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ORAL SURGERY CENTER, S.C. CASH BALANCE PLAN 401k Plan overview

Plan NameORAL SURGERY CENTER, S.C. CASH BALANCE PLAN
Plan identification number 004

ORAL SURGERY CENTER, S.C. 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).
  • 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. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01STEVEN ANDERSON2024-08-29
0042022-01-01STEVEN ANDERSON2023-10-16
0042021-01-01STEVEN ANDERSON2022-09-15
0042020-01-01STEVEN ANDERSON2021-08-26
0042019-01-01STEVEN ANDERSON2020-10-09
0042018-01-01STEVEN ANDERSON2019-10-11
0042017-01-01STEVEN ANDERSON2018-07-20
0042016-01-01ERICH HERBST2017-07-25
0042015-01-01ERICH HERBST2016-07-28
0042014-01-01ERICH HERBST2015-10-12

Financial Data on ORAL SURGERY CENTER, S.C. CASH BALANCE PLAN

Measure Date Value
2024 : ORAL SURGERY CENTER, S.C. CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-298897
Net assets as of the end of the plan year2024-08-291297286
Total assets as of the beginning of the plan year2024-08-29857633
Value of plan covered by a fidelity bond2024-08-29400000
Other income to plan in this plan year2024-08-29123550
Plan net income in this plan year2024-08-29439653
Net assets as of the end of the plan year2024-08-291297286
Net assets as of the beginning of the plan year2024-08-29857633
Employer contributions to plan in this plan year2024-08-29325000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-298897

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