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GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN
Plan identification number 001

GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT 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.
  • 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

GREEN MOUNTAIN ORAL SURGERY has sponsored the creation of one or more 401k plans.

Company Name:GREEN MOUNTAIN ORAL SURGERY
Employer identification number (EIN):800005599
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHERILYNN STOFKA2023-08-10 SHERILYNN STOFKA2023-08-10
0012021-01-01SHERILYNN STOFKA2022-05-23 SHERILYNN STOFKA2022-05-23
0012020-01-01SHERILYNN STOFKA2021-07-05 SHERILYNN STOFKA2021-07-05
0012019-01-01SHERILYNN STOFKA2020-06-25
0012018-01-01SHERILYNN STOFKA2019-06-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHERILYNN STOFKA, DDS2013-07-22 SHERILYNN STOFKA, DDS2013-07-22
0012011-01-01SHERILYNN STOFKA, DDS2012-10-09 SHERILYNN STOFKA, DDS2012-10-09
0012009-01-01SHERILYNN STOFKA, DDS SHERILYNN STOFKA, DDS2010-07-12

Plan Statistics for GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN

Measure Date Value
2009: GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN

Measure Date Value
2010 : GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT 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$36,235
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$110,285
Total plan assets at beginning of year2010-12-31$74,050
Total contributions received or receivable from participants2010-12-31$21,525
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$6,905
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$36,235
Net plan assets at end of year (total assets less liabilities)2010-12-31$110,285
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$74,050
Total contributions received or receivable from employer(s)2010-12-31$7,805
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$0

Form 5500 Responses for GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT PLAN

2009: GREEN MOUNTAIN ORAL SURGERY 401(K) RETIREMENT 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68594
Policy instance 1
Insurance contract or identification number68594
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $412
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES

Potentially related plans

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