Rouleau Orthodontics Dental Practice

Form 5500

ROULEAU ORTHODONTICS DENTAL PRACTICE

1020 Runnymead Court, Los Altos, Ca 94024 (650) 964-6400 EIN:77-0101812 Plan Admin:Bert D. Rouleau, D.M.D., M.S.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$7,478,840 / $8,686,070	2023	ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN - Plan #002	11 / 11	$7,478,840 / $8,686,070
2023	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,034,349 / $2,415,650	2023	ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN - Plan #003	10 / 10	$2,034,349 / $2,415,650
2022	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$8,331,686 / $7,478,840	2022	ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN - Plan #002	9 / 10	$8,331,686 / $7,478,840
2022	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,025,814 / $2,034,349	2022	ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN - Plan #003	9 / 9	$2,025,814 / $2,034,349
2021	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY11 / 9 Assets BOY/EOY$4,455,118 / $8,331,686	2021	ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN - Plan #002	11 / 9	$4,455,118 / $8,331,686
2021	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY10 / 9 Assets BOY/EOY$4,651,592 / $2,025,814	2021	ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN - Plan #003	10 / 9	$4,651,592 / $2,025,814
2020	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,158,288 / $4,651,592	2020	ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN - Plan #003	10 / 10	$4,158,288 / $4,651,592
2020	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$3,883,779 / $4,455,118	2020	ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN - Plan #002	10 / 11	$3,883,779 / $4,455,118
2019	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,607,326 / $4,158,288	2019	ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN - Plan #003	10 / 10	$3,607,326 / $4,158,288
2019	Plan NameROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,191,115 / $3,883,779	2019	ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN - Plan #002	10 / 10	$3,191,115 / $3,883,779