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ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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.
  • 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 ASSOCIATES OF SOUTHERN TIER has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES OF SOUTHERN TIER
Employer identification number (EIN):262497687
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK A. DREHER, DDS, MD, PRESIDENT2015-04-21
0012013-01-01MARK A. DREHER, DDS, MD, PRESIDENT2014-06-20
0012012-01-01MARK DREHER2014-02-12
0012011-01-01MARK DREHER2012-08-15
0012010-01-01MARK DREHER2011-06-24

Plan Statistics for ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-237
Total number of particpants at end of year2022-06-230
Number of Participants With Account Balances2022-06-230
Total number of particpants at beginning of year2022-03-016
Total number of particpants at end of year2022-03-017
Number of Participants With Account Balances2022-03-017

Financial Data on ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : ORAL SURGERY ASSOCIATES OF SOUTHERN TIER EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-230
Total liabilities as of the end of the plan year2022-06-230
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-231455382
Net assets as of the end of the plan year2022-06-230
Total assets as of the beginning of the plan year2022-06-231455346
Value of plan covered by a fidelity bond2022-06-23145535
Participant contributions to plan in this plan year2022-06-230
Other expenses paid from plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-2336
Plan net income in this plan year2022-06-23-1455346
Net assets as of the end of the plan year2022-06-230
Net assets as of the beginning of the plan year2022-06-231455346
Employer contributions to plan in this plan year2022-06-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2336
Total transfers to/from plan in this plan year2022-03-010
Total liabilities as of the end of the plan year2022-03-010
Total liabilities as of the beginning of the plan year2022-03-010
Total expenses incurred by plan in this plan year2022-03-010
Net assets as of the end of the plan year2022-03-011455346
Total assets as of the beginning of the plan year2022-03-011304132
Value of plan covered by a fidelity bond2022-03-01130414
Participant contributions to plan in this plan year2022-03-0154927
Other expenses paid from plan in this plan year2022-03-010
Other contributions to plan in this plan year2022-03-010
Other income to plan in this plan year2022-03-0165514
Plan net income in this plan year2022-03-01151214
Net assets as of the end of the plan year2022-03-011455346
Net assets as of the beginning of the plan year2022-03-011304132
Employer contributions to plan in this plan year2022-03-0130773
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-010

Potentially related plans

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