401k Plan data: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN plan

ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 401k Plan overview

Plan Name	ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN
Plan identification number	001

ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K 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
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.
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 SURGERY ASSOCIATES OF NORTH TEXAS, PC has sponsored the creation of one or more 401k plans.

Company Name: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC

Employer identification number (EIN): 752811897

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 COLIN BELL 2020-02-25
001 2018-01-01 COLIN BELL 2019-07-05
001 2017-01-01 COLIN BELL 2018-06-01
001 2016-01-01 COLIN BELL 2017-02-28
001 2015-01-01 COLIN BELL 2016-04-05
001 2014-01-01 COLIN BELL 2015-03-24
001 2013-01-01 COLIN BELL
001 2012-01-01 COLIN BELL
001 2011-01-01 COLIN BELL
001 2010-01-01 COLIN BELL
001 2009-01-01 COLIN S. BELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	COLIN BELL	2020-02-25
001	2018-01-01	COLIN BELL	2019-07-05
001	2017-01-01	COLIN BELL	2018-06-01
001	2016-01-01	COLIN BELL	2017-02-28
001	2015-01-01	COLIN BELL	2016-04-05
001	2014-01-01	COLIN BELL	2015-03-24
001	2013-01-01	COLIN BELL
001	2012-01-01	COLIN BELL
001	2011-01-01	COLIN BELL
001	2010-01-01	COLIN BELL
001	2009-01-01	COLIN S. BELL

Plan Statistics for ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN

Measure Date Value
2013: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
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 4
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 20
2011: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 25
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
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 4
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
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	4
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	20
2011: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	25
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
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	4
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN

Measure	Date	Value
2013 : ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$531,792
Expenses. Total of all expenses incurred	2013-12-31	$87,072
Benefits paid (including direct rollovers)	2013-12-31	$87,072
Total plan assets at end of year	2013-12-31	$4,257,903
Total plan assets at beginning of year	2013-12-31	$3,813,183
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$77,900
Other income received	2013-12-31	$279,835
Net income (gross income less expenses)	2013-12-31	$444,720
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,257,903
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,813,183
Total contributions received or receivable from employer(s)	2013-12-31	$174,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$552,630
Expenses. Total of all expenses incurred	2012-12-31	$485,935
Benefits paid (including direct rollovers)	2012-12-31	$455,823
Total plan assets at end of year	2012-12-31	$3,813,183
Total plan assets at beginning of year	2012-12-31	$3,746,488
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$75,900
Expenses. Other expenses not covered elsewhere	2012-12-31	$30,112
Other income received	2012-12-31	$305,509
Net income (gross income less expenses)	2012-12-31	$66,695
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,813,183
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,746,488
Total contributions received or receivable from employer(s)	2012-12-31	$171,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,012,738
Expenses. Total of all expenses incurred	2011-12-31	$45,047
Benefits paid (including direct rollovers)	2011-12-31	$15,690
Total plan assets at end of year	2011-12-31	$3,746,488
Total plan assets at beginning of year	2011-12-31	$2,778,797
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$72,700
Contributions received from other sources (not participants or employers)	2011-12-31	$652,185
Other income received	2011-12-31	$110,013
Net income (gross income less expenses)	2011-12-31	$967,691
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,746,488
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,778,797
Total contributions received or receivable from employer(s)	2011-12-31	$177,840
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$29,357
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$449,470
Expenses. Total of all expenses incurred	2010-12-31	$122,009
Benefits paid (including direct rollovers)	2010-12-31	$96,813
Total plan assets at end of year	2010-12-31	$2,778,797
Total plan assets at beginning of year	2010-12-31	$2,451,336
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$71,500
Other income received	2010-12-31	$206,120
Net income (gross income less expenses)	2010-12-31	$327,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,778,797
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,451,336
Total contributions received or receivable from employer(s)	2010-12-31	$171,850
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K 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 ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN

2013: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K 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
2010: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC 401K 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

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Company Name:	ORAL SURGERY ASSOCIATES OF NORTH TEXAS, PC
Employer identification number (EIN):	752811897
NAIC Classification:	621210
NAIC Description:	Offices of Dentists