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ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN
Plan identification number 006

ORAL SURGERY ASSOCIATES, LTD. 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
  • 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, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES, LTD.
Employer identification number (EIN):362473773
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01LOUIS HALKIAS2024-06-29
0062022-01-01LOUIS HALKIAS2023-07-17
0062021-01-01STEVEN HERZOG2022-07-05
0062020-01-01STEVEN HERZOG2021-06-30
0062019-01-01STEVEN HERZOG2020-08-29
0062018-01-01STEVEN HERZOG2019-07-17
0062017-01-01STEVEN HERZOG2018-07-12
0062016-01-01STEVEN HERZOG2017-09-28
0062015-01-01STEVEN HERZOG2016-09-06
0062014-01-01STEVEN HERZOG2015-07-27
0062013-01-01STEVEN HERZOG2014-07-15
0062012-01-01STEVEN HERZOG2013-07-09
0062011-01-01DAVID EVASKUS2012-06-11
0062010-01-01DAVID EVASKUS2011-07-18

Plan Statistics for ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2025: ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1617
Total number of particpants at end of year2025-06-1615
Number of Participants With Account Balances2025-06-1615
2024: ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2917
Total number of particpants at end of year2024-06-2915
Number of Participants With Account Balances2024-06-2915
2022: ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-0517
Total number of particpants at end of year2022-07-0514
Number of Participants With Account Balances2022-07-0514

Financial Data on ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2025 : ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1612414
Net assets as of the end of the plan year2025-06-162104253
Total assets as of the beginning of the plan year2025-06-161831651
Value of plan covered by a fidelity bond2025-06-16211000
Other income to plan in this plan year2025-06-16171046
Plan net income in this plan year2025-06-16272602
Net assets as of the end of the plan year2025-06-162104253
Net assets as of the beginning of the plan year2025-06-161831651
Employer contributions to plan in this plan year2025-06-16113970
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1611212
2024 : ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-292127105
Net assets as of the end of the plan year2024-06-291831651
Total assets as of the beginning of the plan year2024-06-293667377
Value of plan covered by a fidelity bond2024-06-29367000
Other income to plan in this plan year2024-06-29187392
Plan net income in this plan year2024-06-29-1835726
Net assets as of the end of the plan year2024-06-291831651
Net assets as of the beginning of the plan year2024-06-293667377
Employer contributions to plan in this plan year2024-06-29103987
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2916098
2022 : ORAL SURGERY ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-050
Total liabilities as of the beginning of the plan year2022-07-050
Total expenses incurred by plan in this plan year2022-07-0539664
Net assets as of the end of the plan year2022-07-054032063
Total assets as of the beginning of the plan year2022-07-053450816
Value of plan covered by a fidelity bond2022-07-05404000
Other income to plan in this plan year2022-07-05469711
Plan net income in this plan year2022-07-05581247
Net assets as of the end of the plan year2022-07-054032063
Net assets as of the beginning of the plan year2022-07-053450816
Employer contributions to plan in this plan year2022-07-05151200
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0523921

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