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ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN
Plan identification number 001

ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

ORAL SURGERY ASSOCIATES, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES, L.L.P.
Employer identification number (EIN):721296849
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW W. FOWLKES2023-10-09
0012022-01-01MATTHEW W. FOWLKES2023-12-19
0012021-01-01MATTHEW W FOWLKES2022-10-07
0012020-01-01ERIC T GEIST2021-06-15 MATTHEW W FOWLKES2021-06-15
0012019-01-01ERIC T GEIST2020-07-15 MATTHEW W FOWLKES2020-07-15
0012018-01-01
0012017-01-01
0012016-01-01JO ANN PICKERING
0012015-01-01JO ANN PICKERING
0012014-01-01JO ANN PICKERING
0012014-01-01JO ANN PICKERING
0012013-01-01JO ANN PICKERING
0012012-01-01JO ANN PICKERING
0012011-01-01JO ANN PICKERING
0012010-01-01JO ANN PICKERING
0012009-01-01JO ANN PICKERING

Plan Statistics for ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

Measure Date Value
2022: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0125
Number of participants with account balances2020-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Number of participants with account balances2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

Measure Date Value
2022 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$4,470
Total income from all sources2022-12-31$-409,925
Expenses. Total of all expenses incurred2022-12-31$2,559,610
Benefits paid (including direct rollovers)2022-12-31$2,556,635
Total plan assets at end of year2022-12-31$5,219,358
Total plan assets at beginning of year2022-12-31$8,188,893
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$112,881
Other income received2022-12-31$-709,099
Net income (gross income less expenses)2022-12-31$-2,969,535
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,219,358
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,188,893
Assets. Value of assets in partnership/joint-venture interests2022-12-31$220,740
Total contributions received or receivable from employer(s)2022-12-31$186,293
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,975
2021 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,317,374
Expenses. Total of all expenses incurred2021-12-31$107,038
Benefits paid (including direct rollovers)2021-12-31$74,164
Total plan assets at end of year2021-12-31$8,188,893
Total plan assets at beginning of year2021-12-31$6,978,557
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$118,491
Other income received2021-12-31$1,025,265
Net income (gross income less expenses)2021-12-31$1,210,336
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,188,893
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,978,557
Assets. Value of assets in partnership/joint-venture interests2021-12-31$167,557
Total contributions received or receivable from employer(s)2021-12-31$173,618
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,147,160
Expenses. Total of all expenses incurred2020-12-31$2,280,272
Benefits paid (including direct rollovers)2020-12-31$2,245,842
Total plan assets at end of year2020-12-31$6,978,557
Total plan assets at beginning of year2020-12-31$8,111,669
Value of fidelity bond covering the plan2020-12-31$600,000
Total contributions received or receivable from participants2020-12-31$117,892
Other income received2020-12-31$866,329
Net income (gross income less expenses)2020-12-31$-1,133,112
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,978,557
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,111,669
Assets. Value of assets in partnership/joint-venture interests2020-12-31$153,527
Total contributions received or receivable from employer(s)2020-12-31$162,939
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$34,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,612,264
Expenses. Total of all expenses incurred2019-12-31$46,792
Benefits paid (including direct rollovers)2019-12-31$15,551
Total plan assets at end of year2019-12-31$8,111,669
Total plan assets at beginning of year2019-12-31$6,546,197
Value of fidelity bond covering the plan2019-12-31$600,000
Total contributions received or receivable from participants2019-12-31$138,295
Other income received2019-12-31$1,298,611
Net income (gross income less expenses)2019-12-31$1,565,472
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,111,669
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,546,197
Assets. Value of assets in partnership/joint-venture interests2019-12-31$122,247
Total contributions received or receivable from employer(s)2019-12-31$175,358
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$31,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$86,833
Expenses. Total of all expenses incurred2018-12-31$58,543
Benefits paid (including direct rollovers)2018-12-31$30,346
Total plan assets at end of year2018-12-31$6,546,197
Total plan assets at beginning of year2018-12-31$6,517,907
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$117,045
Other income received2018-12-31$-195,373
Net income (gross income less expenses)2018-12-31$28,290
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,546,197
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,517,907
Assets. Value of assets in partnership/joint-venture interests2018-12-31$122,247
Total contributions received or receivable from employer(s)2018-12-31$165,161
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$28,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2017 401k financial data
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$952,222
Expenses. Total of all expenses incurred2017-12-31$47,955
Benefits paid (including direct rollovers)2017-12-31$24,572
Total plan assets at end of year2017-12-31$6,517,907
Total plan assets at beginning of year2017-12-31$5,613,640
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$110,520
Other income received2017-12-31$685,188
Net income (gross income less expenses)2017-12-31$904,267
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,517,907
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,613,640
Assets. Value of assets in partnership/joint-venture interests2017-12-31$349,930
Total contributions received or receivable from employer(s)2017-12-31$156,514
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$23,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2016 401k financial data
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$624,013
Expenses. Total of all expenses incurred2016-12-31$28,284
Benefits paid (including direct rollovers)2016-12-31$7,651
Total plan assets at end of year2016-12-31$5,613,640
