401k Plan data: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN plan

OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN
Plan identification number	001

OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.
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

OAKLAND ORAL SURGERY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: OAKLAND ORAL SURGERY ASSOCIATES, PC

Employer identification number (EIN): 382256100

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK AZZOPARDI 2023-05-05
001 2021-01-01 MARK AZZOPARDI 2022-05-17
001 2020-01-01 MARK AZZOPARDI 2021-08-11 MARK AZZOPARDI 2021-08-11
001 2019-01-01 MARK AZZOPARDI 2020-07-12
001 2018-01-01 MARK AZZOPARDI 2019-09-19 MARK AZZOPARDI 2019-09-19
001 2017-01-01 DR. MARK AZZOPARDI
001 2017-01-01 MARK AZZOPARDI 2019-09-19 MARK AZZOPARDI 2019-09-19
001 2016-01-01 DR. MARK AZZOPARDI
001 2016-01-01 MARK AZZOPARDI 2019-09-17 MARK AZZOPARDI 2019-09-17
001 2015-01-01 DR. MARK AZZOPARDI
001 2015-01-01 MARK AZZOPARDI 2019-09-17 MARK AZZOPARDI 2019-09-17
001 2014-01-01 DR. MARK AZZOPARDI
001 2014-01-01 MARK AZZOPARDI 2019-09-17 MARK AZZOPARDI 2019-09-17
001 2013-01-01 DR. MARK AZZOPARDI
001 2013-01-01 MARK AZZOPARDI 2019-09-17 MARK AZZOPARDI 2019-09-17
001 2012-01-01 DR. MARK AZZOPARDI
001 2011-01-01 DR MARK AZZOPARDI
001 2011-01-01 MARK AZZOPARDI 2019-09-13 MARK AZZOPARDI 2019-09-13
001 2011-01-01 MARK AZZOPARDI 2019-09-13 MARK AZZOPARDI 2019-09-13
001 2010-01-01 DR MARK AZZOPARDI
001 2010-01-01 MARK AZZOPARDI 2019-09-13 MARK AZZOPARDI 2019-09-13
001 2009-01-01 DR MARK AZZOPARDI
001 2009-01-01 MARK AZZOPARDI 2019-09-13 MARK AZZOPARDI 2019-09-13
001 2008-01-01
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARK AZZOPARDI	2023-05-05
001	2021-01-01	MARK AZZOPARDI	2022-05-17
001	2020-01-01	MARK AZZOPARDI	2021-08-11	MARK AZZOPARDI	2021-08-11
001	2019-01-01	MARK AZZOPARDI	2020-07-12
001	2018-01-01	MARK AZZOPARDI	2019-09-19	MARK AZZOPARDI	2019-09-19
001	2017-01-01	DR. MARK AZZOPARDI
001	2017-01-01	MARK AZZOPARDI	2019-09-19	MARK AZZOPARDI	2019-09-19
001	2016-01-01	DR. MARK AZZOPARDI
001	2016-01-01	MARK AZZOPARDI	2019-09-17	MARK AZZOPARDI	2019-09-17
001	2015-01-01	DR. MARK AZZOPARDI
001	2015-01-01	MARK AZZOPARDI	2019-09-17	MARK AZZOPARDI	2019-09-17
001	2014-01-01	DR. MARK AZZOPARDI
001	2014-01-01	MARK AZZOPARDI	2019-09-17	MARK AZZOPARDI	2019-09-17
001	2013-01-01	DR. MARK AZZOPARDI
001	2013-01-01	MARK AZZOPARDI	2019-09-17	MARK AZZOPARDI	2019-09-17
001	2012-01-01	DR. MARK AZZOPARDI
001	2011-01-01	DR MARK AZZOPARDI
001	2011-01-01	MARK AZZOPARDI	2019-09-13	MARK AZZOPARDI	2019-09-13
001	2011-01-01	MARK AZZOPARDI	2019-09-13	MARK AZZOPARDI	2019-09-13
001	2010-01-01	DR MARK AZZOPARDI
001	2010-01-01	MARK AZZOPARDI	2019-09-13	MARK AZZOPARDI	2019-09-13
001	2009-01-01	DR MARK AZZOPARDI
001	2009-01-01	MARK AZZOPARDI	2019-09-13	MARK AZZOPARDI	2019-09-13
001	2008-01-01
001	2007-01-01

