ORAL & FACIAL SURGERY ASSOCIATES, DRS PERRY, MORRISON & WATERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN
401k plan membership statisitcs for ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-11 | 18 |
| Total number of particpants at end of year | 2025-10-11 | 13 |
| 2024: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-13 | 22 |
| Total number of particpants at end of year | 2024-10-13 | 17 |
| 2022: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 754,723 |
| Acturial value of plan assets | 2022-12-31 | 754,723 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 2 |
| Fundng target for terminated vested participants | 2022-12-31 | 3,181 |
| Active participant vested funding target | 2022-12-31 | 752,370 |
| Number of active participants | 2022-12-31 | 21 |
| Total funding liabilities for active participants | 2022-12-31 | 753,375 |
| Total participant count | 2022-12-31 | 23 |
| Total funding target for all participants | 2022-12-31 | 756,556 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 10,985 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 11,568 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 668,281 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 613,999 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 585,813 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 1,833 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 585,982 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 585,982 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 613,999 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-09-23 | 25 |
| Total number of particpants at end of year | 2022-09-23 | 24 |
| 2021: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 786,981 |
| Acturial value of plan assets | 2021-12-31 | 786,981 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 2 |
| Fundng target for terminated vested participants | 2021-12-31 | 389,414 |
| Active participant vested funding target | 2021-12-31 | 385,316 |
| Number of active participants | 2021-12-31 | 21 |
| Total funding liabilities for active participants | 2021-12-31 | 392,198 |
| Total participant count | 2021-12-31 | 23 |
| Total funding target for all participants | 2021-12-31 | 781,612 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 10,789 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 11,366 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 339,420 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 320,423 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 314,807 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 309,438 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 309,438 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 320,423 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 363,994 |
| Acturial value of plan assets | 2020-12-31 | 363,994 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 0 |
| Fundng target for terminated vested participants | 2020-12-31 | 0 |
| Active participant vested funding target | 2020-12-31 | 376,554 |
| Number of active participants | 2020-12-31 | 21 |
| Total funding liabilities for active participants | 2020-12-31 | 376,554 |
| Total participant count | 2020-12-31 | 21 |
| Total funding target for all participants | 2020-12-31 | 376,554 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 10,688 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 11,296 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 392,280 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 369,731 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 357,763 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 12,560 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 358,942 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 358,942 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 369,731 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 0 |
| Acturial value of plan assets | 2019-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 0 |
| Fundng target for terminated vested participants | 2019-12-31 | 0 |
| Active participant vested funding target | 2019-12-31 | 0 |
| Number of active participants | 2019-12-31 | 20 |
| Total funding liabilities for active participants | 2019-12-31 | 0 |
| Total participant count | 2019-12-31 | 20 |
| Total funding target for all participants | 2019-12-31 | 0 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 372,747 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 344,473 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 333,785 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 333,785 |
| Additional cash requirement | 2019-12-31 | 333,785 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 344,473 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-11 | 26563 |
| Net assets as of the end of the plan year | 2025-10-11 | 2225475 |
| Total assets as of the beginning of the plan year | 2025-10-11 | 1864850 |
| Value of plan covered by a fidelity bond | 2025-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-11 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-11 | 0 |
| Other contributions to plan in this plan year | 2025-10-11 | 0 |
| Other income to plan in this plan year | 2025-10-11 | 131830 |
| Plan net income in this plan year | 2025-10-11 | 360625 |
| Net assets as of the end of the plan year | 2025-10-11 | 2225475 |
| Net assets as of the beginning of the plan year | 2025-10-11 | 1864850 |
| Employer contributions to plan in this plan year | 2025-10-11 | 255358 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-11 | 6772 |
| 2024 : ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-13 | 9167 |
| Net assets as of the end of the plan year | 2024-10-13 | 1864850 |
| Total assets as of the beginning of the plan year | 2024-10-13 | 1382916 |
| Value of plan covered by a fidelity bond | 2024-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-13 | 0 |
| Other contributions to plan in this plan year | 2024-10-13 | 0 |
| Other income to plan in this plan year | 2024-10-13 | 80472 |
| Plan net income in this plan year | 2024-10-13 | 481934 |
| Net assets as of the end of the plan year | 2024-10-13 | 1864850 |
| Net assets as of the beginning of the plan year | 2024-10-13 | 1382916 |
| Employer contributions to plan in this plan year | 2024-10-13 | 410629 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-13 | 0 |
| 2022 : ORAL & FACIAL SURGERY ASSOCIATES DEFINED BENEFIT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-23 | 388378 |
| Net assets as of the end of the plan year | 2022-09-23 | 758620 |
| Total assets as of the beginning of the plan year | 2022-09-23 | 789750 |
| Value of plan covered by a fidelity bond | 2022-09-23 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-23 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-23 | 0 |
| Other contributions to plan in this plan year | 2022-09-23 | 0 |
| Other income to plan in this plan year | 2022-09-23 | 17828 |
| Plan net income in this plan year | 2022-09-23 | -31130 |
| Net assets as of the end of the plan year | 2022-09-23 | 758620 |
| Net assets as of the beginning of the plan year | 2022-09-23 | 789750 |
| Employer contributions to plan in this plan year | 2022-09-23 | 339420 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-23 | 0 |