Orthodontic Associates of Collegeville, P.C.

Form 5500

ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C.

2081 E. High Street, Suite 200, Sanatoga, Pa 19464 (215) 793-4300 EIN:84-1985503 Plan Admin:Adam J. Weiss, D.M.D.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 25 Assets BOY/EOY$2,824,750 / $3,509,354	2023	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN - Plan #001	26 / 25	$2,824,750 / $3,509,354
2023	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,563,339 / $3,070,690	2023	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN - Plan #002	23 / 23	$2,563,339 / $3,070,690
2022	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$3,173,076 / $2,824,750	2022	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN - Plan #001	25 / 26	$3,173,076 / $2,824,750
2022	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY21 / 23 Assets BOY/EOY$3,051,416 / $2,563,339	2022	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN - Plan #002	21 / 23	$3,051,416 / $2,563,339
2021	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$2,698,916 / $3,173,076	2021	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN - Plan #001	23 / 24	$2,698,916 / $3,173,076
2021	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY20 / 21 Assets BOY/EOY$2,867,048 / $3,051,416	2021	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN - Plan #002	20 / 21	$2,867,048 / $3,051,416
2020	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY23 / 20 Assets BOY/EOY$2,572,719 / $2,867,048	2020	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN - Plan #002	23 / 20	$2,572,719 / $2,867,048
2020	Plan NameORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 22 Assets BOY/EOY$2,239,508 / $2,698,916	2020	ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN - Plan #001	24 / 22	$2,239,508 / $2,698,916