401k Plan data: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. plan

EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 401k Plan overview

Plan Name	EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.
Plan identification number	002

EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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
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

SPECIALISTS IN ORAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SPECIALISTS IN ORAL SURGERY, P.C.

Employer identification number (EIN): 840796968

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about SPECIALISTS IN ORAL SURGERY, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1979-09-04

Company Identification Number: 19871380945

Legal Registered Office Address: 7913 ALLISON WAY STE 101

ARVADA
United States of America (USA)
80005

More information about SPECIALISTS IN ORAL SURGERY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RICHARD NEWMAN
002 2012-01-01 RICHARD NEWMAN
002 2011-01-01 RICHARD NEWMAN
002 2010-01-01 RICHARD NEWMAN

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	RICHARD NEWMAN
002	2012-01-01	RICHARD NEWMAN
002	2011-01-01	RICHARD NEWMAN
002	2010-01-01	RICHARD NEWMAN

Plan Statistics for EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.

401k plan membership statisitcs for EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.

Measure Date Value
2013: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2013: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.

Measure	Date	Value
2013 : EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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	$60,887
Expenses. Total of all expenses incurred	2013-12-31	$1,238,952
Benefits paid (including direct rollovers)	2013-12-31	$1,233,687
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$1,178,065
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$45,887
Net income (gross income less expenses)	2013-12-31	$-1,178,065
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,178,065
Total contributions received or receivable from employer(s)	2013-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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	$92,537
Expenses. Total of all expenses incurred	2012-12-31	$325
Benefits paid (including direct rollovers)	2012-12-31	$325
Total plan assets at end of year	2012-12-31	$1,178,065
Total plan assets at beginning of year	2012-12-31	$1,085,853
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Assets. Value of tangible personal property	2012-12-31	$279,469
Other income received	2012-12-31	$59,537
Net income (gross income less expenses)	2012-12-31	$92,212
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,178,065
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,085,853
Assets. Value of participant loans	2012-12-31	$47,124
Total contributions received or receivable from employer(s)	2012-12-31	$33,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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	$-36,263
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,085,853
Total plan assets at beginning of year	2011-12-31	$1,122,116
Value of fidelity bond covering the plan	2011-12-31	$5,000,000
Assets. Value of tangible personal property	2011-12-31	$259,473
Other income received	2011-12-31	$-66,263
Net income (gross income less expenses)	2011-12-31	$-36,263
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,085,853
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,122,116
Assets. Value of participant loans	2011-12-31	$47,406
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
2010 : EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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	$236,615
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,122,116
Total plan assets at beginning of year	2010-12-31	$885,501
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Assets. Value of tangible personal property	2010-12-31	$147,635
Other income received	2010-12-31	$196,615
Net income (gross income less expenses)	2010-12-31	$236,615
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,122,116
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$885,501
Assets. Value of participant loans	2010-12-31	$47,689
Total contributions received or receivable from employer(s)	2010-12-31	$40,000

Form 5500 Responses for EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C.

2013: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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	Yes
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: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF SPECIALISTS IN ORAL SURGERY, P.C. 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

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Company Name:	SPECIALISTS IN ORAL SURGERY, P.C.
Employer identification number (EIN):	840796968
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1979-09-04
Company Identification Number:	19871380945
Legal Registered Office Address:	7913 ALLISON WAY STE 101 ARVADA United States of America (USA) 80005