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SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C.
Employer identification number (EIN):382801920
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN HACKENBERGER2024-04-10 JOHN HACKENBERGER2024-04-10
0012022-01-01JOHN HACKENBERGER2023-03-21 JOHN HACKENBERGER2023-03-21
0012021-01-01JOHN HACKENBERGER2022-04-21 JOHN HACKENBERGER2022-04-21
0012020-01-01JOHN HACKENBERGER2021-04-08 JOHN HACKENBERGER2021-04-08
0012019-01-01JOHN HACKENBERGER2020-04-13 JOHN HACKENBERGER2020-04-13
0012018-01-01JOHN HACKENBERGER2019-05-09 JOHN HACKENBERGER2019-05-09
0012017-01-01JOHN HACKENBERGER2018-05-03 JOHN HACKENBERGER2018-05-03
0012016-01-01JOHN HACKENBERGER2017-05-10 JOHN HACKENBERGER2017-05-10
0012015-01-01JOHN HACKENBERGER2016-06-02 JOHN HACKENBERGER2016-06-02
0012014-01-01JOHN HACKENBERGER2015-04-29 JOHN HACKENBERGER2015-04-29
0012013-01-01JOHN HACKENBERGER2014-04-08 JOHN HACKENBERGER2014-04-08
0012012-01-01JOHN HACKENBERGER2013-07-09 JOHN HACKENBERGER2013-07-09
0012011-01-01JOHN HACKENBERGER2012-05-31 JOHN HACKENBERGER2012-05-31
0012010-01-01JOHN HACKENBERGER2011-04-25 JOHN HACKENBERGER2011-04-25

Financial Data on SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-210
Total liabilities as of the end of the plan year2025-03-210
Total expenses incurred by plan in this plan year2025-03-212695444
Net assets as of the end of the plan year2025-03-2111330516
Total assets as of the beginning of the plan year2025-03-2111962778
Value of plan covered by a fidelity bond2025-03-21500000
Participant contributions to plan in this plan year2025-03-21313279
Value of participant loans at end of plan year2025-03-2124847
Other expenses paid from plan in this plan year2025-03-2133442
Other contributions to plan in this plan year2025-03-2120273
Other income to plan in this plan year2025-03-211254984
Plan net income in this plan year2025-03-21-632262
Net assets as of the end of the plan year2025-03-2111330516
Net assets as of the beginning of the plan year2025-03-2111962778
Employer contributions to plan in this plan year2025-03-21474646
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-210
2024 : SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-100
Total expenses incurred by plan in this plan year2024-04-10138762
Net assets as of the end of the plan year2024-04-1011962778
Total assets as of the beginning of the plan year2024-04-109598991
Value of plan covered by a fidelity bond2024-04-10500000
Participant contributions to plan in this plan year2024-04-10302123
Value of participant loans at end of plan year2024-04-1015261
Other expenses paid from plan in this plan year2024-04-101379
Other contributions to plan in this plan year2024-04-10112504
Other income to plan in this plan year2024-04-101593162
Plan net income in this plan year2024-04-102363787
Net assets as of the end of the plan year2024-04-1011962778
Net assets as of the beginning of the plan year2024-04-109598991
Employer contributions to plan in this plan year2024-04-10494760
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1042460
2022 : SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-22129966
Net assets as of the end of the plan year2022-04-2210959409
Total assets as of the beginning of the plan year2022-04-229153188
Value of plan covered by a fidelity bond2022-04-22500000
Participant contributions to plan in this plan year2022-04-22252750
Value of participant loans at end of plan year2022-04-228796
Other expenses paid from plan in this plan year2022-04-2236589
Other contributions to plan in this plan year2022-04-2219068
Other income to plan in this plan year2022-04-221321366
Plan net income in this plan year2022-04-221806221
Net assets as of the end of the plan year2022-04-2210959409
Net assets as of the beginning of the plan year2022-04-229153188
Employer contributions to plan in this plan year2022-04-22343003

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