401k Plan data: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. plan

WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 401k Plan overview

Plan Name	WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.
Plan identification number	001

WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. Benefits

401k Plan Type

Defined 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.
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

WILLAMETTE VALLEY ORAL & has sponsored the creation of one or more 401k plans.

Company Name: WILLAMETTE VALLEY ORAL &

Employer identification number (EIN): 931290406

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HOLLY EYRE
001 2016-01-01 HOLLY EYRE
001 2015-01-01 JAMES M. EYRE, MD, DMD
001 2014-01-01 JAMES M. EYRE, MD, DMD
001 2013-01-01 JAMES M. EYRE, MD, DMD
001 2012-01-01 JAMES M. EYRE, MD, DMD
001 2011-01-01 JAMES M EYRE MD DMD
001 2009-01-01 JAMES M EYRE MD DMD

Financial Data on WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.

Measure	Date	Value
2017 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$293,474
Expenses. Total of all expenses incurred	2017-12-31	$30,587
Benefits paid (including direct rollovers)	2017-12-31	$30,587
Total plan assets at end of year	2017-12-31	$1,849,933
Total plan assets at beginning of year	2017-12-31	$1,587,046
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$57,246
Other income received	2017-12-31	$188,460
Net income (gross income less expenses)	2017-12-31	$262,887
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,849,933
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,587,046
Total contributions received or receivable from employer(s)	2017-12-31	$47,768
2016 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2016 401k financial data
Total income from all sources	2016-12-31	$162,181
Expenses. Total of all expenses incurred	2016-12-31	$26,791
Benefits paid (including direct rollovers)	2016-12-31	$26,791
Total plan assets at end of year	2016-12-31	$1,587,046
Total plan assets at beginning of year	2016-12-31	$1,451,656
Value of fidelity bond covering the plan	2016-12-31	$175,000
Total contributions received or receivable from participants	2016-12-31	$53,877
Other income received	2016-12-31	$61,626
Net income (gross income less expenses)	2016-12-31	$135,390
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,587,046
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,451,656
Total contributions received or receivable from employer(s)	2016-12-31	$46,678
2015 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$67,065
Expenses. Total of all expenses incurred	2015-12-31	$91,369
Benefits paid (including direct rollovers)	2015-12-31	$91,369
Total plan assets at end of year	2015-12-31	$1,451,656
Total plan assets at beginning of year	2015-12-31	$1,475,960
Value of fidelity bond covering the plan	2015-12-31	$175,000
Total contributions received or receivable from participants	2015-12-31	$38,928
Other income received	2015-12-31	$-26,581
Net income (gross income less expenses)	2015-12-31	$-24,304
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,451,656
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,475,960
Total contributions received or receivable from employer(s)	2015-12-31	$54,718
2014 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$185,763
Total plan assets at end of year	2014-12-31	$1,475,960
Total plan assets at beginning of year	2014-12-31	$1,290,197
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$48,025
Other income received	2014-12-31	$82,079
Net income (gross income less expenses)	2014-12-31	$185,763
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,475,960
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,290,197
Total contributions received or receivable from employer(s)	2014-12-31	$55,659
2013 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$281,741
Total plan assets at end of year	2013-12-31	$1,290,197
Total plan assets at beginning of year	2013-12-31	$1,008,456
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$48,044
Other income received	2013-12-31	$186,965
Net income (gross income less expenses)	2013-12-31	$281,741
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,290,197
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,008,456
Total contributions received or receivable from employer(s)	2013-12-31	$46,732
2012 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$185,226
Expenses. Total of all expenses incurred	2012-12-31	$17,113
Benefits paid (including direct rollovers)	2012-12-31	$15,763
Total plan assets at end of year	2012-12-31	$1,008,456
Total plan assets at beginning of year	2012-12-31	$840,343
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$46,057
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,350
Other income received	2012-12-31	$95,147
Net income (gross income less expenses)	2012-12-31	$168,113
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,008,456
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$840,343
Total contributions received or receivable from employer(s)	2012-12-31	$44,022
2011 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$59,907
Expenses. Total of all expenses incurred	2011-12-31	$16,398
Benefits paid (including direct rollovers)	2011-12-31	$16,398
Total plan assets at end of year	2011-12-31	$840,343
Total plan assets at beginning of year	2011-12-31	$796,834
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$40,346
Other income received	2011-12-31	$-24,044
Net income (gross income less expenses)	2011-12-31	$43,509
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$840,343
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$796,834
Total contributions received or receivable from employer(s)	2011-12-31	$43,605
2010 : WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$156,824
Expenses. Total of all expenses incurred	2010-12-31	$61
Benefits paid (including direct rollovers)	2010-12-31	$61
Total plan assets at end of year	2010-12-31	$796,834
Total plan assets at beginning of year	2010-12-31	$640,071
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$38,994
Other income received	2010-12-31	$75,506
Net income (gross income less expenses)	2010-12-31	$156,763
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$796,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$640,071
Total contributions received or receivable from employer(s)	2010-12-31	$42,324

Form 5500 Responses for WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.

2017: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 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
2012: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLAMETTE VALLEY ORAL &
Employer identification number (EIN):	931290406
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	HOLLY EYRE
001	2016-01-01	HOLLY EYRE
001	2015-01-01	JAMES M. EYRE, MD, DMD
001	2014-01-01	JAMES M. EYRE, MD, DMD
001	2013-01-01	JAMES M. EYRE, MD, DMD
001	2012-01-01	JAMES M. EYRE, MD, DMD
001	2011-01-01	JAMES M EYRE MD DMD
001	2009-01-01	JAMES M EYRE MD DMD