401k Plan data: OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN plan

OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	002

OSAGE DENTAL GROUP 401(K) 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
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OSAGE DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: OSAGE DENTAL GROUP

Employer identification number (EIN): 431448640

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01 LEO J. BURKE 2020-10-13
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 LEO BURKE 2015-03-03 LEO BURKE 2015-03-03
002 2013-01-01 LEO J. BURKE, D.D.S. 2014-03-25 LEO J. BURKE, D.D.S. 2014-03-25
002 2012-01-01 LEO BURKE 2013-04-10 LEO BURKE 2013-04-10
002 2011-01-01 LEO BURKE 2012-05-16 LEO BURKE 2012-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01	LEO J. BURKE	2020-10-13
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	LEO BURKE	2015-03-03	LEO BURKE	2015-03-03
002	2013-01-01	LEO J. BURKE, D.D.S.	2014-03-25	LEO J. BURKE, D.D.S.	2014-03-25
002	2012-01-01	LEO BURKE	2013-04-10	LEO BURKE	2013-04-10
002	2011-01-01	LEO BURKE	2012-05-16	LEO BURKE	2012-05-16

Financial Data on OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : OSAGE DENTAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$241,285
Expenses. Total of all expenses incurred	2010-12-31	$135,306
Benefits paid (including direct rollovers)	2010-12-31	$135,306
Total plan assets at end of year	2010-12-31	$1,878,599
Total plan assets at beginning of year	2010-12-31	$1,772,620
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$61,097
Other income received	2010-12-31	$92,182
Net income (gross income less expenses)	2010-12-31	$105,979
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,878,599
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,772,620
Assets. Value of participant loans	2010-12-31	$37,602
Total contributions received or receivable from employer(s)	2010-12-31	$88,006

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-815256

Policy instance

Insurance contract or identification number	GA-815256
Number of Individuals Covered	21
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,867
Total amount of fees paid to insurance company	USD $1,937
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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:	OSAGE DENTAL GROUP
Employer identification number (EIN):	431448640
NAIC Classification:	621210
NAIC Description:	Offices of Dentists