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ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN
Plan identification number 001

ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) 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.

401k Sponsoring company profile

ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC
Employer identification number (EIN):262837948
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01STEPHEN STOKES2016-07-15 STEPHEN STOKES2016-07-15
0012014-01-01STEPHEN STOKES2015-07-11 STEPHEN STOKES2015-07-11
0012013-01-01STEPHEN STOKES2014-10-14 STEPHEN STOKES2014-10-14
0012012-01-01STEPHEN STOKES2013-10-15 STEPHEN STOKES2013-10-15

Financial Data on ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN

Measure Date Value
2025 : ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-17-1278815
Total expenses incurred by plan in this plan year2025-02-177782
Net assets as of the end of the plan year2025-02-171261580
Total assets as of the beginning of the plan year2025-02-171068251
Value of plan covered by a fidelity bond2025-02-17150000
Participant contributions to plan in this plan year2025-02-1753500
Other expenses paid from plan in this plan year2025-02-170
Other contributions to plan in this plan year2025-02-170
Other income to plan in this plan year2025-02-1794192
Plan net income in this plan year2025-02-17193329
Net assets as of the end of the plan year2025-02-171261580
Net assets as of the beginning of the plan year2025-02-171068251
Employer contributions to plan in this plan year2025-02-1753419
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-170
2024 : ORAL SURGERY & IMPLANT ASSOCIATES OF GREENVILLE, LLC SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-0117782
Net assets as of the end of the plan year2024-05-011068251
Total assets as of the beginning of the plan year2024-05-01880987
Value of plan covered by a fidelity bond2024-05-01150000
Participant contributions to plan in this plan year2024-05-0127000
Other expenses paid from plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-01125476
Plan net income in this plan year2024-05-01187264
Net assets as of the end of the plan year2024-05-011068251
Net assets as of the beginning of the plan year2024-05-01880987
Employer contributions to plan in this plan year2024-05-0152570
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-010

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