ORTHODONTICS, INC.

Name: BOREN ORTHODONTICS, INC. — BOREN ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2022)
Creator: BOREN ORTHODONTICS, INC.

Form 5500-SF

FILING_RECEIVED

BOREN ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOREN ORTHODONTICS, INC..

Plan sponsor

Name

BOREN ORTHODONTICS, INC.

EIN

75-1324785all filings

Address

4610 N. GARFIELD, SUITE A9 · MIDLAND, TX · 79705

Phone

(432) 682-7789

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-07

Filed

2023-12-13

Pension benefit codes

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

2E · Profit-sharing

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

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

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