Connecticut Valley Orthodontics, P.C.

Form 5500

CONNECTICUT VALLEY ORTHODONTICS, P.C.

219 Talcottville Road, Vernon, Ct 06066 (860) 872-8361 EIN:26-2345452 Plan Admin:Adam S. Daniels, D.D.S.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 31 Assets BOY/EOY$1,966,241 / $2,568,920	2023	CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	22 / 31	$1,966,241 / $2,568,920
2023	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY26 / 25 Assets BOY/EOY$928,941 / $1,110,197	2023	CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	26 / 25	$928,941 / $1,110,197
2022	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$2,273,628 / $1,966,241	2022	CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	21 / 22	$2,273,628 / $1,966,241
2022	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY19 / 20 Assets BOY/EOY$794,725 / $928,941	2022	CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	19 / 20	$794,725 / $928,941
2021	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$1,862,867 / $2,273,628	2021	CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	21 / 20	$1,862,867 / $2,273,628
2021	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY17 / 19 Assets BOY/EOY$633,727 / $794,725	2021	CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	17 / 19	$633,727 / $794,725
2020	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,372,206 / $1,862,867	2020	CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 18	$1,372,206 / $1,862,867
2020	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 17 Assets BOY/EOY$504,592 / $633,727	2020	CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	16 / 17	$504,592 / $633,727
2019	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$973,724 / $1,372,206	2019	CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 17	$973,724 / $1,372,206
2019	Plan NameCONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 16 Assets BOY/EOY$353,213 / $504,592	2019	CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	16 / 16	$353,213 / $504,592