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OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN 401k Plan overview

Plan NameOAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN
Plan identification number 001

OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

OAK GROVE FAMILY DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:OAK GROVE FAMILY DENTISTRY
Employer identification number (EIN):640793028
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK GROVE FAMILY DENTISTRY PROFIT SHARING 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
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALAN LUCAS2013-05-10 ALAN LUCAS2013-05-10
0012011-01-01ALAN LUCAS ALAN LUCAS2012-07-25
0012010-01-01ALAN LUCAS ALAN LUCAS2011-10-13
0012009-01-01ALAN LUCAS ALAN LUCAS2010-09-27

Financial Data on OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN

Measure Date Value
2025 : OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-1725828
Net assets as of the end of the plan year2025-09-177076729
Total assets as of the beginning of the plan year2025-09-176829129
Value of plan covered by a fidelity bond2025-09-17500000
Participant contributions to plan in this plan year2025-09-1785117
Other expenses paid from plan in this plan year2025-09-170
Other contributions to plan in this plan year2025-09-17-703989
Other income to plan in this plan year2025-09-17759228
Plan net income in this plan year2025-09-17247600
Net assets as of the end of the plan year2025-09-177076729
Net assets as of the beginning of the plan year2025-09-176829129
Employer contributions to plan in this plan year2025-09-17133072
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1725828
2024 : OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-0823964
Net assets as of the end of the plan year2024-10-086829129
Total assets as of the beginning of the plan year2024-10-085795719
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-0884246
Other income to plan in this plan year2024-10-08843708
Plan net income in this plan year2024-10-081033410
Net assets as of the end of the plan year2024-10-086829129
Net assets as of the beginning of the plan year2024-10-085795719
Employer contributions to plan in this plan year2024-10-08129420
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0823964
2011 : OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$147,429
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,810,108
Total plan assets at beginning of year2011-12-31$1,662,679
Other income received2011-12-31$-17,611
Net income (gross income less expenses)2011-12-31$147,429
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,810,108
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,662,679
Total contributions received or receivable from employer(s)2011-12-31$165,040
2010 : OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$453,355
Expenses. Total of all expenses incurred2010-12-31$6,222
Benefits paid (including direct rollovers)2010-12-31$6,222
Total plan assets at end of year2010-12-31$1,662,679
Total plan assets at beginning of year2010-12-31$1,215,546
Other income received2010-12-31$284,617
Net income (gross income less expenses)2010-12-31$447,133
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,662,679
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,215,546
Total contributions received or receivable from employer(s)2010-12-31$168,738

Form 5500 Responses for OAK GROVE FAMILY DENTISTRY PROFIT SHARING PLAN

2011: OAK GROVE FAMILY DENTISTRY PROFIT SHARING 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: OAK GROVE FAMILY DENTISTRY PROFIT SHARING 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: OAK GROVE FAMILY DENTISTRY PROFIT SHARING 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

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