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DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameDFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN
Plan identification number 001

DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DFW ORAL SURGEONS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DFW ORAL SURGEONS, PLLC
Employer identification number (EIN):272693979
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DFW ORAL SURGEONS, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-05-25
Company Identification Number: 0801274126
Legal Registered Office Address: 4421 LONG PRAIRIE RD STE 100

FLOWER MOUND
United States of America (USA)
75028

More information about DFW ORAL SURGEONS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01JOHN C. SHILLINGBURG, DDS2020-10-09
0012018-01-01JOHN C. SHILLINGBURG, DDS2019-06-12
0012017-01-01JOHN C. SHILLINGBURG, DDS2018-09-11
0012016-01-01DR. JOHN SHILLINGBURG2017-06-13 DR. JOHN SHILLINGBURG2017-06-13
0012015-01-01DR. JOHN SHILLINGBURG2016-05-07 DR. JOHN SHILLINGBURG2016-05-07
0012014-01-01LEE ONEACRE2015-07-08 LEE ONEACRE2015-07-08
0012013-01-01LEE ONEACRE2014-06-24 LEE ONEACRE2014-06-24
0012012-01-01LEE ONEACRE LEE ONEACRE2013-07-05
0012011-01-01LEE ONEACRE LEE ONEACRE2012-04-07

Financial Data on DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN

Measure Date Value
2012 : DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$213,528
Expenses. Total of all expenses incurred2012-12-31$117,197
Benefits paid (including direct rollovers)2012-12-31$117,197
Total plan assets at end of year2012-12-31$947,662
Total plan assets at beginning of year2012-12-31$851,331
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$45,764
Other income received2012-12-31$103,527
Net income (gross income less expenses)2012-12-31$96,331
Net plan assets at end of year (total assets less liabilities)2012-12-31$947,662
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$851,331
Assets. Value of participant loans2012-12-31$4,685
Total contributions received or receivable from employer(s)2012-12-31$64,237
2011 : DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,150
Expenses. Total of all expenses incurred2011-12-31$82,537
Benefits paid (including direct rollovers)2011-12-31$82,537
Total plan assets at end of year2011-12-31$851,331
Total plan assets at beginning of year2011-12-31$927,718
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$29,414
Other income received2011-12-31$-63,787
Net income (gross income less expenses)2011-12-31$-76,387
Net plan assets at end of year (total assets less liabilities)2011-12-31$851,331
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$927,718
Assets. Value of participant loans2011-12-31$5,647
Total contributions received or receivable from employer(s)2011-12-31$40,523
2010 : DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$202,958
Expenses. Total of all expenses incurred2010-12-31$12,300
Benefits paid (including direct rollovers)2010-12-31$12,300
Total plan assets at end of year2010-12-31$927,718
Total plan assets at beginning of year2010-12-31$737,060
Value of fidelity bond covering the plan2010-12-31$120,000
Total contributions received or receivable from participants2010-12-31$26,923
Other income received2010-12-31$119,950
Net income (gross income less expenses)2010-12-31$190,658
Net plan assets at end of year (total assets less liabilities)2010-12-31$927,718
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$737,060
Assets. Value of participant loans2010-12-31$6,000
Total contributions received or receivable from employer(s)2010-12-31$56,085

Form 5500 Responses for DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN

2012: DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DFW ORAL SURGEONS, PLLC PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-JT53
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-JT53
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-JT53
Policy instance 1

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