Mergen Orthodontics, Inc.

Form 5500

MERGEN ORTHODONTICS, INC.

3990 Starry Night Ct. Ne, Solon, Ia 52333 (319) 321-6639 EIN:20-1432438 Plan Admin:Judy Richardson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERGEN ORTHODONTICS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,477,344 / $1,275,637	2022	MERGEN ORTHODONTICS, INC. 401(K) PLAN - Plan #001	7 / 6	$1,477,344 / $1,275,637
2022	Plan NameMERGEN ORTHODONTICS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$731,364 / $687,942	2022	MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN - Plan #002	6 / 6	$731,364 / $687,942
2021	Plan NameMERGEN ORTHODONTICS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,334,083 / $1,477,344	2021	MERGEN ORTHODONTICS, INC. 401(K) PLAN - Plan #001	5 / 6	$1,334,083 / $1,477,344
2021	Plan NameMERGEN ORTHODONTICS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$561,625 / $731,364	2021	MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$561,625 / $731,364
2020	Plan NameMERGEN ORTHODONTICS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$1,202,426 / $1,334,083	2020	MERGEN ORTHODONTICS, INC. 401(K) PLAN - Plan #001	7 / 5	$1,202,426 / $1,334,083
2020	Plan NameMERGEN ORTHODONTICS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$387,082 / $561,625	2020	MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN - Plan #002	6 / 5	$387,082 / $561,625
2019	Plan NameMERGEN ORTHODONTICS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,031,366 / $1,202,426	2019	MERGEN ORTHODONTICS, INC. 401(K) PLAN - Plan #001	9 / 6	$1,031,366 / $1,202,426
2019	Plan NameMERGEN ORTHODONTICS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$245,236 / $387,082	2019	MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$245,236 / $387,082