401k Plan data: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST plan

SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 401k Plan overview

Plan Name	SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST
Plan identification number	003

SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH JERSEY ORAL & MAXILLOFACIAL SURGEONS LLC PSP AND TRUST has sponsored the creation of one or more 401k plans.

Company Name: SOUTH JERSEY ORAL & MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

Employer identification number (EIN): 223634135

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 AMERIGO FEDELI
003 2016-01-01 AMERIGO FEDELI
003 2015-01-01 AMERIGO FEDELI
003 2014-01-01 AMERIGO FEDELI
003 2013-01-01 AMERIGO FEDELI
003 2012-01-01 AMERIGO FEDELI
003 2011-01-01 EDWARD PLECZYNSKI 2012-10-05
003 2010-01-01 JOSEPH MATISE 2011-08-05

Plan Statistics for SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

401k plan membership statisitcs for SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

Measure Date Value
2023: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

Measure	Date	Value
2023 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$89,028
Expenses. Total of all expenses incurred	2023-12-31	$8,169
Total plan assets at end of year	2023-12-31	$740,673
Total plan assets at beginning of year	2023-12-31	$659,814
Value of fidelity bond covering the plan	2023-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$8,169
Other income received	2023-12-31	$89,028
Net income (gross income less expenses)	2023-12-31	$80,859
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$740,673
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$659,814
Assets. Value of participant loans	2023-12-31	$32,884
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$32,884
2022 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-100,981
Expenses. Total of all expenses incurred	2022-12-31	$7,685
Total plan assets at end of year	2022-12-31	$659,814
Total plan assets at beginning of year	2022-12-31	$768,480
Value of fidelity bond covering the plan	2022-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$7,685
Other income received	2022-12-31	$-100,981
Net income (gross income less expenses)	2022-12-31	$-108,666
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$659,814
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$768,480
Assets. Value of participant loans	2022-12-31	$32,884
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$32,884
2021 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$58,697
Expenses. Total of all expenses incurred	2021-12-31	$8,045
Total plan assets at end of year	2021-12-31	$768,480
Total plan assets at beginning of year	2021-12-31	$717,828
Value of fidelity bond covering the plan	2021-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$8,045
Other income received	2021-12-31	$58,697
Net income (gross income less expenses)	2021-12-31	$50,652
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$768,480
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$717,828
Assets. Value of participant loans	2021-12-31	$32,884
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$32,884
2020 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$74,791
Expenses. Total of all expenses incurred	2020-12-31	$7,240
Total plan assets at end of year	2020-12-31	$717,828
Total plan assets at beginning of year	2020-12-31	$650,277
Value of fidelity bond covering the plan	2020-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$7,240
Other income received	2020-12-31	$74,791
Net income (gross income less expenses)	2020-12-31	$67,551
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$717,828
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$650,277
Assets. Value of participant loans	2020-12-31	$32,884
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$32,884
2019 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$78,872
Total plan assets at end of year	2019-12-31	$650,277
Total plan assets at beginning of year	2019-12-31	$571,405
Value of fidelity bond covering the plan	2019-12-31	$75,000
Other income received	2019-12-31	$78,872
Net income (gross income less expenses)	2019-12-31	$78,872
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$650,277
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$571,405
Assets. Value of participant loans	2019-12-31	$32,884
2018 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-20,542
Expenses. Total of all expenses incurred	2018-12-31	$84,000
Benefits paid (including direct rollovers)	2018-12-31	$84,000
Total plan assets at end of year	2018-12-31	$571,405
Total plan assets at beginning of year	2018-12-31	$675,947
Value of fidelity bond covering the plan	2018-12-31	$75,000
Other income received	2018-12-31	$-20,542
Net income (gross income less expenses)	2018-12-31	$-104,542
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$571,405
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$675,947
Assets. Value of participant loans	2018-12-31	$32,884
2017 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$84,670
Expenses. Total of all expenses incurred	2017-12-31	$63,824
Benefits paid (including direct rollovers)	2017-12-31	$63,824
Total plan assets at end of year	2017-12-31	$675,947
Total plan assets at beginning of year	2017-12-31	$655,101
Value of fidelity bond covering the plan	2017-12-31	$75,000
Other income received	2017-12-31	$84,670
Net income (gross income less expenses)	2017-12-31	$20,846
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$675,947
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$655,101
Assets. Value of participant loans	2017-12-31	$33,876
2016 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$64,911
Total plan assets at end of year	2016-12-31	$655,101
Total plan assets at beginning of year	2016-12-31	$590,190
Value of fidelity bond covering the plan	2016-12-31	$75,000
Other income received	2016-12-31	$64,911
Net income (gross income less expenses)	2016-12-31	$64,911
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$655,101
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$590,190
2015 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-19,753
Expenses. Total of all expenses incurred	2015-12-31	$150
Total plan assets at end of year	2015-12-31	$590,190
Total plan assets at beginning of year	2015-12-31	$610,093
Value of fidelity bond covering the plan	2015-12-31	$75,000
Other income received	2015-12-31	$-19,753
Net income (gross income less expenses)	2015-12-31	$-19,903
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$590,190
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$610,093
Assets. Value of participant loans	2015-12-31	$16,160
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
2014 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$12,731
Expenses. Total of all expenses incurred	2014-12-31	$6,812
Benefits paid (including direct rollovers)	2014-12-31	$6,662
Total plan assets at end of year	2014-12-31	$610,093
Total plan assets at beginning of year	2014-12-31	$604,174
Value of fidelity bond covering the plan	2014-12-31	$75,000
Other income received	2014-12-31	$12,731
Net income (gross income less expenses)	2014-12-31	$5,919
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$610,093
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$604,174
Assets. Value of participant loans	2014-12-31	$16,160
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$150
2013 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$86,511
Expenses. Total of all expenses incurred	2013-12-31	$200
Total plan assets at end of year	2013-12-31	$604,174
Total plan assets at beginning of year	2013-12-31	$517,863
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$71,511
Net income (gross income less expenses)	2013-12-31	$86,311
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$604,174
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$517,863
Assets. Value of participant loans	2013-12-31	$23,842
Total contributions received or receivable from employer(s)	2013-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$200
2012 : SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$57,249
Expenses. Total of all expenses incurred	2012-12-31	$937,847
Benefits paid (including direct rollovers)	2012-12-31	$937,847
Total plan assets at end of year	2012-12-31	$517,863
Total plan assets at beginning of year	2012-12-31	$1,398,461
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$47,249
Net income (gross income less expenses)	2012-12-31	$-880,598
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$517,863
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,398,461
Assets. Value of participant loans	2012-12-31	$33,716
Total contributions received or receivable from employer(s)	2012-12-31	$10,000

Form 5500 Responses for SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST

2023: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH JERSEY ORAL AND MAXILLOFACIAL SURGEONS LLC PSP AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTH JERSEY ORAL & MAXILLOFACIAL SURGEONS LLC PSP AND TRUST
Employer identification number (EIN):	223634135
NAIC Classification:	621210
NAIC Description:	Offices of Dentists