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ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C.
Employer identification number (EIN):391140149
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MARK KORTEBEIN2013-12-19 MARK KORTEBEIN2013-12-19
0012011-07-01MARK KORTEBEIN2013-01-17 MARK KORTEBEIN2013-01-17
0012010-07-01MARK KORTEBEIN2012-01-12 MARK KORTEBEIN2012-01-12

Plan Statistics for ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-0752
Total number of particpants at end of year2025-04-0756
Number of Participants With Account Balances2025-04-0756
2023: ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total number of particpants at beginning of year2023-04-1345
Total number of particpants at end of year2023-04-1348
Number of Participants With Account Balances2023-04-1348

Financial Data on ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0781124
Net assets as of the end of the plan year2025-04-074741184
Total assets as of the beginning of the plan year2025-04-073772296
Value of plan covered by a fidelity bond2025-04-07500000
Participant contributions to plan in this plan year2025-04-07187546
Value of participant loans at end of plan year2025-04-0745567
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-0753632
Other income to plan in this plan year2025-04-07585441
Plan net income in this plan year2025-04-07968888
Net assets as of the end of the plan year2025-04-074741184
Net assets as of the beginning of the plan year2025-04-073772296
Employer contributions to plan in this plan year2025-04-07223393
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0710795
2023 : ORAL SURGERY ASSOCIATES OF MILWAUKEE, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-132671937
Net assets as of the end of the plan year2023-04-133198387
Total assets as of the beginning of the plan year2023-04-135979832
Value of plan covered by a fidelity bond2023-04-13500000
Participant contributions to plan in this plan year2023-04-13145141
Value of participant loans at end of plan year2023-04-13108990
Other income to plan in this plan year2023-04-13-447977
Plan net income in this plan year2023-04-13-2781445
Net assets as of the end of the plan year2023-04-133198387
Net assets as of the beginning of the plan year2023-04-135979832
Employer contributions to plan in this plan year2023-04-13193328
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-138245

Potentially related plans

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