Plan Statistics for OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2017: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 39
Total participants 2017-01-01 39
Number of participants with account balances 2017-01-01 39
2016: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 34
Total participants 2016-01-01 34
Number of participants with account balances 2016-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
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 30
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
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 32
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 31
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 32
Total participants 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 31
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
2010: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 30
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 32
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 32
2009: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33
2008: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 35
Total of all active and inactive participants 2008-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 35
Number of participants with account balances 2008-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 32
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 33
Number of participants with account balances 2007-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2017: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	39
Total participants	2017-01-01	39
Number of participants with account balances	2017-01-01	39
2016: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	34
Total participants	2016-01-01	34
Number of participants with account balances	2016-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
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	30
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
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	32
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	31
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	32
Total participants	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	31
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
2010: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	30
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	32
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	32
2009: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33
2008: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	35
Total of all active and inactive participants	2008-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	35
Number of participants with account balances	2008-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	32
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	33
Number of participants with account balances	2007-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2017 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$306
Total income from all sources	2017-12-31	$858,534
Expenses. Total of all expenses incurred	2017-12-31	$49,948
Benefits paid (including direct rollovers)	2017-12-31	$7,200
Total plan assets at end of year	2017-12-31	$5,540,530
Total plan assets at beginning of year	2017-12-31	$4,731,638
Expenses. Other expenses not covered elsewhere	2017-12-31	$42,748
Contributions received from other sources (not participants or employers)	2017-12-31	$78,373
Other income received	2017-12-31	$617,373
Net income (gross income less expenses)	2017-12-31	$808,586
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,540,224
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,731,638
Total contributions received or receivable from employer(s)	2017-12-31	$162,788
2016 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$26
Total income from all sources	2016-12-31	$447,846
Expenses. Total of all expenses incurred	2016-12-31	$169,660
Benefits paid (including direct rollovers)	2016-12-31	$129,487
Total plan assets at end of year	2016-12-31	$4,731,638
Total plan assets at beginning of year	2016-12-31	$4,453,478
Value of fidelity bond covering the plan	2016-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$40,173
Other income received	2016-12-31	$315,648
Net income (gross income less expenses)	2016-12-31	$278,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,731,638
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,453,452
Total contributions received or receivable from employer(s)	2016-12-31	$132,198
2015 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$26
Total plan liabilities at beginning of year	2015-12-31	$27
Total income from all sources	2015-12-31	$279,912
Expenses. Total of all expenses incurred	2015-12-31	$243,652
Benefits paid (including direct rollovers)	2015-12-31	$194,607
Total plan assets at end of year	2015-12-31	$4,453,478
Total plan assets at beginning of year	2015-12-31	$4,417,219
Value of fidelity bond covering the plan	2015-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$49,045
Other income received	2015-12-31	$149,234
Net income (gross income less expenses)	2015-12-31	$36,260
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,453,452
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,417,192
Total contributions received or receivable from employer(s)	2015-12-31	$130,678
2014 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$27
Total income from all sources	2014-12-31	$177,102
Expenses. Total of all expenses incurred	2014-12-31	$106,624
Benefits paid (including direct rollovers)	2014-12-31	$62,913
Total plan assets at end of year	2014-12-31	$4,417,219
Total plan assets at beginning of year	2014-12-31	$4,346,714
Value of fidelity bond covering the plan	2014-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$43,711
Other income received	2014-12-31	$40,602
Net income (gross income less expenses)	2014-12-31	$70,478
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,417,192
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,346,714
Total contributions received or receivable from employer(s)	2014-12-31	$136,500
