401k Plan data: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN plan

ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN
Plan identification number	001

ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

ORAL SURGERY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: ORAL SURGERY ASSOCIATES, PC

Employer identification number (EIN): 930664500

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 ROBERT C. SCHLEGEL, DMD
001 2014-01-01 ROBERT C. SCHLEGEL, DMD
001 2013-01-01 ROBERT C. SCHLEGEL, DMD
001 2012-01-01 ROBERT C. SCHLEGEL, DMD 2013-09-27
001 2011-01-01 ROBERT C SCHLEGEL DMD 2012-10-11
001 2010-01-01 ROBERT C SCHLEGEL DMD 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	ROBERT C. SCHLEGEL, DMD
001	2014-01-01	ROBERT C. SCHLEGEL, DMD
001	2013-01-01	ROBERT C. SCHLEGEL, DMD
001	2012-01-01	ROBERT C. SCHLEGEL, DMD	2013-09-27
001	2011-01-01	ROBERT C SCHLEGEL DMD	2012-10-11
001	2010-01-01	ROBERT C SCHLEGEL DMD	2011-10-11

Plan Statistics for ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN

Measure Date Value
2014: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4

Measure	Date	Value
2014: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4

Financial Data on ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN

Measure	Date	Value
2014 : ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$5,753
Expenses. Total of all expenses incurred	2014-12-31	$1,023,979
Benefits paid (including direct rollovers)	2014-12-31	$1,023,979
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,018,226
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$5,753
Net income (gross income less expenses)	2014-12-31	$-1,018,226
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,018,226
2013 : ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$23,010
Expenses. Total of all expenses incurred	2013-12-31	$450,995
Benefits paid (including direct rollovers)	2013-12-31	$450,745
Total plan assets at end of year	2013-12-31	$1,018,226
Total plan assets at beginning of year	2013-12-31	$1,446,211
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$2,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$250
Other income received	2013-12-31	$21,010
Net income (gross income less expenses)	2013-12-31	$-427,985
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,018,226
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,446,211

Form 5500 Responses for ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN

2014: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORAL SURGERY ASSOCIATES, PC 401 K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORAL SURGERY ASSOCIATES, PC
Employer identification number (EIN):	930664500
NAIC Classification:	621210
NAIC Description:	Offices of Dentists