Dana Orthodontics, PLLC

Form 5500

DANA ORTHODONTICS, PLLC

1815 61st Avenue, Suite 101, Greeley, Co 80634 (970) 353-3747 EIN:68-0600753 Plan Admin:Dana Gamblin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDANA ORTHODONTICS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$2,103,345 / $2,650,300	2023	DANA ORTHODONTICS, PLLC 401(K) PLAN - Plan #001	11 / 13	$2,103,345 / $2,650,300
2022	Plan NameDANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,253,534 / $1,290,680	2022	DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN - Plan #002	9 / 6	$1,253,534 / $1,290,680
2021	Plan NameDANA ORTHODONTICS, PLLC 401K PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,011,071 / $2,492,683	2021	DANA ORTHODONTICS, PLLC 401K PLAN - Plan #001	14 / 13	$2,011,071 / $2,492,683
2021	Plan NameDANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,077,451 / $1,253,534	2021	DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN - Plan #002	8 / 6	$1,077,451 / $1,253,534
2020	Plan NameDANA ORTHODONTICS, PLLC 401K PLAN Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$1,655,194 / $2,011,071	2020	DANA ORTHODONTICS, PLLC 401K PLAN - Plan #001	12 / 15	$1,655,194 / $2,011,071
2020	Plan NameDANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$891,693 / $1,077,451	2020	DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN - Plan #002	10 / 9	$891,693 / $1,077,451
2019	Plan NameDANA ORTHODONTICS, PLLC 401K PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$1,278,746 / $1,655,194	2019	DANA ORTHODONTICS, PLLC 401K PLAN - Plan #001	13 / 11	$1,278,746 / $1,655,194
2019	Plan NameDANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$678,006 / $891,693	2019	DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN - Plan #002	7 / 6	$678,006 / $891,693