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TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 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.
  • 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

TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA has sponsored the creation of one or more 401k plans.

Company Name:TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA
Employer identification number (EIN):411431535
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON JENNY, DDS2024-08-12
0012022-01-01JASON JENNY, DDS2023-09-26
0012021-01-01JASON JENNY, DDS2022-09-28
0012020-01-01JASON E. JENNY2021-09-22 JASON E. JENNY2021-09-22
0012019-01-01JASON E. JENNY2020-09-08 JASON E. JENNY2020-09-08
0012018-01-01JASON E. JENNY2019-07-02 JASON E. JENNY2019-07-02
0012017-01-01JASON E. JENNY2018-09-28 JASON E. JENNY2018-09-28
0012016-01-01JASON E. JENNY2017-06-19 JASON E. JENNY2017-06-19
0012015-01-01JASON E. JENNY2016-04-20 JASON E. JENNY2016-04-20
0012014-01-01JASON E. JENNY2015-09-21 JASON E. JENNY2015-09-21
0012013-01-01JASON E. JENNY2015-10-05 JASON E. JENNY2015-10-05
0012012-01-01JASON E. JENNY2013-08-16 JASON E. JENNY2013-08-16
0012011-01-01JASON E. JENNY2012-08-06 JASON E. JENNY2012-08-06
0012010-01-01JASON E. JENNY2011-10-12 JASON E. JENNY2011-10-12

Financial Data on TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08145238
Net assets as of the end of the plan year2025-10-087427573
Total assets as of the beginning of the plan year2025-10-085811944
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-08186660
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-08248468
Other income to plan in this plan year2025-10-081103197
Plan net income in this plan year2025-10-081615629
Net assets as of the end of the plan year2025-10-087427573
Net assets as of the beginning of the plan year2025-10-085811944
Employer contributions to plan in this plan year2025-10-08222542
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0854502
2024 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-12112534
Net assets as of the end of the plan year2024-08-125811944
Total assets as of the beginning of the plan year2024-08-124622609
Value of plan covered by a fidelity bond2024-08-12500000
Participant contributions to plan in this plan year2024-08-12199989
Other income to plan in this plan year2024-08-12867666
Plan net income in this plan year2024-08-121189335
Net assets as of the end of the plan year2024-08-125811944
Net assets as of the beginning of the plan year2024-08-124622609
Employer contributions to plan in this plan year2024-08-12234214
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1242201
2022 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-28138001
Net assets as of the end of the plan year2022-09-285543390
Total assets as of the beginning of the plan year2022-09-284823834
Value of plan covered by a fidelity bond2022-09-28500000
Participant contributions to plan in this plan year2022-09-28139082
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-28538277
Plan net income in this plan year2022-09-28719556
Net assets as of the end of the plan year2022-09-285543390
Net assets as of the beginning of the plan year2022-09-284823834
Employer contributions to plan in this plan year2022-09-28180198
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2839444

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