P 401(k) Plan Report

Stable plan record

SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST

Sponsored by SMITH & DAVIS ORTHODONTICS, PLLC · EIN/PN 832657625-001

Selected filing history

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

Employer money per active participant
2025
$3,561
Administrative cost per participant
2025
$769
Active participants
2025
21
Total plan assets
2025
$2,885,513
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260327114934NAL000859502700121$3,561
Public filing identifier

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