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ORAL SURGERY HAWAII LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY HAWAII LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORAL SURGERY HAWAII LLP 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
  • 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.
  • 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.

401k Sponsoring company profile

ORAL SURGERY HAWAII LLP has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY HAWAII LLP
Employer identification number (EIN):474671936
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY HAWAII LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAIG YAMAMOTO2023-11-05
0012022-01-01CRAIG YAMAMOTO2023-05-15
0012021-01-01CRAIG YAMAMOTO2022-09-18
0012020-01-01CRAIG YAMAMOTO2021-06-29
0012019-01-01CRAIG YAMAMOTO2020-09-23
0012018-01-01CRAIG YAMAMOTO2019-05-23
0012017-01-01CRAIG YAMAMOTO2018-05-22
0012016-01-01CRAIG YAMAMOTO2017-06-13

Financial Data on ORAL SURGERY HAWAII LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORAL SURGERY HAWAII LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-180
Total liabilities as of the end of the plan year2022-09-180
Total liabilities as of the beginning of the plan year2022-09-180
Total expenses incurred by plan in this plan year2022-09-1851898
Net assets as of the end of the plan year2022-09-18719201
Total assets as of the beginning of the plan year2022-09-18577113
Participant contributions to plan in this plan year2022-09-1846027
Value of participant loans at end of plan year2022-09-183159
Other expenses paid from plan in this plan year2022-09-180
Other contributions to plan in this plan year2022-09-180
Other income to plan in this plan year2022-09-1845148
Plan net income in this plan year2022-09-18142088
Net assets as of the end of the plan year2022-09-18719201
Net assets as of the beginning of the plan year2022-09-18577113
Employer contributions to plan in this plan year2022-09-18102811
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-181071

Potentially related plans

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