401k Plan data: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN plan

SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C.

Employer identification number (EIN): 810384741

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRIAN LUDWIG 2024-01-15
002 2022-01-01 ROD M. GRIFFETH 2023-07-07
002 2021-01-01 ROD M. GRIFFETH 2022-10-12
002 2021-01-01 ROD M. GRIFFETH 2023-07-07
002 2020-01-01 ROD M. GRIFFETH 2021-07-13
002 2019-01-01 ROD M. GRIFFETH 2020-06-22
002 2018-01-01 ROD M. GRIFFETH 2019-08-19
002 2017-01-01 ROD M. GRIFFETH
002 2016-01-01 ROD M. GRIFFETH
002 2015-01-01 ROD M. GRIFFETH
002 2014-01-01 ROD M. GRIFFETH
002 2013-01-01 ROD M. GRIFFETH
002 2012-01-01 MACKAY HULL
002 2011-01-01 MACKAY HULL
002 2009-01-01 MACKAY J. HULL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	BRIAN LUDWIG	2024-01-15
002	2022-01-01	ROD M. GRIFFETH	2023-07-07
002	2021-01-01	ROD M. GRIFFETH	2022-10-12
002	2021-01-01	ROD M. GRIFFETH	2023-07-07
002	2020-01-01	ROD M. GRIFFETH	2021-07-13
002	2019-01-01	ROD M. GRIFFETH	2020-06-22
002	2018-01-01	ROD M. GRIFFETH	2019-08-19
002	2017-01-01	ROD M. GRIFFETH
002	2016-01-01	ROD M. GRIFFETH
002	2015-01-01	ROD M. GRIFFETH
002	2014-01-01	ROD M. GRIFFETH
002	2013-01-01	ROD M. GRIFFETH
002	2012-01-01	MACKAY HULL
002	2011-01-01	MACKAY HULL
002	2009-01-01	MACKAY J. HULL

