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AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameAFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN
Plan identification number 001

AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. 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
  • 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.
  • 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

AFFILIATES IN ORAL AND MAXILLOFACIAL SURGERY, IN has sponsored the creation of one or more 401k plans.

Company Name:AFFILIATES IN ORAL AND MAXILLOFACIAL SURGERY, IN
Employer identification number (EIN):310745563
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMOTHY CONLEY2023-05-24
0012021-01-01TIMOTHY CONLEY2022-04-11
0012020-01-01TIMOTHY CONLEY2021-04-14
0012019-01-01TIMOTHY CONLEY2020-04-01
0012018-01-01DOUGLAS WALLACE2019-04-25
0012017-01-01DOUGLAS WALLACE2018-05-09
0012016-01-01DOUGLAS WALLACE2017-06-08
0012015-01-01DOUGLAS WALLACE2016-06-02
0012014-01-01DOUGLAS WALLACE2015-05-27
0012013-01-01DOUGLAS WALLACE2014-06-04
0012012-01-01DOUGLAS WALLACE2013-06-04
0012011-01-01DAVID A. WEAVER DAVID A. WEAVER2012-03-28
0012009-01-01DAVID A. WEAVER DAVID A. WEAVER2010-07-15

Plan Statistics for AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN

Measure Date Value
2011: AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Number of participants with account balances2009-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN

Measure Date Value
2011 : AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$731,437
Expenses. Total of all expenses incurred2011-12-31$98,333
Benefits paid (including direct rollovers)2011-12-31$98,333
Total plan assets at end of year2011-12-31$10,064,871
Total plan assets at beginning of year2011-12-31$9,431,767
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$124,945
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$476,542
Net income (gross income less expenses)2011-12-31$633,104
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,064,871
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,431,767
Assets. Value of participant loans2011-12-31$15,105
Total contributions received or receivable from employer(s)2011-12-31$129,950
2010 : AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,143,206
Expenses. Total of all expenses incurred2010-12-31$67,717
Benefits paid (including direct rollovers)2010-12-31$67,717
Total plan assets at end of year2010-12-31$9,431,767
Total plan assets at beginning of year2010-12-31$8,356,278
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$128,662
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$884,680
Net income (gross income less expenses)2010-12-31$1,075,489
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,431,767
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,356,278
Assets. Value of participant loans2010-12-31$23,918
Total contributions received or receivable from employer(s)2010-12-31$129,864

Form 5500 Responses for AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN

2011: AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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