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ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN
Plan identification number 001

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C.
Employer identification number (EIN):751785820
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01BRIAN STONE2014-06-26
0012012-01-01BRIAN STONE2013-10-08
0012011-01-01BRIAN STONE2012-09-24
0012009-01-01WILLIE PARKS JR.

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN

Measure Date Value
2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN

Measure Date Value
2010 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$256,854
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,678,105
Total plan assets at beginning of year2010-12-31$1,421,251
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$45,440
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$181,353
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$256,854
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,678,105
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,421,251
Total contributions received or receivable from employer(s)2010-12-31$30,061
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN

2009: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF TYLER, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90490
Policy instance 1
Insurance contract or identification number90490
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,284
Total amount of fees paid to insurance companyUSD $729
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $6,284
Insurance broker organization code?4
Amount paid for insurance broker fees729
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameJULY BUSINESS SERVICES

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