401k Plan data: OMA, LLC 401K PROFIT SHARING PLAN plan

OMA, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	OMA, LLC 401K PROFIT SHARING PLAN
Plan identification number	002

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

Company Name: ORAL AND MAXILLOFACIAL ASSOCIATES, LLC

Employer identification number (EIN): 201080270

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ORAL AND MAXILLOFACIAL ASSOCIATES, LLC

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 3512036942

More information about ORAL AND MAXILLOFACIAL ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OMA, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 VINCENT MONTGOMERY, D.M.D. 2021-09-27
002 2020-01-01 VINCENT MONTGOMERY, D.M.D. 2021-09-27
002 2019-01-01 VINCENT MONTGOMERY, D.M.D. 2020-10-12
002 2019-01-01 VINCENT MONTGOMERY, D.M.D. 2021-03-25
002 2018-01-01 VINCENT MONTGOMERY, D.M.D. 2019-10-15
002 2018-01-01 VINCENT MONTGOMERY, D.M.D. 2021-03-25
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SCOTT W. SEARCEY, D.D.S.
002 2013-01-01 SCOTT W. SEARCEY, D.D.S.
002 2012-01-01 SCOTT W. SEARCEY, D.D.S.
002 2011-01-01 DR. MICHAEL DUFFY
002 2009-01-01 STEVEN DODGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	VINCENT MONTGOMERY, D.M.D.	2021-09-27
002	2020-01-01	VINCENT MONTGOMERY, D.M.D.	2021-09-27
002	2019-01-01	VINCENT MONTGOMERY, D.M.D.	2020-10-12
002	2019-01-01	VINCENT MONTGOMERY, D.M.D.	2021-03-25
002	2018-01-01	VINCENT MONTGOMERY, D.M.D.	2019-10-15
002	2018-01-01	VINCENT MONTGOMERY, D.M.D.	2021-03-25
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SCOTT W. SEARCEY, D.D.S.
002	2013-01-01	SCOTT W. SEARCEY, D.D.S.
002	2012-01-01	SCOTT W. SEARCEY, D.D.S.
002	2011-01-01	DR. MICHAEL DUFFY
002	2009-01-01	STEVEN DODGE

