401k Plan data: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN plan

ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN
Plan identification number	002

ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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
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.
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 & MAXILLO-FACIAL SURGICAL SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ORAL & MAXILLO-FACIAL SURGICAL SPECIALISTS, P.C.

Employer identification number (EIN): 621110291

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 THEDA STEPHENS 2020-07-20
002 2019-01-01 THEDA STEPHENS 2020-05-20
002 2018-01-01 THEDA STEPHENS 2019-10-04
002 2017-01-01 THEDA STEPHENS
002 2016-01-01 THEDA STEPHENS
002 2015-01-01 THEDA STEPHENS
002 2014-01-01 THEDA STEPHENS
002 2013-01-01 THEDA STEPHENS
002 2012-01-01 THEDA STEPHENS
002 2011-01-01 THEDS STEPHENS
002 2010-01-01 BRETT J. JAFFREY
002 2009-01-01 BRETT J. JAFFREY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	THEDA STEPHENS	2020-07-20
002	2019-01-01	THEDA STEPHENS	2020-05-20
002	2018-01-01	THEDA STEPHENS	2019-10-04
002	2017-01-01	THEDA STEPHENS
002	2016-01-01	THEDA STEPHENS
002	2015-01-01	THEDA STEPHENS
002	2014-01-01	THEDA STEPHENS
002	2013-01-01	THEDA STEPHENS
002	2012-01-01	THEDA STEPHENS
002	2011-01-01	THEDS STEPHENS
002	2010-01-01	BRETT J. JAFFREY
002	2009-01-01	BRETT J. JAFFREY

Plan Statistics for ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN

Measure Date Value
2017: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 25
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2017: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	25
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2017 : ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$482,849
Expenses. Total of all expenses incurred	2017-12-31	$1,993,992
Benefits paid (including direct rollovers)	2017-12-31	$1,990,702
Total plan assets at end of year	2017-12-31	$2,738,439
Total plan assets at beginning of year	2017-12-31	$4,249,582
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$32,578
Other income received	2017-12-31	$432,512
Net income (gross income less expenses)	2017-12-31	$-1,511,143
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,738,439
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,249,582
Assets. Value of participant loans	2017-12-31	$73,203
Total contributions received or receivable from employer(s)	2017-12-31	$17,759
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$260,655
Expenses. Total of all expenses incurred	2016-12-31	$17,803
Benefits paid (including direct rollovers)	2016-12-31	$17,420
Total plan assets at end of year	2016-12-31	$4,249,582
Total plan assets at beginning of year	2016-12-31	$4,006,730
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$60,154
Other income received	2016-12-31	$169,154
Net income (gross income less expenses)	2016-12-31	$242,852
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,249,582
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,006,730
Assets. Value of participant loans	2016-12-31	$86,648
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$10,495
Total contributions received or receivable from employer(s)	2016-12-31	$31,347
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$6,989
Expenses. Total of all expenses incurred	2015-12-31	$2,035,650
Benefits paid (including direct rollovers)	2015-12-31	$2,027,527
Total plan assets at end of year	2015-12-31	$4,006,730
Total plan assets at beginning of year	2015-12-31	$6,035,391
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$59,472
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,123
Other income received	2015-12-31	$-82,924
Net income (gross income less expenses)	2015-12-31	$-2,028,661
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,006,730
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,035,391
Assets. Value of participant loans	2015-12-31	$84,747
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$11,404
Total contributions received or receivable from employer(s)	2015-12-31	$30,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$379,719
Expenses. Total of all expenses incurred	2014-12-31	$150,434
Benefits paid (including direct rollovers)	2014-12-31	$141,561
Total plan assets at end of year	2014-12-31	$6,035,391
Total plan assets at beginning of year	2014-12-31	$5,806,106
Value of fidelity bond covering the plan	2014-12-31	$475,000
Total contributions received or receivable from participants	2014-12-31	$56,718
Other income received	2014-12-31	$293,479
Net income (gross income less expenses)	2014-12-31	$229,285
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,035,391
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,806,106
Assets. Value of participant loans	2014-12-31	$58,971
Total contributions received or receivable from employer(s)	2014-12-31	$29,522
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,873
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2013 401k financial data
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	$651,412
Expenses. Total of all expenses incurred	2013-12-31	$10,969
Benefits paid (including direct rollovers)	2013-12-31	$514
Total plan assets at end of year	2013-12-31	$5,806,106
Total plan assets at beginning of year	2013-12-31	$5,165,663
Value of fidelity bond covering the plan	2013-12-31	$410,000
Total contributions received or receivable from participants	2013-12-31	$53,768
Other income received	2013-12-31	$515,177
Net income (gross income less expenses)	2013-12-31	$640,443
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,806,106
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,165,663
Assets. Value of participant loans	2013-12-31	$40,837
Total contributions received or receivable from employer(s)	2013-12-31	$82,467
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,455
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2012 401k financial data
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	$581,872
Expenses. Total of all expenses incurred	2012-12-31	$12,231
Benefits paid (including direct rollovers)	2012-12-31	$4,204
Total plan assets at end of year	2012-12-31	$5,165,663
Total plan assets at beginning of year	2012-12-31	$4,596,022
Value of fidelity bond covering the plan	2012-12-31	$410,000
Total contributions received or receivable from participants	2012-12-31	$53,875
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,027
Other income received	2012-12-31	$443,750
Net income (gross income less expenses)	2012-12-31	$569,641
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,165,663
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,596,022
Assets. Value of participant loans	2012-12-31	$49,938
Total contributions received or receivable from employer(s)	2012-12-31	$84,247
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2011 401k financial data
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	$33,783
Expenses. Total of all expenses incurred	2011-12-31	$90,299
Benefits paid (including direct rollovers)	2011-12-31	$89,360
Total plan assets at end of year	2011-12-31	$4,596,022
Total plan assets at beginning of year	2011-12-31	$4,652,538
Value of fidelity bond covering the plan	2011-12-31	$410,000
Total contributions received or receivable from participants	2011-12-31	$62,835
Expenses. Other expenses not covered elsewhere	2011-12-31	$939
Other income received	2011-12-31	$-116,878
Net income (gross income less expenses)	2011-12-31	$-56,516
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,596,022
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,652,538
Assets. Value of participant loans	2011-12-31	$70,429
Total contributions received or receivable from employer(s)	2011-12-31	$87,826
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2010 401k financial data
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	$673,156
Expenses. Total of all expenses incurred	2010-12-31	$13,835
Benefits paid (including direct rollovers)	2010-12-31	$13,120
Total plan assets at end of year	2010-12-31	$4,652,538
Total plan assets at beginning of year	2010-12-31	$3,993,217
Value of fidelity bond covering the plan	2010-12-31	$410,000
Total contributions received or receivable from participants	2010-12-31	$83,080
Expenses. Other expenses not covered elsewhere	2010-12-31	$715
Other income received	2010-12-31	$479,065
Net income (gross income less expenses)	2010-12-31	$659,321
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,652,538
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,993,217
Total contributions received or receivable from employer(s)	2010-12-31	$111,011
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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN

2017: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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 SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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
2010: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORAL & MAXILLOFACIAL SURGICAL SPECIALISTS, P.C. PROFIT SHARING 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

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Company Name:	ORAL & MAXILLO-FACIAL SURGICAL SPECIALISTS, P.C.
Employer identification number (EIN):	621110291
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)