401k Plan data: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN plan

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 401k Plan overview

Plan Name	ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN
Plan identification number	002

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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, LTD. has sponsored the creation of one or more 401k plans.

Company Name: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD.

Employer identification number (EIN): 391169958

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 M SCOTT CONNOR 2024-10-10
002 2022-01-01 M SCOTT CONNOR 2023-10-11
002 2021-01-01 M SCOTT CONNOR 2022-10-11
002 2020-01-01 M SCOTT CONNOR 2021-10-09
002 2019-01-01 M SCOTT CONNOR 2020-10-06
002 2018-01-01 DR. JOSEPH BEST 2019-10-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 DR JOSEPH A BEST
002 2014-01-01 MICHAEL CONNOR
002 2013-01-01 MICHAEL CONNOR
002 2012-01-01 TIMOTHY NOVAK
002 2011-01-01 TIMOTHY NOVAK
002 2009-01-01 TIMOTHY NOVAK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	M SCOTT CONNOR	2024-10-10
002	2022-01-01	M SCOTT CONNOR	2023-10-11
002	2021-01-01	M SCOTT CONNOR	2022-10-11
002	2020-01-01	M SCOTT CONNOR	2021-10-09
002	2019-01-01	M SCOTT CONNOR	2020-10-06
002	2018-01-01	DR. JOSEPH BEST	2019-10-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	DR JOSEPH A BEST
002	2014-01-01	MICHAEL CONNOR
002	2013-01-01	MICHAEL CONNOR
002	2012-01-01	TIMOTHY NOVAK
002	2011-01-01	TIMOTHY NOVAK
002	2009-01-01	TIMOTHY NOVAK

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN

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

Measure Date Value
2023: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 43
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 18
Total of all active and inactive participants 2023-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 62
Number of participants with account balances 2023-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 39
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 66
Number of participants with account balances 2022-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 63
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 38
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 62
Number of participants with account balances 2020-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 36
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 57
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 52
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 37
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
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 14
Total of all active and inactive participants 2014-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 45
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
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 13
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 49
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	43
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	18
Total of all active and inactive participants	2023-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	62
Number of participants with account balances	2023-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	39
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	66
Number of participants with account balances	2022-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	63
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	38
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	62
Number of participants with account balances	2020-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	36
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	57
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	52
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	37
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
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	14
Total of all active and inactive participants	2014-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	45
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
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	13
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	49
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN

