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ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN
Plan identification number 004

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 & MAXILLOFACIAL SURGERY ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C.
Employer identification number (EIN):363068395
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LORI STADLER
0042016-01-01LORI STADLER
0042015-01-01LORI STADLER
0042014-01-01LORI STADLER
0042013-01-01RICHARD BALCERAK
0042012-01-01RICHARD BALCERAK RICHARD BALCERAK2013-07-23
0042011-01-01RICHARD BALCERAK
0042009-01-01RICHARD BALCERAK

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN

Measure Date Value
2023: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0127
Total number of active participants reported on line 7a of the Form 55002023-01-0119
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0126
Number of participants with account balances2023-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0127
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0134
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0129
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0134
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0136
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0139
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0131
Number of participants with account balances2017-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0136
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0140
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0140
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0139
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN

Measure Date Value
2023 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$822,016
Expenses. Total of all expenses incurred2023-12-31$618,884
Benefits paid (including direct rollovers)2023-12-31$617,734
Total plan assets at end of year2023-12-31$4,668,417
Total plan assets at beginning of year2023-12-31$4,465,285
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$88,032
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$2,757
Other income received2023-12-31$588,322
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$203,132
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,668,417
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,465,285
Assets. Value of participant loans2023-12-31$17,648
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$142,905
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,150
2022 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-767,210
Expenses. Total of all expenses incurred2022-12-31$791,067
Benefits paid (including direct rollovers)2022-12-31$791,067
Total plan assets at end of year2022-12-31$4,465,285
Total plan assets at beginning of year2022-12-31$6,023,562
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$82,426
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-889,176
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,558,277
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,465,285
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,023,562
Assets. Value of participant loans2022-12-31$5,214
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$39,540
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$814,894
Expenses. Total of all expenses incurred2021-12-31$271,044
Benefits paid (including direct rollovers)2021-12-31$270,840
Total plan assets at end of year2021-12-31$6,023,562
Total plan assets at beginning of year2021-12-31$5,479,712
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$120,383
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$634,337
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$543,850
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,023,562
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,479,712
Assets. Value of participant loans2021-12-31$10,610
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$60,174
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$204
2020 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$865,228
Expenses. Total of all expenses incurred2020-12-31$249,985
Benefits paid (including direct rollovers)2020-12-31$249,780
Total plan assets at end of year2020-12-31$5,479,712
Total plan assets at beginning of year2020-12-31$4,864,469
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$116,781
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$8,570
Other income received2020-12-31$680,121
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$615,243
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,479,712
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,864,469
Assets. Value of participant loans2020-12-31$34,871
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$59,756
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$205
2019 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$960,288
Expenses. Total of all expenses incurred2019-12-31$32,872
Benefits paid (including direct rollovers)2019-12-31$32,413
Total plan assets at end of year2019-12-31$4,864,469
Total plan assets at beginning of year2019-12-31$3,937,053
Value of fidelity bond covering the plan2019-12-31$410,000
Total contributions received or receivable from participants2019-12-31$118,527
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$3,746
Other income received2019-12-31$782,851
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$927,416
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,864,469
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,937,053
Assets. Value of participant loans2019-12-31$76,095
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$55,164
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$459
2018 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$25,338
Total income from all sources2018-12-31$-76,558
Expenses. Total of all expenses incurred2018-12-31$33,507
Benefits paid (including direct rollovers)2018-12-31$33,179
Total plan assets at end of year2018-12-31$3,937,053
Total plan assets at beginning of year2018-12-31$4,072,456
Value of fidelity bond covering the plan2018-12-31$410,000
Total contributions received or receivable from participants2018-12-31$109,432
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-246,922
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-110,065
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,937,053
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,047,118
Assets. Value of participant loans2018-12-31$60,849
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$60,932
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$328
2017 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$25,338
