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ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN
Plan identification number 003

ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 & MAXILLOFACIAL SURGERY FOX CITIES, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C.
Employer identification number (EIN):391193991
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 & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JEFFREY CASPERSON2018-06-08 JEFFREY CASPERSON2018-06-08
0032016-01-01JEFF CASPERSON2017-05-23 JEFF CASPERSON2017-05-23
0032015-01-01JEFFREY CASPERSON2016-07-20 JEFFREY CASPERSON2016-07-20
0032014-01-01JEFFREY CASPERSON2015-05-07 JEFFREY CASPERSON2015-05-07
0032013-01-01JEFFREY CASPERSON2014-04-09 JEFFREY CASPERSON2014-04-09
0032012-01-01JEFFREY CASPERSON2013-06-27 JEFFREY CASPERSON2013-06-27

Financial Data on ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2125799
Net assets as of the end of the plan year2025-07-215476267
Total assets as of the beginning of the plan year2025-07-214899669
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-210
Other expenses paid from plan in this plan year2025-07-2125799
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21344634
Plan net income in this plan year2025-07-21576598
Net assets as of the end of the plan year2025-07-215476267
Net assets as of the beginning of the plan year2025-07-214899669
Employer contributions to plan in this plan year2025-07-21257763
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-210
2024 : ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1026713
Net assets as of the end of the plan year2024-07-104899669
Total assets as of the beginning of the plan year2024-07-104035444
Value of plan covered by a fidelity bond2024-07-10500000
Participant contributions to plan in this plan year2024-07-100
Other expenses paid from plan in this plan year2024-07-1021409
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10500093
Plan net income in this plan year2024-07-10864225
Net assets as of the end of the plan year2024-07-104899669
Net assets as of the beginning of the plan year2024-07-104035444
Employer contributions to plan in this plan year2024-07-10390845
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100

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