Bountiful Orthodontics, P.C.

Form 5500

BOUNTIFUL ORTHODONTICS, P.C.

1512 Renaissance Towne Drive #201, Bountiful, Ut 84010 (801) 295-3467 EIN:20-3159963 Plan Admin:Healthequity Retirement Services, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameRETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. Plan #003 Participants BOY/EOY23 / 23 Assets BOY/EOY$1,013,476 / $954,638	2022	RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. - Plan #003	23 / 23	$1,013,476 / $954,638
2022	Plan NameBOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY20 / 23 Assets BOY/EOY$672,400 / $674,433	2022	BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	20 / 23	$672,400 / $674,433
2021	Plan NameRETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. Plan #003 Participants BOY/EOY22 / 20 Assets BOY/EOY$804,291 / $1,013,476	2021	RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. - Plan #003	22 / 20	$804,291 / $1,013,476
2021	Plan NameBOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY20 / 20 Assets BOY/EOY$512,743 / $672,400	2021	BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	20 / 20	$512,743 / $672,400
2020	Plan NameRETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. Plan #003 Participants BOY/EOY14 / 14 Assets BOY/EOY$651,200 / $804,291	2020	RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. - Plan #003	14 / 14	$651,200 / $804,291
2020	Plan NameBOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 13 Assets BOY/EOY$365,576 / $512,743	2020	BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	11 / 13	$365,576 / $512,743
2019	Plan NameRETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. Plan #003 Participants BOY/EOY15 / 13 Assets BOY/EOY$468,389 / $651,200	2019	RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. - Plan #003	15 / 13	$468,389 / $651,200
2019	Plan NameBOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$195,566 / $365,576	2019	BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN - Plan #002	12 / 11	$195,566 / $365,576