Plan Statistics for SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22
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 6
Total of all active and inactive participants 2021-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 28
Number of participants with account balances 2021-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
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 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 20
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
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 5
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
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 5
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 3
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22
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	6
Total of all active and inactive participants	2021-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	28
Number of participants with account balances	2021-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
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	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	20
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
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	5
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
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	5
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	3
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-29	$0
Total plan liabilities at beginning of year	2023-12-29	$0
Total income from all sources	2023-12-29	$143,951
Expenses. Total of all expenses incurred	2023-12-29	$2,330,515
Benefits paid (including direct rollovers)	2023-12-29	$2,310,826
Total plan assets at end of year	2023-12-29	$0
Total plan assets at beginning of year	2023-12-29	$2,186,564
Value of fidelity bond covering the plan	2023-12-29	$500,000
Other income received	2023-12-29	$143,951
Net income (gross income less expenses)	2023-12-29	$-2,186,564
Net plan assets at end of year (total assets less liabilities)	2023-12-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-29	$2,186,564
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-29	$19,689
2022 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$18,844
Total income from all sources	2022-12-31	$-247,612
Expenses. Total of all expenses incurred	2022-12-31	$23,827
Total plan assets at end of year	2022-12-31	$2,186,564
Total plan assets at beginning of year	2022-12-31	$2,476,847
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$0
Other income received	2022-12-31	$-247,612
Net income (gross income less expenses)	2022-12-31	$-271,439
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,186,564
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,458,003
Total contributions received or receivable from employer(s)	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$23,827
2021 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$18,844
Total plan liabilities at beginning of year	2021-12-31	$19,073
Total income from all sources	2021-12-31	$472,363
Expenses. Total of all expenses incurred	2021-12-31	$22,229
Total plan assets at end of year	2021-12-31	$2,371,582
Total plan assets at beginning of year	2021-12-31	$1,940,521
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$86,866
Other income received	2021-12-31	$302,812
Net income (gross income less expenses)	2021-12-31	$450,134
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,371,582
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,921,448
Total contributions received or receivable from employer(s)	2021-12-31	$82,685
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$22,229
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$19,073
Total income from all sources	2020-12-31	$380,645
Expenses. Total of all expenses incurred	2020-12-31	$78,447
Benefits paid (including direct rollovers)	2020-12-31	$59,069
Total plan assets at end of year	2020-12-31	$1,940,521
Total plan assets at beginning of year	2020-12-31	$1,619,250
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$76,709
Expenses. Other expenses not covered elsewhere	2020-12-31	$19,378
Other income received	2020-12-31	$132,005
Net income (gross income less expenses)	2020-12-31	$302,198
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,921,448
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,619,250
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$171,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$45,677
2019 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$481,220
Expenses. Total of all expenses incurred	2019-12-31	$49,366
Benefits paid (including direct rollovers)	2019-12-31	$29,854
Total plan assets at end of year	2019-12-31	$1,619,250
Total plan assets at beginning of year	2019-12-31	$1,187,396
Value of fidelity bond covering the plan	2019-12-31	$500,000
Assets. Value of tangible personal property	2019-12-31	$45,677
Total contributions received or receivable from participants	2019-12-31	$76,268
Other income received	2019-12-31	$232,573
Net income (gross income less expenses)	2019-12-31	$431,854
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,619,250
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,187,396
Assets. Value of participant loans	2019-12-31	$1,599
Total contributions received or receivable from employer(s)	2019-12-31	$172,379
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$19,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$491
Total income from all sources	2018-12-31	$110,908
Expenses. Total of all expenses incurred	2018-12-31	$458,006
Benefits paid (including direct rollovers)	2018-12-31	$443,989
Total plan assets at end of year	2018-12-31	$1,187,396
Total plan assets at beginning of year	2018-12-31	$1,534,985
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of tangible personal property	2018-12-31	$47,534
Total contributions received or receivable from participants	2018-12-31	$51,732
Other income received	2018-12-31	$-85,193
Net income (gross income less expenses)	2018-12-31	$-347,098
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,187,396
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,534,494
Assets. Value of participant loans	2018-12-31	$1,960
Total contributions received or receivable from employer(s)	2018-12-31	$144,369
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,017
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$491
Total plan liabilities at beginning of year	2017-12-31	$10,111
Total income from all sources	2017-12-31	$308,647
Expenses. Total of all expenses incurred	2017-12-31	$737,947
Benefits paid (including direct rollovers)	2017-12-31	$729,781
Total plan assets at end of year	2017-12-31	$1,534,985
Total plan assets at beginning of year	2017-12-31	$1,973,905
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$52,848
Total contributions received or receivable from participants	2017-12-31	$51,414
Other income received	2017-12-31	$136,209
Net income (gross income less expenses)	2017-12-31	$-429,300
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,534,494
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,963,794
Total contributions received or receivable from employer(s)	2017-12-31	$121,024
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$10,111
Total plan liabilities at beginning of year	2016-12-31	$7,034
Total income from all sources	2016-12-31	$535,470
Expenses. Total of all expenses incurred	2016-12-31	$3,673,976
Benefits paid (including direct rollovers)	2016-12-31	$3,657,206
Total plan assets at end of year	2016-12-31	$1,973,905
Total plan assets at beginning of year	2016-12-31	$5,109,334
Value of fidelity bond covering the plan	2016-12-31	$500,000
Assets. Value of tangible personal property	2016-12-31	$59,058
Total contributions received or receivable from participants	2016-12-31	$49,527
Other income received	2016-12-31	$376,587
Net income (gross income less expenses)	2016-12-31	$-3,138,506
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,963,794
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,102,300
Total contributions received or receivable from employer(s)	2016-12-31	$109,356
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$7,034
Total income from all sources	2015-12-31	$61,980
Expenses. Total of all expenses incurred	2015-12-31	$152,332
Benefits paid (including direct rollovers)	2015-12-31	$135,974
Total plan assets at end of year	2015-12-31	$5,109,334
Total plan assets at beginning of year	2015-12-31	$5,192,652
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$50,660
Total contributions received or receivable from participants	2015-12-31	$38,778
Other income received	2015-12-31	$-115,842
Net income (gross income less expenses)	2015-12-31	$-90,352
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,102,300
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,192,652
Total contributions received or receivable from employer(s)	2015-12-31	$139,044
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$579,350
Expenses. Total of all expenses incurred	2014-12-31	$237,498
Benefits paid (including direct rollovers)	2014-12-31	$219,834
Total plan assets at end of year	2014-12-31	$5,192,652
Total plan assets at beginning of year	2014-12-31	$4,850,800
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$67,857
Other income received	2014-12-31	$319,425
Net income (gross income less expenses)	2014-12-31	$341,852
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,192,652
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,850,800
Total contributions received or receivable from employer(s)	2014-12-31	$259,925
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$823,115
Expenses. Total of all expenses incurred	2013-12-31	$66,668
Benefits paid (including direct rollovers)	2013-12-31	$53,102
Total plan assets at end of year	2013-12-31	$4,850,800
Total plan assets at beginning of year	2013-12-31	$4,094,353
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$68,038
Other income received	2013-12-31	$610,064
Net income (gross income less expenses)	2013-12-31	$756,447
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,850,800
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,094,353
Total contributions received or receivable from employer(s)	2013-12-31	$213,051
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,566
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$529,236
Expenses. Total of all expenses incurred	2012-12-31	$12,780
Benefits paid (including direct rollovers)	2012-12-31	$43
Total plan assets at end of year	2012-12-31	$4,094,353
Total plan assets at beginning of year	2012-12-31	$3,577,897
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$99,037
Other income received	2012-12-31	$343,874
Net income (gross income less expenses)	2012-12-31	$516,456
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,094,353
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,577,897
Total contributions received or receivable from employer(s)	2012-12-31	$185,362
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$13,411
Total income from all sources	2011-12-31	$196,048
Expenses. Total of all expenses incurred	2011-12-31	$54,526
Benefits paid (including direct rollovers)	2011-12-31	$44,216
Total plan assets at end of year	2011-12-31	$3,577,897
Total plan assets at beginning of year	2011-12-31	$3,449,786
Assets. Value of tangible personal property	2011-12-31	$12,531
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,310
Other income received	2011-12-31	$41,416
Net income (gross income less expenses)	2011-12-31	$141,522
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,577,897
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,436,375
Total contributions received or receivable from employer(s)	2011-12-31	$154,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$13,411
Total plan liabilities at beginning of year	2010-12-31	$106
Total income from all sources	2010-12-31	$376,559
Expenses. Total of all expenses incurred	2010-12-31	$7,378
Total plan assets at end of year	2010-12-31	$3,449,786
Total plan assets at beginning of year	2010-12-31	$3,067,300
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$11,371
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,378
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$376,559
Net income (gross income less expenses)	2010-12-31	$369,181
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,436,375
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,067,194
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN

2023: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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
2009: SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C. 401(K) 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 – 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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

88010299

Policy instance

Insurance contract or identification number	88010299
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

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Company Name:	SUMMIT ORAL SURGERY AND IMPLANT CENTER, P.C.
Employer identification number (EIN):	810384741
NAIC Classification:	621210
NAIC Description:	Offices of Dentists