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ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN
Plan identification number 001

ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C.
Employer identification number (EIN):204337553
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. ANDREW CHEUNG2024-07-18
0012022-01-01DR. ANDREW CHEUNG2023-10-07
0012021-01-01DR. ANDREW CHEUNG2022-09-07
0012020-01-01DR. ANDREW CHEUNG2021-09-17
0012019-01-01DR. ANDREW CHEUNG2020-09-25
0012018-01-01DR. ANDREW CHEUNG2019-09-16
0012017-01-01DR. ANDREW CHEUNG
0012016-01-01DR. ANDREW CHEUNG
0012015-01-01DR. ANDREW CHEUNG
0012014-01-01DR. ANDREW CHEUNG
0012013-01-01DR. ANDREW CHEUNG
0012012-01-01DR. ANDREW CHEUNG

Plan Statistics for ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN

401k plan membership statisitcs for ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN

Measure Date Value
2025: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2427
Total number of particpants at end of year2025-09-2425
Number of Participants With Account Balances2025-09-2425
2024: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1826
Total number of particpants at end of year2024-07-1826
Number of Participants With Account Balances2024-07-1826
2022: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-0727
Total number of particpants at end of year2022-09-0728
Number of Participants With Account Balances2022-09-0728
2017: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0132
Number of participants with account balances2016-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
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 balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN

Measure Date Value
2025 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-24178587
Net assets as of the end of the plan year2025-09-245680635
Total assets as of the beginning of the plan year2025-09-244950472
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-2492066
Value of participant loans at end of plan year2025-09-2436413
Other income to plan in this plan year2025-09-24688557
Plan net income in this plan year2025-09-24730163
Net assets as of the end of the plan year2025-09-245680635
Net assets as of the beginning of the plan year2025-09-244950472
Employer contributions to plan in this plan year2025-09-24128127
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2432103
2024 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1868661
Net assets as of the end of the plan year2024-07-184950472
Total assets as of the beginning of the plan year2024-07-183970454
Value of plan covered by a fidelity bond2024-07-18500000
Participant contributions to plan in this plan year2024-07-18105917
Value of participant loans at end of plan year2024-07-1816864
Other income to plan in this plan year2024-07-18791764
Plan net income in this plan year2024-07-18980018
Net assets as of the end of the plan year2024-07-184950472
Net assets as of the beginning of the plan year2024-07-183970454
Employer contributions to plan in this plan year2024-07-18150998
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1827852
2022 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-07487591
Net assets as of the end of the plan year2022-09-074643047
Total assets as of the beginning of the plan year2022-09-074198234
Value of plan covered by a fidelity bond2022-09-07500000
Participant contributions to plan in this plan year2022-09-0787937
Value of participant loans at end of plan year2022-09-074782
Other income to plan in this plan year2022-09-07698088
Plan net income in this plan year2022-09-07444813
Net assets as of the end of the plan year2022-09-074643047
Net assets as of the beginning of the plan year2022-09-074198234
Employer contributions to plan in this plan year2022-09-07146379
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-0730069
2017 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,282,008
Expenses. Total of all expenses incurred2017-12-31$731,804
Benefits paid (including direct rollovers)2017-12-31$698,848
Total plan assets at end of year2017-12-31$6,450,564
Total plan assets at beginning of year2017-12-31$5,900,360
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$83,875
Other income received2017-12-31$1,056,000
Net income (gross income less expenses)2017-12-31$550,204
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,450,564
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,900,360
Assets. Value of participant loans2017-12-31$51,474
Total contributions received or receivable from employer(s)2017-12-31$142,133
Value of certain deemed distributions of participant loans2017-12-31$32,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$653,863
Expenses. Total of all expenses incurred2016-12-31$160,038
Benefits paid (including direct rollovers)2016-12-31$128,904
Total plan assets at end of year2016-12-31$5,900,360
Total plan assets at beginning of year2016-12-31$5,406,535
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$94,294
Contributions received from other sources (not participants or employers)2016-12-31$1,355
Other income received2016-12-31$416,428
Net income (gross income less expenses)2016-12-31$493,825
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,900,360
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,406,535
Assets. Value of participant loans2016-12-31$88,482
Total contributions received or receivable from employer(s)2016-12-31$141,786
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$31,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$279,548
Expenses. Total of all expenses incurred2015-12-31$47,692
Benefits paid (including direct rollovers)2015-12-31$19,142
Total plan assets at end of year2015-12-31$5,406,535
Total plan assets at beginning of year2015-12-31$5,174,679
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$127,652
Expenses. Other expenses not covered elsewhere2015-12-31$28,550
Other income received2015-12-31$-26,892
Net income (gross income less expenses)2015-12-31$231,856
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,406,535
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,174,679
Assets. Value of participant loans2015-12-31$55,287
Total contributions received or receivable from employer(s)2015-12-31$178,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$517,603
Expenses. Total of all expenses incurred2014-12-31$89,181
Benefits paid (including direct rollovers)2014-12-31$62,151
Total plan assets at end of year2014-12-31$5,174,679
Total plan assets at beginning of year2014-12-31$4,746,257
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$121,839
Other income received2014-12-31$232,515
Net income (gross income less expenses)2014-12-31$428,422
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,174,679
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,746,257
Assets. Value of participant loans2014-12-31$47,387
Total contributions received or receivable from employer(s)2014-12-31$163,249
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$27,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$938,054
Expenses. Total of all expenses incurred2013-12-31$35,277
Benefits paid (including direct rollovers)2013-12-31$12,228
Total plan assets at end of year2013-12-31$4,746,257
Total plan assets at beginning of year2013-12-31$3,843,480
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$117,363
Contributions received from other sources (not participants or employers)2013-12-31$36,642
Other income received2013-12-31$613,508
Net income (gross income less expenses)2013-12-31$902,777
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,746,257
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,843,480
Assets. Value of participant loans2013-12-31$46,932
Total contributions received or receivable from employer(s)2013-12-31$170,541
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$733,098
Expenses. Total of all expenses incurred2012-12-31$93,538
Benefits paid (including direct rollovers)2012-12-31$75,996
Total plan assets at end of year2012-12-31$3,843,480
Total plan assets at beginning of year2012-12-31$3,203,920
Total contributions received or receivable from participants2012-12-31$148,775
Expenses. Other expenses not covered elsewhere2012-12-31$17,542
Contributions received from other sources (not participants or employers)2012-12-31$7,323
Other income received2012-12-31$390,709
Net income (gross income less expenses)2012-12-31$639,560
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,843,480
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,203,920
Assets. Value of participant loans2012-12-31$39,468
Total contributions received or receivable from employer(s)2012-12-31$186,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN

2017: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT 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: ORAL SURGERY SPECIALISTS OF TENNESSEE, P.C. RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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