Measure	Date	Value
2023 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,697,434
Expenses. Total of all expenses incurred	2023-12-31	$278,541
Benefits paid (including direct rollovers)	2023-12-31	$179,895
Total plan assets at end of year	2023-12-31	$19,302,963
Total plan assets at beginning of year	2023-12-31	$16,884,070
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$262,285
Other income received	2023-12-31	$1,954,495
Net income (gross income less expenses)	2023-12-31	$2,418,893
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$19,302,963
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$16,884,070
Assets. Value of participant loans	2023-12-31	$62,439
Total contributions received or receivable from employer(s)	2023-12-31	$480,654
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$98,646
2022 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,747,964
Expenses. Total of all expenses incurred	2022-12-31	$736,461
Benefits paid (including direct rollovers)	2022-12-31	$643,744
Total plan assets at end of year	2022-12-31	$16,884,070
Total plan assets at beginning of year	2022-12-31	$19,368,495
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$239,618
Contributions received from other sources (not participants or employers)	2022-12-31	$310,483
Other income received	2022-12-31	$-2,710,063
Net income (gross income less expenses)	2022-12-31	$-2,484,425
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$16,884,070
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$19,368,495
Assets. Value of participant loans	2022-12-31	$62,001
Total contributions received or receivable from employer(s)	2022-12-31	$411,998
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$92,717
2021 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,270,578
Expenses. Total of all expenses incurred	2021-12-31	$473,359
Benefits paid (including direct rollovers)	2021-12-31	$378,376
Total plan assets at end of year	2021-12-31	$19,368,495
Total plan assets at beginning of year	2021-12-31	$16,571,276
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$201,210
Other income received	2021-12-31	$2,691,619
Net income (gross income less expenses)	2021-12-31	$2,797,219
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$19,368,495
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,571,276
Assets. Value of participant loans	2021-12-31	$119,675
Total contributions received or receivable from employer(s)	2021-12-31	$377,749
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$94,983
2020 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$4,142,910
Expenses. Total of all expenses incurred	2020-12-31	$175,638
Benefits paid (including direct rollovers)	2020-12-31	$100,503
Total plan assets at end of year	2020-12-31	$16,571,276
Total plan assets at beginning of year	2020-12-31	$12,604,004
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$193,538
Contributions received from other sources (not participants or employers)	2020-12-31	$1,982,749
Other income received	2020-12-31	$1,608,958
Net income (gross income less expenses)	2020-12-31	$3,967,272
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,571,276
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$12,604,004
Assets. Value of participant loans	2020-12-31	$138,241
Total contributions received or receivable from employer(s)	2020-12-31	$357,665
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75,135
2019 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,430,304
Expenses. Total of all expenses incurred	2019-12-31	$176,198
Benefits paid (including direct rollovers)	2019-12-31	$105,702
Total plan assets at end of year	2019-12-31	$12,604,004
Total plan assets at beginning of year	2019-12-31	$10,349,898
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$188,568
Contributions received from other sources (not participants or employers)	2019-12-31	$15,685
Other income received	2019-12-31	$1,883,646
Net income (gross income less expenses)	2019-12-31	$2,254,106
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$12,604,004
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,349,898
Assets. Value of participant loans	2019-12-31	$128,779
Total contributions received or receivable from employer(s)	2019-12-31	$342,405
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$70,496
2018 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-213,240
Expenses. Total of all expenses incurred	2018-12-31	$803,608
Benefits paid (including direct rollovers)	2018-12-31	$735,208
Total plan assets at end of year	2018-12-31	$10,349,898
Total plan assets at beginning of year	2018-12-31	$11,366,746
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$184,896
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-742,853
Net income (gross income less expenses)	2018-12-31	$-1,016,848
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,349,898
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,366,746
Assets. Value of participant loans	2018-12-31	$90,265
Total contributions received or receivable from employer(s)	2018-12-31	$344,717
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$68,400
2017 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,967,800
Expenses. Total of all expenses incurred	2017-12-31	$671,388
Benefits paid (including direct rollovers)	2017-12-31	$603,331
Total plan assets at end of year	2017-12-31	$11,366,746
Total plan assets at beginning of year	2017-12-31	$10,070,334
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$205,705
Contributions received from other sources (not participants or employers)	2017-12-31	$2,559
Other income received	2017-12-31	$1,413,923
Net income (gross income less expenses)	2017-12-31	$1,296,412
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,366,746
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,070,334
Assets. Value of participant loans	2017-12-31	$144,168
Total contributions received or receivable from employer(s)	2017-12-31	$345,613
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$68,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$47,232
2016 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,152,097
Expenses. Total of all expenses incurred	2016-12-31	$208,943
Benefits paid (including direct rollovers)	2016-12-31	$148,388
Total plan assets at end of year	2016-12-31	$10,070,334
Total plan assets at beginning of year	2016-12-31	$9,127,180
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$185,655
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$657,565
Net income (gross income less expenses)	2016-12-31	$943,154
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,070,334
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,127,180
Assets. Value of participant loans	2016-12-31	$175,083
Total contributions received or receivable from employer(s)	2016-12-31	$308,877
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$60,555
2015 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$363,708
Expenses. Total of all expenses incurred	2015-12-31	$659,842
Benefits paid (including direct rollovers)	2015-12-31	$603,657
Total plan assets at end of year	2015-12-31	$9,127,180
Total plan assets at beginning of year	2015-12-31	$9,423,314
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$173,086
Other income received	2015-12-31	$-118,377
Net income (gross income less expenses)	2015-12-31	$-296,134
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,127,180
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,423,314
Assets. Value of participant loans	2015-12-31	$93,115
Total contributions received or receivable from employer(s)	2015-12-31	$308,999
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$56,185
2014 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,006,991
Expenses. Total of all expenses incurred	2014-12-31	$1,588,043
Benefits paid (including direct rollovers)	2014-12-31	$1,530,828
Total plan assets at end of year	2014-12-31	$9,423,314
Total plan assets at beginning of year	2014-12-31	$10,004,366
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$165,408
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$532,492
Net income (gross income less expenses)	2014-12-31	$-581,052
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,423,314
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,004,366
Assets. Value of participant loans	2014-12-31	$136,050
Total contributions received or receivable from employer(s)	2014-12-31	$309,091
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$57,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,860,763
Expenses. Total of all expenses incurred	2013-12-31	$3,255,525
Benefits paid (including direct rollovers)	2013-12-31	$3,195,094
Total plan assets at end of year	2013-12-31	$10,004,366
Total plan assets at beginning of year	2013-12-31	$11,399,128
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$163,484
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,391,223
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,394,762
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,004,366
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,399,128
Assets. Value of participant loans	2013-12-31	$129,311
Total contributions received or receivable from employer(s)	2013-12-31	$306,056
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$60,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,675,656
Expenses. Total of all expenses incurred	2012-12-31	$226,077
Benefits paid (including direct rollovers)	2012-12-31	$161,714
Total plan assets at end of year	2012-12-31	$11,399,128
Total plan assets at beginning of year	2012-12-31	$9,949,549
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$172,809
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,164,969
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$1,449,579
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,399,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,949,549
Assets. Value of participant loans	2012-12-31	$188,829
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$170,000
Total contributions received or receivable from employer(s)	2012-12-31	$337,878
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$64,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$245,444
Expenses. Total of all expenses incurred	2011-12-31	$1,788,067
Benefits paid (including direct rollovers)	2011-12-31	$1,725,410
Total plan assets at end of year	2011-12-31	$9,949,549
Total plan assets at beginning of year	2011-12-31	$11,492,172
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$150,995
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-218,960
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-1,542,623
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,949,549
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$11,492,172
Assets. Value of participant loans	2011-12-31	$212,308
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$170,000
Total contributions received or receivable from employer(s)	2011-12-31	$313,409
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$62,657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,049,084
Expenses. Total of all expenses incurred	2010-12-31	$1,867,112
Benefits paid (including direct rollovers)	2010-12-31	$1,804,465
Total plan assets at end of year	2010-12-31	$11,492,172
Total plan assets at beginning of year	2010-12-31	$11,310,200
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$2,500
Total contributions received or receivable from participants	2010-12-31	$146,422
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,617,741
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$181,972
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$11,492,172
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,310,200
Assets. Value of participant loans	2010-12-31	$208,621
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$150,000
Total contributions received or receivable from employer(s)	2010-12-31	$284,921
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$62,647
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN

2023: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

521197-01

Policy instance

Insurance contract or identification number	521197-01
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD.
Employer identification number (EIN):	391169958
NAIC Classification:	621210
NAIC Description:	Offices of Dentists