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NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 401k Plan overview

Plan NameNEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN
Plan identification number 001

NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NEW JERSEY CENTER FOR ORAL SURGERY, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY CENTER FOR ORAL SURGERY, LLC
Employer identification number (EIN):550810174
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BENJAMIN JACOBS2024-06-27
0012022-01-01MICHAEL H. KIRSCH2023-10-10
0012021-01-01MICHAEL H. KIRSCH2022-10-13
0012020-01-01MICHAEL H. KIRSCH2021-10-05
0012019-01-01MICHAEL H. KIRSCH2020-06-23
0012018-01-01MICHAEL H. KIRSCH2019-06-30
0012017-01-01MICHAEL H. KIRSCH
0012016-01-01MICHAEL H. KIRSCH
0012015-01-01MICHAEL H. KIRSCH
0012014-01-01MICHAEL H. KIRSCH
0012013-01-01MICHAEL H. KIRSCH
0012012-01-01MICHAEL H. KIRSCH MICHAEL KIRSCH2013-10-10
0012011-01-01MICHAEL H. KIRSCH
0012010-01-01MICHAEL H. KIRSCH MICHAEL H. KIRSCH2011-06-13
0012009-01-01MICHAEL H. KIRSCH

Financial Data on NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN

Measure Date Value
2025 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-141683768
Net assets as of the end of the plan year2025-07-141644551
Total assets as of the beginning of the plan year2025-07-142715122
Value of plan covered by a fidelity bond2025-07-14272000
Participant contributions to plan in this plan year2025-07-14123338
Value of participant loans at end of plan year2025-07-1446216
Other contributions to plan in this plan year2025-07-1438387
Other income to plan in this plan year2025-07-14339599
Plan net income in this plan year2025-07-14-1070571
Net assets as of the end of the plan year2025-07-141644551
Net assets as of the beginning of the plan year2025-07-142715122
Employer contributions to plan in this plan year2025-07-14111873
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1420314
2024 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2731092
Net assets as of the end of the plan year2024-06-272715122
Total assets as of the beginning of the plan year2024-06-272162745
Value of plan covered by a fidelity bond2024-06-27217000
Participant contributions to plan in this plan year2024-06-27101316
Value of participant loans at end of plan year2024-06-2753821
Other income to plan in this plan year2024-06-27346072
Plan net income in this plan year2024-06-27552377
Net assets as of the end of the plan year2024-06-272715122
Net assets as of the beginning of the plan year2024-06-272162745
Employer contributions to plan in this plan year2024-06-27136081
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2711242
2017 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$310,731
Expenses. Total of all expenses incurred2017-12-31$12,393
Benefits paid (including direct rollovers)2017-12-31$42
Total plan assets at end of year2017-12-31$1,561,351
Total plan assets at beginning of year2017-12-31$1,263,013
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$85,020
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$121,992
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$298,338
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,561,351
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,263,013
Assets. Value of participant loans2017-12-31$12,119
Total contributions received or receivable from employer(s)2017-12-31$103,719
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$224,100
Expenses. Total of all expenses incurred2016-12-31$17,163
Benefits paid (including direct rollovers)2016-12-31$14,244
Total plan assets at end of year2016-12-31$1,263,013
Total plan assets at beginning of year2016-12-31$1,056,076
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$79,565
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$49,429
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$206,937
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,263,013
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,056,076
Assets. Value of participant loans2016-12-31$7,836
Total contributions received or receivable from employer(s)2016-12-31$95,106
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$151,473
Expenses. Total of all expenses incurred2015-12-31$9,901
Benefits paid (including direct rollovers)2015-12-31$9,901
Total plan assets at end of year2015-12-31$1,056,076
Total plan assets at beginning of year2015-12-31$914,504
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$61,146
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$3,233
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$141,572
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,056,076
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$914,504
Assets. Value of participant loans2015-12-31$5,428
Total contributions received or receivable from employer(s)2015-12-31$87,094
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$133,296
Expenses. Total of all expenses incurred2014-12-31$7,541
Benefits paid (including direct rollovers)2014-12-31$4,404
Total plan assets at end of year2014-12-31$914,504
Total plan assets at beginning of year2014-12-31$788,749
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$50,154
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$12,349
Other income received2014-12-31$27,871
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$125,755
Net plan assets at end of year (total assets less liabilities)2014-12-31$914,504
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$788,749
Assets. Value of participant loans2014-12-31$5,118
Total contributions received or receivable from employer(s)2014-12-31$42,922
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$152,965
Expenses. Total of all expenses incurred2013-12-31$17,253
Benefits paid (including direct rollovers)2013-12-31$15,230
Total plan assets at end of year2013-12-31$788,749
Total plan assets at beginning of year2013-12-31$653,037
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$39,843
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$67,185
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$135,712
Net plan assets at end of year (total assets less liabilities)2013-12-31$788,749
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$653,037
Assets. Value of participant loans2013-12-31$14,171
Total contributions received or receivable from employer(s)2013-12-31$45,937
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$118,615
Expenses. Total of all expenses incurred2012-12-31$3,125
Benefits paid (including direct rollovers)2012-12-31$3,125
Total plan assets at end of year2012-12-31$653,037
Total plan assets at beginning of year2012-12-31$537,547
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$38,200
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$35,002
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$115,490
Net plan assets at end of year (total assets less liabilities)2012-12-31$653,037
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$537,547
Assets. Value of participant loans2012-12-31$21,335
Total contributions received or receivable from employer(s)2012-12-31$45,413
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$67,650
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$537,547
Total plan assets at beginning of year2011-12-31$469,897
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$38,284
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,470
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$67,650
Net plan assets at end of year (total assets less liabilities)2011-12-31$537,547
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$469,897
Assets. Value of participant loans2011-12-31$36,499
Total contributions received or receivable from employer(s)2011-12-31$43,836
2010 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$91,408
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$469,897
Total plan assets at beginning of year2010-12-31$378,489
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$34,070
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$15,802
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$91,408
Net plan assets at end of year (total assets less liabilities)2010-12-31$469,897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$378,489
Assets. Value of participant loans2010-12-31$42,911
Total contributions received or receivable from employer(s)2010-12-31$41,536
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN

2017: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW JERSEY CENTER FOR ORAL SURGERY, LLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number124104
Policy instance 1

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