401k Plan data: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST plan

ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number	003

ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C.

Employer identification number (EIN): 621062082

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 THOMAS C. WHITTAKER, PRESIDENT 2015-02-27
003 2013-01-01 THOMAS C. WHITTAKER, PRESIDENT 2014-02-26
003 2012-01-01 THOMAS C. WHITTAKER, PRESIDENT
003 2011-01-01 THOMAS C. WHITTAKER, PRESIDENT
003 2009-01-01 THOMAS C. WHITTAKER, PRESIDENT

Plan Statistics for ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 1
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	1
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$736,218
Expenses. Total of all expenses incurred	2012-12-31	$103,596
Benefits paid (including direct rollovers)	2012-12-31	$103,596
Total plan assets at end of year	2012-12-31	$4,875,679
Total plan assets at beginning of year	2012-12-31	$4,243,057
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$37,158
Other income received	2012-12-31	$607,793
Net income (gross income less expenses)	2012-12-31	$632,622
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,875,679
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,243,057
Total contributions received or receivable from employer(s)	2012-12-31	$91,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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	$97,410
Expenses. Total of all expenses incurred	2011-12-31	$6
Benefits paid (including direct rollovers)	2011-12-31	$6
Total plan assets at end of year	2011-12-31	$4,243,057
Total plan assets at beginning of year	2011-12-31	$4,145,653
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$38,477
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	$-29,554
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$97,404
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,243,057
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,145,653
Total contributions received or receivable from employer(s)	2011-12-31	$88,487
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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	$634,315
Expenses. Total of all expenses incurred	2010-12-31	$14
Benefits paid (including direct rollovers)	2010-12-31	$14
Total plan assets at end of year	2010-12-31	$4,145,653
Total plan assets at beginning of year	2010-12-31	$3,511,352
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$36,519
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	$509,629
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$634,301
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,145,653
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,511,352
Total contributions received or receivable from employer(s)	2010-12-31	$88,167
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2012: ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, P.C.
Employer identification number (EIN):	621062082
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	THOMAS C. WHITTAKER, PRESIDENT	2015-02-27
003	2013-01-01	THOMAS C. WHITTAKER, PRESIDENT	2014-02-26
003	2012-01-01	THOMAS C. WHITTAKER, PRESIDENT
003	2011-01-01	THOMAS C. WHITTAKER, PRESIDENT
003	2009-01-01	THOMAS C. WHITTAKER, PRESIDENT