2013 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$316,789
Expenses. Total of all expenses incurred	2013-12-31	$192,776
Benefits paid (including direct rollovers)	2013-12-31	$152,229
Total plan assets at end of year	2013-12-31	$4,346,714
Total plan assets at beginning of year	2013-12-31	$4,222,701
Value of fidelity bond covering the plan	2013-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$40,547
Other income received	2013-12-31	$175,341
Net income (gross income less expenses)	2013-12-31	$124,013
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,346,714
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,222,701
Total contributions received or receivable from employer(s)	2013-12-31	$141,448
2012 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$525,419
Expenses. Total of all expenses incurred	2012-12-31	$263,504
Benefits paid (including direct rollovers)	2012-12-31	$231,999
Total plan assets at end of year	2012-12-31	$4,222,701
Total plan assets at beginning of year	2012-12-31	$3,960,786
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$31,505
Other income received	2012-12-31	$382,026
Net income (gross income less expenses)	2012-12-31	$261,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,222,701
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,960,786
Total contributions received or receivable from employer(s)	2012-12-31	$143,393
2011 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$142,622
Expenses. Total of all expenses incurred	2011-12-31	$293,330
Benefits paid (including direct rollovers)	2011-12-31	$290,835
Total plan assets at end of year	2011-12-31	$3,960,786
Total plan assets at beginning of year	2011-12-31	$4,111,494
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,495
Other income received	2011-12-31	$9,135
Net income (gross income less expenses)	2011-12-31	$-150,708
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,960,786
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,111,494
Assets. Value of participant loans	2011-12-31	$175,831
Total contributions received or receivable from employer(s)	2011-12-31	$133,487
2010 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$533,581
Expenses. Total of all expenses incurred	2010-12-31	$104,140
Benefits paid (including direct rollovers)	2010-12-31	$101,969
Total plan assets at end of year	2010-12-31	$4,111,494
Total plan assets at beginning of year	2010-12-31	$3,682,053
Value of fidelity bond covering the plan	2010-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,171
Other income received	2010-12-31	$395,711
Net income (gross income less expenses)	2010-12-31	$429,441
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,111,494
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,682,053
Assets. Value of participant loans	2010-12-31	$178,871
Total contributions received or receivable from employer(s)	2010-12-31	$137,870
2008 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at end of year	2008-12-31	$8,797
Total plan liabilities at beginning of year	2008-12-31	$82,975
Total income from all sources	2008-12-31	$-569,445
Expenses. Total of all expenses incurred	2008-12-31	$28,592
Benefits paid (including direct rollovers)	2008-12-31	$10,050
Total plan assets at end of year	2008-12-31	$3,310,490
Total plan assets at beginning of year	2008-12-31	$3,982,705
Value of fidelity bond covering the plan	2008-12-31	$300,000
Total contributions received or receivable from participants	2008-12-31	$102,700
Contributions received from other sources (not participants or employers)	2008-12-31	$14
Other income received	2008-12-31	$-915,190
Net income (gross income less expenses)	2008-12-31	$-598,037
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$3,301,693
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$3,899,730
Assets. Value of participant loans	2008-12-31	$133,199
Total contributions received or receivable from employer(s)	2008-12-31	$243,031
Value of corrective distributions	2008-12-31	$8,797
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$9,745
2007 : OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$-79,163
Total plan liabilities at end of year	2007-12-31	$82,975
Total plan liabilities at beginning of year	2007-12-31	$585
Total income from all sources	2007-12-31	$702,293
Expenses. Total of all expenses incurred	2007-12-31	$101,606
Benefits paid (including direct rollovers)	2007-12-31	$76,346
Total plan assets at end of year	2007-12-31	$3,982,705
Total plan assets at beginning of year	2007-12-31	$3,368,467
Value of fidelity bond covering the plan	2007-12-31	$300,000
Total contributions received or receivable from participants	2007-12-31	$46,280
Expenses. Other expenses not covered elsewhere	2007-12-31	$25,260
Contributions received from other sources (not participants or employers)	2007-12-31	$89,955
Other income received	2007-12-31	$324,713
Net income (gross income less expenses)	2007-12-31	$600,687
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$3,899,730
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$3,367,882
Assets. Value of participant loans	2007-12-31	$82,975
Total contributions received or receivable from employer(s)	2007-12-31	$241,345

Form 5500 Responses for OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN

2017: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: OAKLAND ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

7323798

Policy instance

Insurance contract or identification number	7323798
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

9795077

Policy instance

Insurance contract or identification number	9795077
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

7323798

Policy instance

Insurance contract or identification number	7323798
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

9795077

Policy instance

Insurance contract or identification number	9795077
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	OAKLAND ORAL SURGERY ASSOCIATES, PC
Employer identification number (EIN):	382256100
NAIC Classification:	621210
NAIC Description:	Offices of Dentists