Plan Statistics for OMA, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for OMA, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2021: OMA, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OMA, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 56
Number of participants with account balances 2020-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: OMA, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 42
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: OMA, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 48
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: OMA, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 67
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: OMA, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
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 24
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: OMA, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 53
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 69
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: OMA, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
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 22
Total of all active and inactive participants 2014-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 61
Number of participants with account balances 2014-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OMA, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 21
Total of all active and inactive participants 2013-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 59
Number of participants with account balances 2013-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: OMA, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 46
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 12
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 59
Number of participants with account balances 2012-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: OMA, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 61
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: OMA, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
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 19
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2021: OMA, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OMA, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	56
Number of participants with account balances	2020-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: OMA, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	42
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: OMA, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	48
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: OMA, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	67
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: OMA, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
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	24
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: OMA, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	53
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	69
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: OMA, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
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	22
Total of all active and inactive participants	2014-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	61
Number of participants with account balances	2014-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OMA, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	21
Total of all active and inactive participants	2013-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	59
Number of participants with account balances	2013-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: OMA, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	46
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	12
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	59
Number of participants with account balances	2012-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: OMA, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	61
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: OMA, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
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	19
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on OMA, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : OMA, LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-03-31	$-8,401,348
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$401,658
Expenses. Total of all expenses incurred	2021-03-31	$64,929
Benefits paid (including direct rollovers)	2021-03-31	$27,826
Total plan assets at end of year	2021-03-31	$0
Total plan assets at beginning of year	2021-03-31	$8,064,619
Value of fidelity bond covering the plan	2021-03-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-03-31	$36,181
Other income received	2021-03-31	$401,658
Net income (gross income less expenses)	2021-03-31	$336,729
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$8,064,619
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : OMA, LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-1,793
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,316,447
Expenses. Total of all expenses incurred	2020-12-31	$39,387
Benefits paid (including direct rollovers)	2020-12-31	$32,318
Total plan assets at end of year	2020-12-31	$8,064,619
Total plan assets at beginning of year	2020-12-31	$6,789,352
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$130,941
Other income received	2020-12-31	$853,686
Net income (gross income less expenses)	2020-12-31	$1,277,060
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,064,619
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,789,352
Total contributions received or receivable from employer(s)	2020-12-31	$331,820
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : OMA, LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$2,445
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,424,920
Expenses. Total of all expenses incurred	2019-12-31	$120,625
Benefits paid (including direct rollovers)	2019-12-31	$114,680
Total plan assets at end of year	2019-12-31	$6,787,267
Total plan assets at beginning of year	2019-12-31	$5,480,527
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$165,207
Other income received	2019-12-31	$915,297
Net income (gross income less expenses)	2019-12-31	$1,304,295
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,784,822
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,480,527
Total contributions received or receivable from employer(s)	2019-12-31	$344,416
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : OMA, LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$159,426
Expenses. Total of all expenses incurred	2018-12-31	$2,576,657
Benefits paid (including direct rollovers)	2018-12-31	$2,570,501
Total plan assets at end of year	2018-12-31	$5,480,527
Total plan assets at beginning of year	2018-12-31	$7,897,758
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$168,938
Contributions received from other sources (not participants or employers)	2018-12-31	$15,932
Other income received	2018-12-31	$-369,264
Net income (gross income less expenses)	2018-12-31	$-2,417,231
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,480,527
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,897,758
Total contributions received or receivable from employer(s)	2018-12-31	$343,820
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OMA, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,562,334
Expenses. Total of all expenses incurred	2017-12-31	$4,517,033
Benefits paid (including direct rollovers)	2017-12-31	$4,512,687
Total plan assets at end of year	2017-12-31	$7,897,758
Total plan assets at beginning of year	2017-12-31	$10,852,457
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$179,245
Contributions received from other sources (not participants or employers)	2017-12-31	$2,595
Other income received	2017-12-31	$1,076,834
Net income (gross income less expenses)	2017-12-31	$-2,954,699
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,897,758
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,852,457
Total contributions received or receivable from employer(s)	2017-12-31	$303,660
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OMA, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,134,645
Expenses. Total of all expenses incurred	2016-12-31	$287,587
Benefits paid (including direct rollovers)	2016-12-31	$278,051
Total plan assets at end of year	2016-12-31	$10,852,457
Total plan assets at beginning of year	2016-12-31	$10,005,399
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$155,508
Other income received	2016-12-31	$669,652
Net income (gross income less expenses)	2016-12-31	$847,058
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,852,457
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,005,399
Total contributions received or receivable from employer(s)	2016-12-31	$309,485
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OMA, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$487,892
Expenses. Total of all expenses incurred	2015-12-31	$11,397
Benefits paid (including direct rollovers)	2015-12-31	$11,397
Total plan assets at end of year	2015-12-31	$10,005,399
Total plan assets at beginning of year	2015-12-31	$9,528,904
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$180,545
Contributions received from other sources (not participants or employers)	2015-12-31	$4,020
Other income received	2015-12-31	$-30,859
Net income (gross income less expenses)	2015-12-31	$476,495
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,005,399
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,528,904
Total contributions received or receivable from employer(s)	2015-12-31	$334,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OMA, LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$3,212
Total income from all sources	2014-12-31	$875,922
Expenses. Total of all expenses incurred	2014-12-31	$42,676
Benefits paid (including direct rollovers)	2014-12-31	$40,995
Total plan assets at end of year	2014-12-31	$9,528,904
Total plan assets at beginning of year	2014-12-31	$8,698,870
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$162,665
Expenses. Other expenses not covered elsewhere	2014-12-31	$338
Other income received	2014-12-31	$391,329
Net income (gross income less expenses)	2014-12-31	$833,246
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,528,904
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,695,658
Total contributions received or receivable from employer(s)	2014-12-31	$321,928
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : OMA, LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$3,212
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,674,698
Expenses. Total of all expenses incurred	2013-12-31	$1,134,414
Benefits paid (including direct rollovers)	2013-12-31	$1,134,414
Total plan assets at end of year	2013-12-31	$8,698,870
Total plan assets at beginning of year	2013-12-31	$8,155,374
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$156,719
Other income received	2013-12-31	$1,237,489
Net income (gross income less expenses)	2013-12-31	$540,284
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,695,658
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,155,374
Total contributions received or receivable from employer(s)	2013-12-31	$280,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OMA, LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,176,327
Expenses. Total of all expenses incurred	2012-12-31	$372,549
Benefits paid (including direct rollovers)	2012-12-31	$372,549
Total plan assets at end of year	2012-12-31	$8,155,374
Total plan assets at beginning of year	2012-12-31	$7,351,596
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$186,054
Other income received	2012-12-31	$710,725
Net income (gross income less expenses)	2012-12-31	$803,778
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,155,374
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,351,596
Total contributions received or receivable from employer(s)	2012-12-31	$279,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OMA, LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$453,336
Expenses. Total of all expenses incurred	2011-12-31	$1,305,608
Benefits paid (including direct rollovers)	2011-12-31	$1,305,241
Total plan assets at end of year	2011-12-31	$7,351,596
Total plan assets at beginning of year	2011-12-31	$8,203,868
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$194,232
Other income received	2011-12-31	$-50,500
Net income (gross income less expenses)	2011-12-31	$-852,272
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,351,596
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,203,868
Total contributions received or receivable from employer(s)	2011-12-31	$309,604
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OMA, LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,160,235
Expenses. Total of all expenses incurred	2010-12-31	$57,998
Benefits paid (including direct rollovers)	2010-12-31	$57,987
Total plan assets at end of year	2010-12-31	$8,203,868
Total plan assets at beginning of year	2010-12-31	$7,101,631
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$183,806
Expenses. Other expenses not covered elsewhere	2010-12-31	$11
Other income received	2010-12-31	$678,833
Net income (gross income less expenses)	2010-12-31	$1,102,237
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,203,868
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,101,631
Total contributions received or receivable from employer(s)	2010-12-31	$297,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OMA, LLC 401K 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 OMA, LLC 401K PROFIT SHARING PLAN

2021: OMA, LLC 401K PROFIT SHARING 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: OMA, LLC 401K PROFIT SHARING 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: OMA, LLC 401K PROFIT SHARING 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: OMA, LLC 401K PROFIT SHARING 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: OMA, LLC 401K 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: OMA, LLC 401K 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: OMA, LLC 401K 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: OMA, LLC 401K 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: OMA, LLC 401K 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: OMA, LLC 401K 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: OMA, LLC 401K 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
2009: OMA, LLC 401K 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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	8-013-970
Policy instance	1

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 ASSOCIATES, LLC
Employer identification number (EIN):	201080270
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number:	3512036942