Total plan assets at beginning of year2016-12-31$5,017,911
Value of fidelity bond covering the plan2016-12-31$600,000
Total contributions received or receivable from participants2016-12-31$91,001
Other income received2016-12-31$387,811
Net income (gross income less expenses)2016-12-31$595,729
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,613,640
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,017,911
Assets. Value of assets in partnership/joint-venture interests2016-12-31$495,119
Total contributions received or receivable from employer(s)2016-12-31$145,201
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20,633
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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$177,877
Expenses. Total of all expenses incurred2015-12-31$28,113
Benefits paid (including direct rollovers)2015-12-31$7,117
Total plan assets at end of year2015-12-31$5,017,911
Total plan assets at beginning of year2015-12-31$4,868,147
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$91,246
Other income received2015-12-31$-13,612
Net income (gross income less expenses)2015-12-31$149,764
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,017,911
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,868,147
Assets. Value of assets in partnership/joint-venture interests2015-12-31$493,783
Total contributions received or receivable from employer(s)2015-12-31$100,243
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$20,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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$394,557
Expenses. Total of all expenses incurred2014-12-31$22,191
Total plan assets at end of year2014-12-31$4,868,147
Total plan assets at beginning of year2014-12-31$4,495,781
Value of fidelity bond covering the plan2014-12-31$600,000
Total contributions received or receivable from participants2014-12-31$70,753
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$239,469
Net income (gross income less expenses)2014-12-31$372,366
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,868,147
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,495,781
Assets. Value of assets in partnership/joint-venture interests2014-12-31$485,988
Total contributions received or receivable from employer(s)2014-12-31$84,335
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$22,191
2013 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2013 401k financial data
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$782,837
Expenses. Total of all expenses incurred2013-12-31$18,446
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$4,495,781
Total plan assets at beginning of year2013-12-31$3,731,390
Value of fidelity bond covering the plan2013-12-31$600,000
Total contributions received or receivable from participants2013-12-31$70,726
Other income received2013-12-31$630,469
Net income (gross income less expenses)2013-12-31$764,391
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,495,781
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,731,390
Assets. Value of assets in partnership/joint-venture interests2013-12-31$558,685
Total contributions received or receivable from employer(s)2013-12-31$81,642
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$18,446
2012 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2012 401k financial data
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$533,470
Expenses. Total of all expenses incurred2012-12-31$15,843
Benefits paid (including direct rollovers)2012-12-31$504
Total plan assets at end of year2012-12-31$3,731,390
Total plan assets at beginning of year2012-12-31$3,213,763
Value of fidelity bond covering the plan2012-12-31$600,000
Total contributions received or receivable from participants2012-12-31$68,728
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$383,788
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$517,627
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,731,390
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,213,763
Assets. Value of assets in partnership/joint-venture interests2012-12-31$571,304
Total contributions received or receivable from employer(s)2012-12-31$80,954
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$15,339
2011 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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$197,701
Expenses. Total of all expenses incurred2011-12-31$44,667
Benefits paid (including direct rollovers)2011-12-31$30,620
Total plan assets at end of year2011-12-31$3,213,763
Total plan assets at beginning of year2011-12-31$3,060,729
Value of fidelity bond covering the plan2011-12-31$600,000
Total contributions received or receivable from participants2011-12-31$67,175
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$51,436
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$153,034
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,213,763
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,060,729
Assets. Value of assets in partnership/joint-venture interests2011-12-31$591,673
Total contributions received or receivable from employer(s)2011-12-31$79,090
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,047
2010 : ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2010 401k financial data
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$462,720
Expenses. Total of all expenses incurred2010-12-31$20,135
Benefits paid (including direct rollovers)2010-12-31$831
Total plan assets at end of year2010-12-31$3,060,729
Total plan assets at beginning of year2010-12-31$2,618,144
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$67,165
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$315,463
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$442,585
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,060,729
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,618,144
Assets. Value of assets in partnership/joint-venture interests2010-12-31$544,252
Total contributions received or receivable from employer(s)2010-12-31$80,092
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$19,304

Form 5500 Responses for ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

2022: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING 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: ORAL SURGERY ASSOCIATES, L.L.P. 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: ORAL SURGERY ASSOCIATES, L.L.P. 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: ORAL SURGERY ASSOCIATES, L.L.P. 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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