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ORAL SURGERY OF ERIE, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY OF ERIE, PC PROFIT SHARING PLAN
Plan identification number 001

ORAL SURGERY OF ERIE, PC 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.
  • 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 OF ERIE, PC has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY OF ERIE, PC
Employer identification number (EIN):251203434
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 OF ERIE, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATT SIMMONS2024-05-08
0012022-01-01MATT SIMMONS2023-05-08
0012021-01-01MATT SIMMONS2022-05-05
0012020-01-01MATT SIMMONS2021-06-24
0012019-01-01MATT SIMMONS2020-05-29
0012018-01-01MATT SIMMONS2019-07-21 MATT SIMMONS2019-07-21
0012017-01-01MATT SIMMONS2018-07-30
0012016-01-01MATT SIMMONS2017-06-18
0012015-01-01MATT SIMMONS2016-08-14
0012014-01-01MATT SIMMONS2015-06-09
0012013-01-01MATT SIMMONS2014-09-22
0012012-01-01JESSICA BERRY2013-10-15 JESSICA BERRY2013-10-15
0012011-01-01MATT SIMMONS2012-10-12
0012010-01-01MATT SIMMONS2011-10-17

Financial Data on ORAL SURGERY OF ERIE, PC PROFIT SHARING PLAN

Measure Date Value
2025 : ORAL SURGERY OF ERIE, PC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-230
Total liabilities as of the end of the plan year2025-05-230
Total liabilities as of the beginning of the plan year2025-05-230
Total expenses incurred by plan in this plan year2025-05-23351103
Net assets as of the end of the plan year2025-05-233177956
Total assets as of the beginning of the plan year2025-05-233078605
Value of plan covered by a fidelity bond2025-05-23500000
Participant contributions to plan in this plan year2025-05-2336727
Value of participant loans at end of plan year2025-05-2345339
Other expenses paid from plan in this plan year2025-05-230
Other contributions to plan in this plan year2025-05-230
Other income to plan in this plan year2025-05-23402210
Plan net income in this plan year2025-05-2399351
Net assets as of the end of the plan year2025-05-233177956
Net assets as of the beginning of the plan year2025-05-233078605
Employer contributions to plan in this plan year2025-05-2311517
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-23385
2024 : ORAL SURGERY OF ERIE, PC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-088417
Net assets as of the end of the plan year2024-05-083078605
Total assets as of the beginning of the plan year2024-05-082546344
Value of plan covered by a fidelity bond2024-05-08500000
Participant contributions to plan in this plan year2024-05-0833277
Value of participant loans at end of plan year2024-05-0843684
Other expenses paid from plan in this plan year2024-05-08235
Other income to plan in this plan year2024-05-08496673
Plan net income in this plan year2024-05-08532261
Net assets as of the end of the plan year2024-05-083078605
Net assets as of the beginning of the plan year2024-05-082546344
Employer contributions to plan in this plan year2024-05-0810728

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