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ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan NameORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number 002

ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ORAL SURGERY PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY PARTNERS, INC.
Employer identification number (EIN):741838487
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ORAL SURGERY PARTNERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-09-24
Company Identification Number: 0090185702
Legal Registered Office Address: 12600 N FEATHERWOOD DR STE 220

HOUSTON
United States of America (USA)
77034

More information about ORAL SURGERY PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022016-01-01

Financial Data on ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2024 : ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-143945
Net assets as of the end of the plan year2024-10-14753569
Total assets as of the beginning of the plan year2024-10-14599264
Value of plan covered by a fidelity bond2024-10-14190000
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1485596
Plan net income in this plan year2024-10-14154305
Net assets as of the end of the plan year2024-10-14753569
Net assets as of the beginning of the plan year2024-10-14599264
Employer contributions to plan in this plan year2024-10-1472654
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-143945

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