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K & L OMS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameK & L OMS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

K & L OMS, LLC 401(K) PROFIT SHARING 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

K & L OMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:K & L OMS, LLC
Employer identification number (EIN):821545220
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & L OMS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHAN LENOX2024-07-10
0012022-01-01JOHN GARRITY2023-10-06
0012021-01-01KEITH KRUEGER2022-10-14
0012021-01-01KEITH KRUEGER2022-10-14
0012020-01-01KEITH KRUEGER2021-06-18
0012019-01-01KEITH KRUEGER2020-09-09
0012018-01-01KEITH KRUEGER2019-07-29
0012017-01-01KEITH KRUEGER2018-09-14

Plan Statistics for K & L OMS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for K & L OMS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: K & L OMS, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1323
Total number of particpants at end of year2025-06-1320
Number of Participants With Account Balances2025-06-1320
2024: K & L OMS, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1020
Total number of particpants at end of year2024-07-1023
Number of Participants With Account Balances2024-07-1023

Financial Data on K & L OMS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : K & L OMS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-131374
Total liabilities as of the beginning of the plan year2025-06-1314694
Total expenses incurred by plan in this plan year2025-06-1322279
Net assets as of the end of the plan year2025-06-131449722
Total assets as of the beginning of the plan year2025-06-131108393
Value of plan covered by a fidelity bond2025-06-13110840
Participant contributions to plan in this plan year2025-06-13100537
Other income to plan in this plan year2025-06-13148232
Plan net income in this plan year2025-06-13354649
Net assets as of the end of the plan year2025-06-131448348
Net assets as of the beginning of the plan year2025-06-131093699
Employer contributions to plan in this plan year2025-06-13128159
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1312158
2024 : K & L OMS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-10-2999467
Total liabilities as of the end of the plan year2024-07-1014694
Total expenses incurred by plan in this plan year2024-07-1017027
Net assets as of the end of the plan year2024-07-101108393
Total assets as of the beginning of the plan year2024-07-103731178
Value of plan covered by a fidelity bond2024-07-10373118
Participant contributions to plan in this plan year2024-07-1090642
Other income to plan in this plan year2024-07-10163068
Plan net income in this plan year2024-07-10361988
Net assets as of the end of the plan year2024-07-101093699
Net assets as of the beginning of the plan year2024-07-103731178
Employer contributions to plan in this plan year2024-07-10125305
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-103328

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