P 401(k) Plan Report

Stable plan record

WORTHAM ORTHODONTICS RETIREMENT TRUST

Sponsored by JAMES R. WORTHAM, DMD, MS, PA · EIN/PN 200458805-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$8,962
Administrative cost per participant
2025
$884
Active participants
2025
9
Total plan assets
2025
$2,226,090
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713104810NAL00000570270019$8,962
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.