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ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 401k Plan overview

Plan NameORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING
Plan identification number 001

ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORAL SURGERY PLUS , PLLC has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY PLUS , PLLC
Employer identification number (EIN):611721958
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING

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
0012016-01-01NEAL D. CURTIS, D.D.S.2017-09-25
0012015-01-01NEAL D. CURTIS, D.D.S.2016-09-19

Plan Statistics for ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING

401k plan membership statisitcs for ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING

Measure Date Value
2024: ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 2024 401k membership
Total number of particpants at beginning of year2024-02-2838
Total number of particpants at end of year2024-02-2842
Number of Participants With Account Balances2024-02-2842
2022: ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 2022 401k membership
Total number of particpants at beginning of year2022-09-1530
Total number of particpants at end of year2022-09-1534
Number of Participants With Account Balances2022-09-1534

Financial Data on ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING

Measure Date Value
2024 : ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 2024 401k financial data
Total liabilities as of the end of the plan year2024-02-28366
Total liabilities as of the beginning of the plan year2024-02-280
Total expenses incurred by plan in this plan year2024-02-2881719
Net assets as of the end of the plan year2024-02-284538061
Total assets as of the beginning of the plan year2024-02-283534536
Value of plan covered by a fidelity bond2024-02-28453770
Participant contributions to plan in this plan year2024-02-28218087
Other contributions to plan in this plan year2024-02-28737
Other income to plan in this plan year2024-02-28634334
Plan net income in this plan year2024-02-281003159
Net assets as of the end of the plan year2024-02-284537695
Net assets as of the beginning of the plan year2024-02-283534536
Value of contributions failed to transmitted timely2024-02-287070
Employer contributions to plan in this plan year2024-02-28231720
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-2822372
2022 : ORAL SURGERY PLUS, P. S. 401(K) PROFIT SHARING 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-150
Total liabilities as of the end of the plan year2022-09-150
Total liabilities as of the beginning of the plan year2022-09-150
Total expenses incurred by plan in this plan year2022-09-1519206
Net assets as of the end of the plan year2022-09-153757963
Total assets as of the beginning of the plan year2022-09-152880079
Value of plan covered by a fidelity bond2022-09-15375797
Participant contributions to plan in this plan year2022-09-15156855
Other expenses paid from plan in this plan year2022-09-150
Other contributions to plan in this plan year2022-09-150
Other income to plan in this plan year2022-09-15572499
Plan net income in this plan year2022-09-15877884
Net assets as of the end of the plan year2022-09-153757963
Net assets as of the beginning of the plan year2022-09-152880079
Employer contributions to plan in this plan year2022-09-15167736
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1519206

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