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$763,179
Expenses. Total of all expenses incurred2017-12-31$336,252
Benefits paid (including direct rollovers)2017-12-31$335,291
Total plan assets at end of year2017-12-31$4,072,456
Total plan assets at beginning of year2017-12-31$3,620,191
Value of fidelity bond covering the plan2017-12-31$400,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$110,020
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$594,233
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$426,927
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,047,118
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,620,191
Assets. Value of participant loans2017-12-31$86,951
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$58,926
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$961
2016 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$436,129
Expenses. Total of all expenses incurred2016-12-31$159,459
Benefits paid (including direct rollovers)2016-12-31$159,018
Total plan assets at end of year2016-12-31$3,620,191
Total plan assets at beginning of year2016-12-31$3,343,521
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$120,984
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$4,210
Other income received2016-12-31$243,038
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$276,670
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,620,191
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,343,521
Assets. Value of participant loans2016-12-31$58,923
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$67,897
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$441
2015 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$171,110
Expenses. Total of all expenses incurred2015-12-31$132,529
Benefits paid (including direct rollovers)2015-12-31$131,818
Total plan assets at end of year2015-12-31$3,343,521
Total plan assets at beginning of year2015-12-31$3,304,940
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$116,449
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,888
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$38,581
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,343,521
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,304,940
Assets. Value of participant loans2015-12-31$82,998
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$64,549
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$711
2014 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$615,632
Expenses. Total of all expenses incurred2014-12-31$33,292
Benefits paid (including direct rollovers)2014-12-31$32,948
Total plan assets at end of year2014-12-31$3,304,940
Total plan assets at beginning of year2014-12-31$2,722,600
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$97,364
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$330,382
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$582,340
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,304,940
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,722,600
Assets. Value of participant loans2014-12-31$46,479
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$187,886
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$344
2013 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$767,905
Expenses. Total of all expenses incurred2013-12-31$1,546,076
Benefits paid (including direct rollovers)2013-12-31$1,540,046
Total plan assets at end of year2013-12-31$2,722,600
Total plan assets at beginning of year2013-12-31$3,500,771
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$118,290
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$482,092
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-778,171
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,722,600
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,500,771
Assets. Value of participant loans2013-12-31$49,506
Total contributions received or receivable from employer(s)2013-12-31$167,523
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,030
2012 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$779,932
Expenses. Total of all expenses incurred2012-12-31$2,001,576
Benefits paid (including direct rollovers)2012-12-31$1,984,943
Total plan assets at end of year2012-12-31$3,500,771
Total plan assets at beginning of year2012-12-31$4,722,415
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$144,846
Other income received2012-12-31$476,324
Net income (gross income less expenses)2012-12-31$-1,221,644
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,500,771
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,722,415
Assets. Value of participant loans2012-12-31$36,496
Assets. Value of assets in partnership/joint-venture interests2012-12-31$14,793
Total contributions received or receivable from employer(s)2012-12-31$158,762
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,633
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$321,468
Expenses. Total of all expenses incurred2011-12-31$91,147
Benefits paid (including direct rollovers)2011-12-31$72,259
Total plan assets at end of year2011-12-31$4,722,415
Total plan assets at beginning of year2011-12-31$4,492,094
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$155,070
Other income received2011-12-31$-7,557
Net income (gross income less expenses)2011-12-31$230,321
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,722,415
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,492,094
Assets. Value of participant loans2011-12-31$52,863
Assets. Value of assets in partnership/joint-venture interests2011-12-31$52,801
Total contributions received or receivable from employer(s)2011-12-31$173,955
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$812,890
Expenses. Total of all expenses incurred2010-12-31$218,134
Benefits paid (including direct rollovers)2010-12-31$203,167
Total plan assets at end of year2010-12-31$4,492,094
Total plan assets at beginning of year2010-12-31$3,897,338
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$159,040
Contributions received from other sources (not participants or employers)2010-12-31$4,633
Other income received2010-12-31$474,057
Net income (gross income less expenses)2010-12-31$594,756
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,492,094
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,897,338
Assets. Value of participant loans2010-12-31$73,567
Assets. Value of assets in partnership/joint-venture interests2010-12-31$39,406
Total contributions received or receivable from employer(s)2010-12-31$175,160
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN

2023: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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