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BLUE RIDGE OMS SAVINGS PLAN 401k Plan overview

Plan NameBLUE RIDGE OMS SAVINGS PLAN
Plan identification number 001

BLUE RIDGE OMS SAVINGS 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
  • 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.
  • 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

BLUE RIDGE ORAL & MAXILLOFACIAL SURGERY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE ORAL & MAXILLOFACIAL SURGERY, P.A.
Employer identification number (EIN):471448935
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE OMS SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for BLUE RIDGE OMS SAVINGS PLAN

401k plan membership statisitcs for BLUE RIDGE OMS SAVINGS PLAN

Measure Date Value
2025: BLUE RIDGE OMS SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-065
Total number of particpants at end of year2025-02-065
Number of Participants With Account Balances2025-02-065
2024: BLUE RIDGE OMS SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-156
Total number of particpants at end of year2024-03-155
Number of Participants With Account Balances2024-03-155
2022: BLUE RIDGE OMS SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-185
Total number of particpants at end of year2022-02-185
Number of Participants With Account Balances2022-02-185

Financial Data on BLUE RIDGE OMS SAVINGS PLAN

Measure Date Value
2025 : BLUE RIDGE OMS SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-02-060
Total liabilities as of the beginning of the plan year2025-02-060
Total expenses incurred by plan in this plan year2025-02-067469
Net assets as of the end of the plan year2025-02-06694790
Total assets as of the beginning of the plan year2025-02-06500378
Value of plan covered by a fidelity bond2025-02-0675000
Participant contributions to plan in this plan year2025-02-0623700
Other contributions to plan in this plan year2025-02-060
Other income to plan in this plan year2025-02-0665532
Plan net income in this plan year2025-02-06194412
Net assets as of the end of the plan year2025-02-06694790
Net assets as of the beginning of the plan year2025-02-06500378
Employer contributions to plan in this plan year2025-02-06112649
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-064840
2024 : BLUE RIDGE OMS SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-150
Total liabilities as of the beginning of the plan year2024-03-150
Total expenses incurred by plan in this plan year2024-03-154075
Net assets as of the end of the plan year2024-03-15500378
Total assets as of the beginning of the plan year2024-03-15401333
Value of plan covered by a fidelity bond2024-03-1550000
Participant contributions to plan in this plan year2024-03-1523039
Other income to plan in this plan year2024-03-1551265
Plan net income in this plan year2024-03-1599045
Net assets as of the end of the plan year2024-03-15500378
Net assets as of the beginning of the plan year2024-03-15401333
Employer contributions to plan in this plan year2024-03-1528816
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-154075
2022 : BLUE RIDGE OMS SAVINGS PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-02-180
Total liabilities as of the beginning of the plan year2022-02-180
Total expenses incurred by plan in this plan year2022-02-1811253
Net assets as of the end of the plan year2022-02-18415548
Total assets as of the beginning of the plan year2022-02-18331355
Value of plan covered by a fidelity bond2022-02-1835000
Participant contributions to plan in this plan year2022-02-1821109
Other expenses paid from plan in this plan year2022-02-181821
Other income to plan in this plan year2022-02-1851677
Plan net income in this plan year2022-02-1884193
Net assets as of the end of the plan year2022-02-18415548
Net assets as of the beginning of the plan year2022-02-18331355
Employer contributions to plan in this plan year2022-02-1822660

Potentially related plans

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