Robert C. Sjursen, Jr., P.L.L.C.

Form 5500

ROBERT C. SJURSEN, JR., PLLC

2020 Fieldstone Pkwy, Suite 400, Franklin, Tn 37069 (615) 591-5995 EIN:20-2571338 Plan Admin:Robert Sjursen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHILLSBORO ORTHODONTICS 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$3,163,998 / $3,713,329	2023	HILLSBORO ORTHODONTICS 401(K) PLAN - Plan #001	10 / 9	$3,163,998 / $3,713,329
2023	Plan NameHILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,037,285 / $2,958,838	2023	HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN - Plan #002	9 / 9	$2,037,285 / $2,958,838
2022	Plan NameHILLSBORO ORTHODONTICS 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,559,369 / $3,163,998	2022	HILLSBORO ORTHODONTICS 401K PLAN - Plan #001	9 / 9	$3,559,369 / $3,163,998
2022	Plan NameHILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,039,804 / $2,037,285	2022	HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN - Plan #002	9 / 9	$2,039,804 / $2,037,285
2021	Plan NameHILLSBORO ORTHODONTICS 401K PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$3,256,294 / $3,559,369	2021	HILLSBORO ORTHODONTICS 401K PLAN - Plan #001	10 / 9	$3,256,294 / $3,559,369
2021	Plan NameHILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,705,964 / $2,039,804	2021	HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN - Plan #002	9 / 11	$1,705,964 / $2,039,804
2020	Plan NameHILLSBORO ORTHODONTICS 401K PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$2,764,794 / $3,256,294	2020	HILLSBORO ORTHODONTICS 401K PLAN - Plan #001	10 / 9	$2,764,794 / $3,256,294
2020	Plan NameHILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,350,746 / $1,705,964	2020	HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN - Plan #002	8 / 6	$1,350,746 / $1,705,964
2019	Plan NameHILLSBORO ORTHODONTICS 401K PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,209,091 / $2,764,794	2019	HILLSBORO ORTHODONTICS 401K PLAN - Plan #001	10 / 10	$2,209,091 / $2,764,794
2019	Plan NameHILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,022,723 / $1,350,746	2019	HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN - Plan #002	9 / 8	$1,022,723 / $1,350,746