WOOD & MYERS ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 75 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 0 |
| Total of all active and inactive participants | 2022-11-01 | 75 |
| 2021: 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 57 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 57 |
| 2020: 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 51 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 52 |
| 2019: 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 31 |
| Measure | Date | Value |
|---|
| 2023 : 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-10-31 | $21,203 |
| Total plan liabilities at beginning of year | 2023-10-31 | $19,424 |
| Total income from all sources | 2023-10-31 | $685,190 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $548,196 |
| Benefits paid (including direct rollovers) | 2023-10-31 | $201,356 |
| Total plan assets at end of year | 2023-10-31 | $373,159 |
| Total plan assets at beginning of year | 2023-10-31 | $234,386 |
| Value of fidelity bond covering the plan | 2023-10-31 | $450,000 |
| Total contributions received or receivable from participants | 2023-10-31 | $180,162 |
| Expenses. Other expenses not covered elsewhere | 2023-10-31 | $240,103 |
| Contributions received from other sources (not participants or employers) | 2023-10-31 | $0 |
| Other income received | 2023-10-31 | $266 |
| Net income (gross income less expenses) | 2023-10-31 | $136,994 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $351,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $214,962 |
| Total contributions received or receivable from employer(s) | 2023-10-31 | $504,762 |
| Value of corrective distributions | 2023-10-31 | $100,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-10-31 | $6,736 |
| 2022 : 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-31 | $21,203 |
| Total plan liabilities at beginning of year | 2022-10-31 | $19,424 |
| Total income from all sources | 2022-10-31 | $685,190 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $548,196 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $201,356 |
| Total plan assets at end of year | 2022-10-31 | $373,159 |
| Total plan assets at beginning of year | 2022-10-31 | $234,386 |
| Value of fidelity bond covering the plan | 2022-10-31 | $450,000 |
| Total contributions received or receivable from participants | 2022-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $240,103 |
| Contributions received from other sources (not participants or employers) | 2022-10-31 | $0 |
| Other income received | 2022-10-31 | $266 |
| Net income (gross income less expenses) | 2022-10-31 | $136,994 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $351,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $214,962 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $684,924 |
| Value of corrective distributions | 2022-10-31 | $100,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $6,736 |
| 2021 : 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-10-31 | $19,424 |
| Total plan liabilities at beginning of year | 2021-10-31 | $11,473 |
| Total income from all sources | 2021-10-31 | $511,156 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $335,408 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $145,739 |
| Total plan assets at end of year | 2021-10-31 | $234,386 |
| Total plan assets at beginning of year | 2021-10-31 | $50,687 |
| Value of fidelity bond covering the plan | 2021-10-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $152,539 |
| Other income received | 2021-10-31 | $64 |
| Net income (gross income less expenses) | 2021-10-31 | $175,748 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $214,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $39,214 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $511,092 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $37,130 |
| 2020 : 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-10-31 | $11,473 |
| Total plan liabilities at beginning of year | 2020-10-31 | $93,196 |
| Total income from all sources | 2020-10-31 | $317,991 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $278,777 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $122,590 |
| Total plan assets at end of year | 2020-10-31 | $50,687 |
| Total plan assets at beginning of year | 2020-10-31 | $93,196 |
| Value of fidelity bond covering the plan | 2020-10-31 | $450,000 |
| Total contributions received or receivable from participants | 2020-10-31 | $2,212 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $124,843 |
| Noncash contributions received | 2020-10-31 | $44 |
| Net income (gross income less expenses) | 2020-10-31 | $39,214 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $39,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $315,735 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $31,344 |
| 2019 : 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-10-31 | $93,196 |
| Total plan liabilities at beginning of year | 2019-10-31 | $15,837 |
| Total income from all sources | 2019-10-31 | $431,057 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $431,057 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $272,541 |
| Total plan assets at end of year | 2019-10-31 | $93,196 |
| Total plan assets at beginning of year | 2019-10-31 | $15,837 |
| Value of fidelity bond covering the plan | 2019-10-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $125,057 |
| Other income received | 2019-10-31 | $16 |
| Net income (gross income less expenses) | 2019-10-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $431,041 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $33,459 |
| 2022: 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Submission has been amended | No |
| 2022-11-01 | This submission is the final filing | No |
| 2022-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-11-01 | Plan is a collectively bargained plan | No |
| 2022-11-01 | Plan funding arrangement – Insurance | Yes |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
