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CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 401k Plan overview

Plan NameCENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN
Plan identification number 001

CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 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
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • 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.

401k Sponsoring company profile

CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC.
Employer identification number (EIN):731484330
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK SPRINGER2023-10-09
0012021-01-01MARK L. SPRINGER2022-09-19
0012020-01-01MARK SPRINGER2021-04-29
0012019-01-01RICHARD MILLER2020-07-22
0012018-01-01RICHARD MILLER2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD MILLER
0012011-01-01RICHARD MILLER
0012010-01-01RICHARD MILLER
0012009-01-01RICHARD MILLER

Plan Statistics for CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

401k plan membership statisitcs for CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

Measure Date Value
2017: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0110
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-019
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-013
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-016
2013: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0116
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-018
Total of all active and inactive participants2010-01-0116
Total participants2010-01-0116
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

Measure Date Value
2017 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$376,163
Expenses. Total of all expenses incurred2017-12-31$972,300
Benefits paid (including direct rollovers)2017-12-31$972,300
Total plan assets at end of year2017-12-31$1,032,423
Total plan assets at beginning of year2017-12-31$1,628,560
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$46,093
Other income received2017-12-31$157,262
Net income (gross income less expenses)2017-12-31$-596,137
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,032,423
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,628,560
Total contributions received or receivable from employer(s)2017-12-31$172,808
2016 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$43,523
Expenses. Total of all expenses incurred2016-12-31$3,858
Benefits paid (including direct rollovers)2016-12-31$3,858
Total plan assets at end of year2016-12-31$1,628,560
Total plan assets at beginning of year2016-12-31$1,588,895
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$44,783
Other income received2016-12-31$-156,228
Net income (gross income less expenses)2016-12-31$39,665
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,628,560
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,588,895
Total contributions received or receivable from employer(s)2016-12-31$154,968
2015 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$122,677
Total plan assets at end of year2015-12-31$1,588,895
Total plan assets at beginning of year2015-12-31$1,466,218
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$29,174
Other income received2015-12-31$-53,087
Net income (gross income less expenses)2015-12-31$122,677
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,588,895
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,466,218
Total contributions received or receivable from employer(s)2015-12-31$146,590
2014 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-16,531
Total plan assets at end of year2014-12-31$1,466,218
Total plan assets at beginning of year2014-12-31$1,482,749
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$16,769
Other income received2014-12-31$-33,300
Net income (gross income less expenses)2014-12-31$-16,531
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,466,218
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,482,749
Assets. Value of participant loans2014-12-31$4,892
2013 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$197,623
Expenses. Total of all expenses incurred2013-12-31$94,676
Benefits paid (including direct rollovers)2013-12-31$94,676
Total plan assets at end of year2013-12-31$1,482,749
Total plan assets at beginning of year2013-12-31$1,379,802
Total contributions received or receivable from participants2013-12-31$16,290
Other income received2013-12-31$181,333
Net income (gross income less expenses)2013-12-31$102,947
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,482,749
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,379,802
Assets. Value of participant loans2013-12-31$55,051
2012 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$38,867
Expenses. Total of all expenses incurred2012-12-31$8,382
Benefits paid (including direct rollovers)2012-12-31$8,382
Total plan assets at end of year2012-12-31$1,379,802
Total plan assets at beginning of year2012-12-31$1,349,317
Total contributions received or receivable from participants2012-12-31$18,260
Other income received2012-12-31$20,607
Net income (gross income less expenses)2012-12-31$30,485
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,379,802
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,349,317
Assets. Value of participant loans2012-12-31$87,632
2011 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-34,080
Expenses. Total of all expenses incurred2011-12-31$381,610
Benefits paid (including direct rollovers)2011-12-31$381,610
Total plan assets at end of year2011-12-31$1,349,317
Total plan assets at beginning of year2011-12-31$1,765,007
Total contributions received or receivable from participants2011-12-31$20,175
Other income received2011-12-31$-54,255
Net income (gross income less expenses)2011-12-31$-415,690
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,349,317
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,765,007
Assets. Value of participant loans2011-12-31$29,334
2010 : CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$337,182
Expenses. Total of all expenses incurred2010-12-31$30,772
Benefits paid (including direct rollovers)2010-12-31$30,772
Total plan assets at end of year2010-12-31$1,765,007
Total plan assets at beginning of year2010-12-31$1,461,415
Value of fidelity bond covering the plan2010-12-31$1,800,000
Total contributions received or receivable from participants2010-12-31$24,200
Other income received2010-12-31$195,969
Net income (gross income less expenses)2010-12-31$306,410
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,765,007
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,461,415
Assets. Value of participant loans2010-12-31$35,496
Total contributions received or receivable from employer(s)2010-12-31$117,013

Form 5500 Responses for CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

2017: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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