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OAK RIDGE DENTAL, LLC 401(K) PLAN 401k Plan overview

Plan NameOAK RIDGE DENTAL, LLC 401(K) PLAN
Plan identification number 001

OAK RIDGE DENTAL, LLC 401(K) 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.
  • 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.
  • 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

OAK RIDGE DENTAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:OAK RIDGE DENTAL, LLC
Employer identification number (EIN):731690342
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK RIDGE DENTAL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF OLSON2024-07-10
0012022-01-01JEFF OLSON2023-05-24
0012021-01-01JEFF OLSON2022-08-12
0012020-01-01JEFF OLSON2021-07-19
0012019-01-01JEFF OLSON2020-07-28
0012018-01-01JEFF OLSON2019-07-18

Financial Data on OAK RIDGE DENTAL, LLC 401(K) PLAN

Measure Date Value
2025 : OAK RIDGE DENTAL, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2639548
Net assets as of the end of the plan year2025-06-26503203
Total assets as of the beginning of the plan year2025-06-26400412
Participant contributions to plan in this plan year2025-06-2647379
Other expenses paid from plan in this plan year2025-06-26360
Other income to plan in this plan year2025-06-2668049
Plan net income in this plan year2025-06-26102791
Net assets as of the end of the plan year2025-06-26503203
Net assets as of the beginning of the plan year2025-06-26400412
Employer contributions to plan in this plan year2025-06-2626911
2024 : OAK RIDGE DENTAL, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-10190
Net assets as of the end of the plan year2024-07-10400412
Total assets as of the beginning of the plan year2024-07-10207391
Participant contributions to plan in this plan year2024-07-1026820
Other contributions to plan in this plan year2024-07-1085551
Other income to plan in this plan year2024-07-1058070
Plan net income in this plan year2024-07-10193021
Net assets as of the end of the plan year2024-07-10400412
Net assets as of the beginning of the plan year2024-07-10207391
Employer contributions to plan in this plan year2024-07-1022770
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10190
2022 : OAK RIDGE DENTAL, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-12180
Net assets as of the end of the plan year2022-08-12218714
Total assets as of the beginning of the plan year2022-08-12138389
Participant contributions to plan in this plan year2022-08-1233014
Other income to plan in this plan year2022-08-1229415
Plan net income in this plan year2022-08-1280325
Net assets as of the end of the plan year2022-08-12218714
Net assets as of the beginning of the plan year2022-08-12138389
Employer contributions to plan in this plan year2022-08-1218076
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-12180

Potentially related plans

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