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ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 CENTER OF ATHENS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC
Employer identification number (EIN):452933491
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 CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01JONATHAN TOMLINSON2022-06-29 JONATHAN TOMLINSON2022-06-29
0012020-01-01JONATHAN TOMLINSON2021-08-31 JONATHAN TOMLINSON2021-08-31
0012019-01-01JONATHAN TOMLINSON2020-06-24 JONATHAN TOMLINSON2020-06-24
0012018-01-01JONATHAN TOMLINSON2019-08-27 JONATHAN TOMLINSON2019-08-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-10-01JONATHAN TOMLINSON

Financial Data on ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1513354
Net assets as of the end of the plan year2025-09-151322008
Total assets as of the beginning of the plan year2025-09-151084063
Value of plan covered by a fidelity bond2025-09-15100000
Participant contributions to plan in this plan year2025-09-1540055
Other expenses paid from plan in this plan year2025-09-1513354
Other income to plan in this plan year2025-09-15139706
Plan net income in this plan year2025-09-15237945
Net assets as of the end of the plan year2025-09-151322008
Net assets as of the beginning of the plan year2025-09-151084063
Employer contributions to plan in this plan year2025-09-1571538
2024 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1715034
Net assets as of the end of the plan year2024-07-171084063
Total assets as of the beginning of the plan year2024-07-17861259
Value of plan covered by a fidelity bond2024-07-17100000
Participant contributions to plan in this plan year2024-07-1732696
Other expenses paid from plan in this plan year2024-07-1715034
Other income to plan in this plan year2024-07-17145876
Plan net income in this plan year2024-07-17222804
Net assets as of the end of the plan year2024-07-171084063
Net assets as of the beginning of the plan year2024-07-17861259
Employer contributions to plan in this plan year2024-07-1759266
2021 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$192,244
Expenses. Total of all expenses incurred2021-12-31$82,139
Benefits paid (including direct rollovers)2021-12-31$82,062
Total plan assets at end of year2021-12-31$1,015,343
Total plan assets at beginning of year2021-12-31$905,238
Value of fidelity bond covering the plan2021-12-31$25,000
Total contributions received or receivable from participants2021-12-31$30,863
Other income received2021-12-31$97,801
Net income (gross income less expenses)2021-12-31$110,105
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,015,343
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$905,238
Total contributions received or receivable from employer(s)2021-12-31$63,580
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$77
2020 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$201,590
Expenses. Total of all expenses incurred2020-12-31$32
Total plan assets at end of year2020-12-31$905,238
Total plan assets at beginning of year2020-12-31$703,680
Value of fidelity bond covering the plan2020-12-31$25,000
Total contributions received or receivable from participants2020-12-31$26,210
Other income received2020-12-31$108,723
Net income (gross income less expenses)2020-12-31$201,558
Net plan assets at end of year (total assets less liabilities)2020-12-31$905,238
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$703,680
Assets. Value of participant loans2020-12-31$21,489
Total contributions received or receivable from employer(s)2020-12-31$66,657
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$32
2019 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$193,350
Expenses. Total of all expenses incurred2019-12-31$17,489
Benefits paid (including direct rollovers)2019-12-31$17,464
Total plan assets at end of year2019-12-31$703,680
Total plan assets at beginning of year2019-12-31$527,819
Value of fidelity bond covering the plan2019-12-31$25,000
Total contributions received or receivable from participants2019-12-31$32,817
Other income received2019-12-31$101,039
Net income (gross income less expenses)2019-12-31$175,861
Net plan assets at end of year (total assets less liabilities)2019-12-31$703,680
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$527,819
Total contributions received or receivable from employer(s)2019-12-31$59,494
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25
2018 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$43,391
Expenses. Total of all expenses incurred2018-12-31$9,446
Benefits paid (including direct rollovers)2018-12-31$9,421
Total plan assets at end of year2018-12-31$527,819
Total plan assets at beginning of year2018-12-31$493,874
Value of fidelity bond covering the plan2018-12-31$25,000
Total contributions received or receivable from participants2018-12-31$31,796
Other income received2018-12-31$-44,804
Net income (gross income less expenses)2018-12-31$33,945
Net plan assets at end of year (total assets less liabilities)2018-12-31$527,819
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$493,874
Total contributions received or receivable from employer(s)2018-12-31$56,399
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$176,656
Total plan assets at end of year2017-12-31$493,874
Total plan assets at beginning of year2017-12-31$317,218
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$28,792
Contributions received from other sources (not participants or employers)2017-12-31$35,723
Other income received2017-12-31$55,943
Net income (gross income less expenses)2017-12-31$176,656
Net plan assets at end of year (total assets less liabilities)2017-12-31$493,874
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$317,218
Total contributions received or receivable from employer(s)2017-12-31$56,198
2016 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$101,551
Total plan assets at end of year2016-12-31$317,218
Total plan assets at beginning of year2016-12-31$215,667
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$29,073
Other income received2016-12-31$13,482
Net income (gross income less expenses)2016-12-31$101,551
Net plan assets at end of year (total assets less liabilities)2016-12-31$317,218
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$215,667
Total contributions received or receivable from employer(s)2016-12-31$58,996
2015 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$84,588
Expenses. Total of all expenses incurred2015-12-31$1,250
Total plan assets at end of year2015-12-31$215,667
Total plan assets at beginning of year2015-12-31$132,329
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$29,162
Other income received2015-12-31$-4,636
Net income (gross income less expenses)2015-12-31$83,338
Net plan assets at end of year (total assets less liabilities)2015-12-31$215,667
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$132,329
Total contributions received or receivable from employer(s)2015-12-31$60,062
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,250
2014 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$66,243
Expenses. Total of all expenses incurred2014-12-31$1,500
Total plan assets at end of year2014-12-31$132,329
Total plan assets at beginning of year2014-12-31$67,586
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$27,774
Other income received2014-12-31$2,885
Net income (gross income less expenses)2014-12-31$64,743
Net plan assets at end of year (total assets less liabilities)2014-12-31$132,329
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$67,586
Total contributions received or receivable from employer(s)2014-12-31$35,584
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,500
2013 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$43,269
Expenses. Total of all expenses incurred2013-12-31$380
Total plan assets at end of year2013-12-31$67,586
Total plan assets at beginning of year2013-12-31$24,697
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$24,612
Other income received2013-12-31$7,190
Net income (gross income less expenses)2013-12-31$42,889
Net plan assets at end of year (total assets less liabilities)2013-12-31$67,586
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$24,697
Total contributions received or receivable from employer(s)2013-12-31$11,467
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$380
2012 : ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$24,697
Total plan assets at end of year2012-12-31$24,697
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$4,084
Contributions received from other sources (not participants or employers)2012-12-31$16,171
Other income received2012-12-31$326
Net income (gross income less expenses)2012-12-31$24,697
Net plan assets at end of year (total assets less liabilities)2012-12-31$24,697
Total contributions received or receivable from employer(s)2012-12-31$4,116

Form 5500 Responses for ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN

2021: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORAL & MAXILLOFACIAL SURGERY CENTER OF ATHENS, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108262
Policy instance 1

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