PAI ORTHODONTICS PLLC CASH BALANCE PLAN

[ EIN: 45-4242361 | Plan No. 002 ]

Form 5500 records indicate that PAI ORTHODONTICS PLLC CASH BALANCE PLAN is a Defined Benefit plan sponsored by PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS. The plan is classified as a Small Plan with 13 participants and assets totaling $887,668 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS

Location: 667 STONELEIGH AVE. STE 207, CARMEL, NY 10512

EIN: 454242361

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 13

Total Assets: $887,668

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