Robertson Orthodontics, PLLC

Form 5500

ROBERTSON ORTHODONTICS PLLC

2730 Country Club Road Suite A, Lucas, Tx 75002 (817) 683-2914 EIN:45-4025141 Plan Admin:Michael Robertson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 21 Assets BOY/EOY$804,427 / $1,097,510	2023	ROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN - Plan #001	18 / 21	$804,427 / $1,097,510
2022	Plan NameROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$771,091 / $804,427	2022	ROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN - Plan #001	15 / 17	$771,091 / $804,427
2022	Plan NameROBERTSON ORTHODONTICS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$217,787 / $291,401	2022	ROBERTSON ORTHODONTICS, PLLC CASH BALANCE PLAN - Plan #002	13 / 14	$217,787 / $291,401
2021	Plan NameROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$558,816 / $771,091	2021	ROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 10	$558,816 / $771,091
2021	Plan NameROBERTSON ORTHODONTICS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$109,868 / $217,787	2021	ROBERTSON ORTHODONTICS PLLC CASH BALANCE PLAN - Plan #002	9 / 9	$109,868 / $217,787
2020	Plan NameROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$286,211 / $558,816	2020	ROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$286,211 / $558,816
2020	Plan NameROBERTSON ORTHODONTICS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $109,868	2020	ROBERTSON ORTHODONTICS PLLC CASH BALANCE PLAN - Plan #002	9 / 8	$0 / $109,868
2019	Plan NameROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$152,518 / $286,211	2019	ROBERTSON ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$152,518 / $286,211