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ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 401k Plan overview

Plan NameORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST
Plan identification number 002

ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) 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.
  • 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 GROUP has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY GROUP
Employer identification number (EIN):351432696
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01R. SCOTT EDWARDS2024-04-11
0022021-07-01R. SCOTT EDWARDS2023-04-10
0022020-07-01R. SCOTT EDWARDS2022-03-10
0022019-07-01R. SCOTT EDWARDS2021-04-13
0022018-07-01R. SCOTT EDWARDS2020-04-14
0022017-07-01R. SCOTT EDWARDS2019-04-14
0022016-07-01R. SCOTT EDWARDS2018-04-11
0022015-07-01PAUL K. POGUE2017-04-06
0022014-07-01PAUL K. POGUE2016-03-02
0022013-07-01PAUL K. POGUE2014-12-16
0022012-07-01PAUL K. POGUE2014-02-19
0022011-07-01PAUL K. POGUE2013-02-27 PAUL K. POGUE2013-02-27
0022010-07-01PAUL K. POGUE2012-03-15

Financial Data on ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2025 : ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-15305512
Net assets as of the end of the plan year2025-04-153934141
Total assets as of the beginning of the plan year2025-04-153215698
Value of plan covered by a fidelity bond2025-04-151000000
Participant contributions to plan in this plan year2025-04-15176825
Other income to plan in this plan year2025-04-15498100
Plan net income in this plan year2025-04-15718443
Net assets as of the end of the plan year2025-04-153934141
Net assets as of the beginning of the plan year2025-04-153215698
Employer contributions to plan in this plan year2025-04-15349030
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-151500
2023 : ORAL SURGERY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-10101179
Net assets as of the end of the plan year2023-04-105868801
Total assets as of the beginning of the plan year2023-04-106447221
Value of plan covered by a fidelity bond2023-04-101000000
Participant contributions to plan in this plan year2023-04-10154980
Other contributions to plan in this plan year2023-04-1061398
Other income to plan in this plan year2023-04-10-962259
Plan net income in this plan year2023-04-10-578420
Net assets as of the end of the plan year2023-04-105868801
Net assets as of the beginning of the plan year2023-04-106447221
Employer contributions to plan in this plan year2023-04-10268640

Potentially related plans

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