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BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN
Plan identification number 002

BLUE RIDGE ORAL SURGERY 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SURGERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE ORAL SURGERY, INC.
Employer identification number (EIN):541171790
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about BLUE RIDGE ORAL SURGERY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1981-07-01
Company Identification Number: 0219241
Legal Registered Office Address: 54 SOUTH MEDICAL PARK DR

FISHERSVILLE
United States of America (USA)
22939

More information about BLUE RIDGE ORAL SURGERY, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DR. M TODD BRANDT2015-09-30
0022013-01-01DR. M TODD BRANDT2014-08-25
0022012-01-01DR. M TODD BRANDT2013-05-21
0022011-01-01JENNIFER WESTERMAN2012-10-01
0022010-01-01DEBORAH HUFFMAN2011-07-28 DEBORAH HUFFMAN2011-07-28

Plan Statistics for BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1821
Total number of particpants at end of year2024-09-1822
Number of Participants With Account Balances2024-09-1822
2022: BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1120
Total number of particpants at end of year2022-10-1119
Number of Participants With Account Balances2022-10-1119

Financial Data on BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-18115861
Net assets as of the end of the plan year2024-09-181679063
Total assets as of the beginning of the plan year2024-09-181409565
Value of plan covered by a fidelity bond2024-09-18150000
Participant contributions to plan in this plan year2024-09-1887931
Value of participant loans at end of plan year2024-09-1847200
Other income to plan in this plan year2024-09-18239222
Plan net income in this plan year2024-09-18269498
Net assets as of the end of the plan year2024-09-181679063
Net assets as of the beginning of the plan year2024-09-181409565
Employer contributions to plan in this plan year2024-09-1858206
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-181776
2022 : BLUE RIDGE ORAL SURGERY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-11102131
Net assets as of the end of the plan year2022-10-111627044
Total assets as of the beginning of the plan year2022-10-111436016
Value of plan covered by a fidelity bond2022-10-11200000
Participant contributions to plan in this plan year2022-10-1161912
Value of participant loans at end of plan year2022-10-1190357
Other income to plan in this plan year2022-10-11193724
Plan net income in this plan year2022-10-11191028
Net assets as of the end of the plan year2022-10-111627044
Net assets as of the beginning of the plan year2022-10-111436016
Employer contributions to plan in this plan year2022-10-1137523
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-111806

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