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ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN
Plan identification number 001

ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K 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.
  • 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 SURGEONS OF MID-FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A.
Employer identification number (EIN):591229301
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K 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
0012016-01-01JEFFREY L. BEATTIE, D.M.D.2017-06-27
0012013-01-01JEFFREY L. BEATTIE, D.M.D.2014-05-28
0012012-01-01JEFFREY L. BEATTIE, D.M.D.2013-05-09
0012011-01-01JEFFREY L. BEATTIE, D.M.D.2012-04-20
0012010-01-01JEFFREY L. BEATTIE, D.M.D.2011-06-09

Plan Statistics for ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN

Measure Date Value
2025: ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2327
Total number of particpants at end of year2025-05-2325
Number of Participants With Account Balances2025-05-2325
2024: ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-12-1926
Total number of particpants at end of year2024-12-1925
Number of Participants With Account Balances2024-12-1925
2022: ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0127
Total number of particpants at end of year2022-06-0125
Number of Participants With Account Balances2022-06-0124

Financial Data on ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN

Measure Date Value
2025 : ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-230
Total expenses incurred by plan in this plan year2025-05-23295772
Net assets as of the end of the plan year2025-05-237573821
Total assets as of the beginning of the plan year2025-05-235894003
Value of plan covered by a fidelity bond2025-05-23500000
Participant contributions to plan in this plan year2025-05-2374505
Other expenses paid from plan in this plan year2025-05-2325786
Other contributions to plan in this plan year2025-05-2373050
Other income to plan in this plan year2025-05-231718310
Plan net income in this plan year2025-05-231679818
Net assets as of the end of the plan year2025-05-237573821
Net assets as of the beginning of the plan year2025-05-235894003
Employer contributions to plan in this plan year2025-05-23109725
2024 : ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-12-190
Total liabilities as of the beginning of the plan year2024-12-1921
Total expenses incurred by plan in this plan year2024-12-19290525
Net assets as of the end of the plan year2024-12-195894003
Total assets as of the beginning of the plan year2024-12-194640952
Value of plan covered by a fidelity bond2024-12-19500000
Participant contributions to plan in this plan year2024-12-1980723
Other expenses paid from plan in this plan year2024-12-1922399
Other income to plan in this plan year2024-12-191357426
Plan net income in this plan year2024-12-191253072
Net assets as of the end of the plan year2024-12-195894003
Net assets as of the beginning of the plan year2024-12-194640931
Employer contributions to plan in this plan year2024-12-19105448
2022 : ORAL & MAXILLOFACIAL SURGEONS OF MID-FLORIDA, P.A. 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-011570732
Net assets as of the end of the plan year2022-06-018227609
Total assets as of the beginning of the plan year2022-06-018211900
Value of plan covered by a fidelity bond2022-06-01500000
Participant contributions to plan in this plan year2022-06-01103173
Other expenses paid from plan in this plan year2022-06-0126714
Other income to plan in this plan year2022-06-011378458
Plan net income in this plan year2022-06-0115709
Net assets as of the end of the plan year2022-06-018227609
Net assets as of the beginning of the plan year2022-06-018211900
Employer contributions to plan in this plan year2022-06-01104810

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