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ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN
Plan identification number 003

ORAL SURGERY CENTER, S.C. 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 CENTER, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY CENTER, S.C.
Employer identification number (EIN):391406340
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN ANDERSON2024-07-02
0032022-01-01STEVEN ANDERSON2023-10-10
0032021-01-01STEVEN ANDERSON2022-08-18
0032020-01-01STEVEN ANDERSON2021-07-13
0032019-01-01STEVEN ANDERSON2020-06-25
0032018-01-01ERICH HERBST2019-07-05
0032017-01-01ERICH HERBST2018-06-21
0032016-01-01ERICH HERBST2017-07-11
0032015-01-01ERICH HERBST2016-07-12
0032014-01-01ERICH HERBST2015-07-10
0032013-01-01ERICH HERBST2014-09-25
0032012-01-01ERICH HERBST2013-07-18
0032011-01-01ERICH HERBST2012-10-02 ERICH HERBST2012-10-02
0032010-01-01ERICH HERBST2011-06-07 ERICH HERBST2011-06-07

Plan Statistics for ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN

Measure Date Value
2024: ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0218
Total number of particpants at end of year2024-07-0222
Number of Participants With Account Balances2024-07-0222
2022: ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-1814
Total number of particpants at end of year2022-08-1813
Number of Participants With Account Balances2022-08-1813

Financial Data on ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN

Measure Date Value
2024 : ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-02469864
Net assets as of the end of the plan year2024-07-023034861
Total assets as of the beginning of the plan year2024-07-022941075
Value of plan covered by a fidelity bond2024-07-02500000
Participant contributions to plan in this plan year2024-07-0256421
Other income to plan in this plan year2024-07-02459705
Plan net income in this plan year2024-07-0293786
Net assets as of the end of the plan year2024-07-023034861
Net assets as of the beginning of the plan year2024-07-022941075
Employer contributions to plan in this plan year2024-07-0247524
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0224358
2022 : ORAL SURGERY CENTER, S.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-18475808
Net assets as of the end of the plan year2022-08-183704285
Total assets as of the beginning of the plan year2022-08-183573126
Value of plan covered by a fidelity bond2022-08-18500000
Participant contributions to plan in this plan year2022-08-1848592
Other income to plan in this plan year2022-08-18497779
Plan net income in this plan year2022-08-18131159
Net assets as of the end of the plan year2022-08-183704285
Net assets as of the beginning of the plan year2022-08-183573126
Employer contributions to plan in this plan year2022-08-1860596
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1825404

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