Logo

ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 401k Plan overview

Plan NameORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT
Plan identification number 002

ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ORAL AND MAXILLOFACIAL SURGERY P.C has sponsored the creation of one or more 401k plans.

Company Name:ORAL AND MAXILLOFACIAL SURGERY P.C
Employer identification number (EIN):351445614
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CARLO LO2024-07-01
0022022-01-01CARLO LO2023-06-29
0022021-01-01CARLO LO2022-06-24
0022020-01-01CARLO LO2021-06-21
0022019-01-01CARLO LO2020-06-03
0022018-01-01CARLO LO2019-06-05
0022017-01-01CARLO LO2018-06-06
0022016-01-01CARLO LO2017-06-06
0022015-01-01CARLO LO2016-06-21
0022014-01-01BERNARD DREIMAN2015-06-22
0022013-01-01BERNARD DREIMAN
0022012-01-01BERNARD DREIMAN
0022011-01-01BERNARD DREIMAN
0022009-01-01BERNARD DREIMAN

Plan Statistics for ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT

401k plan membership statisitcs for ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT

Measure Date Value
2013: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2009: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT

Measure Date Value
2013 : ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2013 401k financial data
Total income from all sources2013-12-31$904,629
Expenses. Total of all expenses incurred2013-12-31$2,693
Total plan assets at end of year2013-12-31$4,267,451
Total plan assets at beginning of year2013-12-31$3,365,515
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$38,524
Expenses. Other expenses not covered elsewhere2013-12-31$2,693
Other income received2013-12-31$815,171
Net income (gross income less expenses)2013-12-31$901,936
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,267,451
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,365,515
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$50,934
2012 : ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2012 401k financial data
Total income from all sources2012-12-31$420,867
Expenses. Total of all expenses incurred2012-12-31$1,165
Benefits paid (including direct rollovers)2012-12-31$1,165
Total plan assets at end of year2012-12-31$3,365,515
Total plan assets at beginning of year2012-12-31$2,945,813
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$27,738
Other income received2012-12-31$347,648
Net income (gross income less expenses)2012-12-31$419,702
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,365,515
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,945,813
Assets. Value of assets in partnership/joint-venture interests2012-12-31$4,610
Total contributions received or receivable from employer(s)2012-12-31$45,481
2011 : ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2011 401k financial data
Total income from all sources2011-12-31$152,019
Expenses. Total of all expenses incurred2011-12-31$65,355
Benefits paid (including direct rollovers)2011-12-31$65,355
Total plan assets at end of year2011-12-31$2,945,813
Total plan assets at beginning of year2011-12-31$2,859,149
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$27,195
Other income received2011-12-31$79,215
Net income (gross income less expenses)2011-12-31$86,664
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,945,813
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,859,149
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,510
Total contributions received or receivable from employer(s)2011-12-31$45,609
2010 : ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2010 401k financial data
Total income from all sources2010-12-31$365,261
Expenses. Total of all expenses incurred2010-12-31$450
Total plan assets at end of year2010-12-31$2,859,149
Total plan assets at beginning of year2010-12-31$2,494,338
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$27,948
Expenses. Other expenses not covered elsewhere2010-12-31$450
Other income received2010-12-31$289,904
Net income (gross income less expenses)2010-12-31$364,811
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,859,149
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,494,338
Assets. Value of assets in partnership/joint-venture interests2010-12-31$5,590
Total contributions received or receivable from employer(s)2010-12-31$47,409

Form 5500 Responses for ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT

2013: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ORAL AND MAXILLOFACIAL SURGERY PC EMPLOYEES PROFIT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1