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ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN
Plan identification number 001

ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 ASSOCIATES OF LIMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES OF LIMA, INC.
Employer identification number (EIN):341111922
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING 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
0012015-01-01PATRICK CHANEY2016-07-22
0012014-01-01PATRICK CHANEY2015-07-27
0012013-01-01PATRICK CHANEY2014-07-28
0012012-01-01PATRICK A. CHANEY, DDS, M.S.2013-06-17 PATRICK A. CHANEY, DDS, M.S.2013-06-17
0012011-01-01PATRICK A. CHANEY, DDS, M.S.2012-06-13 PATRICK A. CHANEY, DDS, M.S.2012-06-13
0012010-01-01PATRICK A. CHANEY, DDS, M.S.2011-06-27 PATRICK A. CHANEY, DDS, M.S.2011-06-27

Financial Data on ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-28258064
Net assets as of the end of the plan year2025-04-283508389
Total assets as of the beginning of the plan year2025-04-283406930
Value of plan covered by a fidelity bond2025-04-28400000
Participant contributions to plan in this plan year2025-04-2851796
Value of participant loans at end of plan year2025-04-2828863
Other income to plan in this plan year2025-04-28238757
Plan net income in this plan year2025-04-28101459
Net assets as of the end of the plan year2025-04-283508389
Net assets as of the beginning of the plan year2025-04-283406930
Employer contributions to plan in this plan year2025-04-2868970
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-288954
2024 : ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-1616309
Net assets as of the end of the plan year2024-05-163406930
Total assets as of the beginning of the plan year2024-05-163056467
Value of plan covered by a fidelity bond2024-05-16400000
Participant contributions to plan in this plan year2024-05-1650346
Value of participant loans at end of plan year2024-05-1637468
Other income to plan in this plan year2024-05-16250196
Plan net income in this plan year2024-05-16350463
Net assets as of the end of the plan year2024-05-163406930
Net assets as of the beginning of the plan year2024-05-163056467
Employer contributions to plan in this plan year2024-05-1666230
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-167954
2022 : ORAL SURGERY ASSOCIATES OF LIMA, INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0350
Net assets as of the end of the plan year2022-05-033421547
Total assets as of the beginning of the plan year2022-05-033016289
Value of plan covered by a fidelity bond2022-05-03400000
Participant contributions to plan in this plan year2022-05-0342335
Value of participant loans at end of plan year2022-05-032688
Other expenses paid from plan in this plan year2022-05-0350
Other income to plan in this plan year2022-05-03300963
Plan net income in this plan year2022-05-03405258
Net assets as of the end of the plan year2022-05-033421547
Net assets as of the beginning of the plan year2022-05-033016289
Employer contributions to plan in this plan year2022-05-0362010

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