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F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameF.O.M.S. GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 002

F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRESNO ORAL SURGERY GROUP has sponsored the creation of one or more 401k plans.

Company Name:FRESNO ORAL SURGERY GROUP
Employer identification number (EIN):946215713
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ALLEN CHIEN2023-05-18
0022021-01-01ALLEN CHIEN2022-07-26
0022020-01-01ALLEN CHIEN2021-09-24
0022019-01-01ALLEN CHIEN2020-04-15
0022018-01-01ALLEN CHIEN2019-07-15
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01ALLEN CHIEN2016-10-17 ALLEN CHIEN2016-10-17
0022014-01-01ALLEN CHIEN2015-10-08 ALLEN CHIEN2015-10-08
0022013-01-01ALLEN T.CHIEN ALLEN T.CHIEN2014-09-18
0022012-01-01ALLEN CHIEN ALLEN CHIEN2013-10-03
0022011-01-01ALLEN CHIEN ALLEN CHIEN2012-10-09
0022010-01-01ALLEN CHIEN ALLEN CHIEN2011-10-13
0022009-01-01ALLEN CHIEN ALLEN CHIEN2010-10-14
0022009-01-01GERALD ALEXANDER GERALD ALEXANDER2010-10-13

Plan Statistics for F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0128
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0131
Total number of active participants reported on line 7a of the Form 55002010-01-0123
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0129
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$22
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,831,150
Expenses. Total of all expenses incurred2013-12-31$357,494
Benefits paid (including direct rollovers)2013-12-31$320,915
Total plan assets at end of year2013-12-31$10,637,509
Total plan assets at beginning of year2013-12-31$9,163,831
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$55,916
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,655,724
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,473,656
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,637,487
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,163,831
Assets. Value of participant loans2013-12-31$56,636
Assets. Value of real-estate (other than employer real property)2013-12-31$98,050
Total contributions received or receivable from employer(s)2013-12-31$119,510
Value of certain deemed distributions of participant loans2013-12-31$36,579
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$100
Total income from all sources2012-12-31$1,444,386
Expenses. Total of all expenses incurred2012-12-31$2,301,227
Benefits paid (including direct rollovers)2012-12-31$2,271,010
Total plan assets at end of year2012-12-31$9,163,831
Total plan assets at beginning of year2012-12-31$10,020,772
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$30,048
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$12,957
Other income received2012-12-31$1,294,767
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-856,841
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,163,831
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$10,020,672
Assets. Value of participant loans2012-12-31$98,644
Assets. Value of real-estate (other than employer real property)2012-12-31$98,050
Total contributions received or receivable from employer(s)2012-12-31$106,614
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$30,217
2011 : F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$100
Total plan liabilities at beginning of year2011-12-31$3,020
Total income from all sources2011-12-31$501,458
Expenses. Total of all expenses incurred2011-12-31$267,279
Benefits paid (including direct rollovers)2011-12-31$234,430
Total plan assets at end of year2011-12-31$10,020,772
Total plan assets at beginning of year2011-12-31$9,789,513
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$12,103
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$343,355
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$234,179
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,020,672
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,786,493
Assets. Value of participant loans2011-12-31$112,018
Assets. Value of real-estate (other than employer real property)2011-12-31$98,050
Total contributions received or receivable from employer(s)2011-12-31$146,000
Value of certain deemed distributions of participant loans2011-12-31$5,788
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$27,061
2010 : F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$3,020
Total plan liabilities at beginning of year2010-12-31$2,228
Total income from all sources2010-12-31$1,589,520
Expenses. Total of all expenses incurred2010-12-31$285,103
Benefits paid (including direct rollovers)2010-12-31$254,164
Total plan assets at end of year2010-12-31$9,789,513
Total plan assets at beginning of year2010-12-31$8,484,304
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$6,325
Expenses. Other expenses not covered elsewhere2010-12-31$30,639
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,437,195
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,304,417
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,786,493
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,482,076
Assets. Value of participant loans2010-12-31$25,146
Assets. Value of real-estate (other than employer real property)2010-12-31$98,050
Total contributions received or receivable from employer(s)2010-12-31$146,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$300

Form 5500 Responses for F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN

2013: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: F.O.M.S. GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99536
Policy instance 1
Insurance contract or identification number99536
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,830
Amount paid for insurance broker fees4530
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameCKS EMPLOYEE BENEFIT SYSTEMS, INC.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberZ5067
Policy instance 1
Insurance contract or identification numberZ5067
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99536
Policy instance 2
Insurance contract or identification number99536
Number of Individuals Covered25
Insurance policy start date2011-01-20
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,743
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberZ5067
Policy instance 1
Insurance contract or identification numberZ5067
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees248
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?3
Insurance broker nameROBERT M. ESTRADA

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