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ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN
Plan identification number 007

ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

ORAL SURGERY ASSOCIATES, P.C. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES, P.C. PROFIT SHARING PLAN
Employer identification number (EIN):381875057
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01

Financial Data on ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN

Measure Date Value
2024 : ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-30904078
Net assets as of the end of the plan year2024-01-300
Total assets as of the beginning of the plan year2024-01-30632656
Value of plan covered by a fidelity bond2024-01-30500000
Other income to plan in this plan year2024-01-3066422
Plan net income in this plan year2024-01-30-632656
Net assets as of the end of the plan year2024-01-300
Net assets as of the beginning of the plan year2024-01-30632656
Employer contributions to plan in this plan year2024-01-30205000
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-305683

Potentially related plans

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