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

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

WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01HOLLY EYRE
0012016-01-01HOLLY EYRE
0012015-01-01JAMES M. EYRE, MD, DMD
0012014-01-01JAMES M. EYRE, MD, DMD
0012013-01-01JAMES M. EYRE, MD, DMD
0012012-01-01JAMES M. EYRE, MD, DMD
0012011-01-01JAMES M EYRE MD DMD
0012009-01-01JAMES M EYRE MD DMD

Plan Statistics for WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.

401k plan membership statisitcs for WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC.

Measure Date Value
2017: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
2016: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-0112
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
2015: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
2014: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-0111
2013: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2009: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110

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 sources2017-12-31$293,474
Expenses. Total of all expenses incurred2017-12-31$30,587
Benefits paid (including direct rollovers)2017-12-31$30,587
Total plan assets at end of year2017-12-31$1,849,933
Total plan assets at beginning of year2017-12-31$1,587,046
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$57,246
Other income received2017-12-31$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 sources2016-12-31$162,181
Expenses. Total of all expenses incurred2016-12-31$26,791
Benefits paid (including direct rollovers)2016-12-31$26,791
Total plan assets at end of year2016-12-31$1,587,046
Total plan assets at beginning of year2016-12-31$1,451,656
Value of fidelity bond covering the plan2016-12-31$175,000
Total contributions received or receivable from participants2016-12-31$53,877
Other income received2016-12-31$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 sources2015-12-31$67,065
Expenses. Total of all expenses incurred2015-12-31$91,369
Benefits paid (including direct rollovers)2015-12-31$91,369
Total plan assets at end of year2015-12-31$1,451,656
Total plan assets at beginning of year2015-12-31$1,475,960
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$38,928
Other income received2015-12-31$-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 sources2014-12-31$185,763
Total plan assets at end of year2014-12-31$1,475,960
Total plan assets at beginning of year2014-12-31$1,290,197
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$48,025
Other income received2014-12-31$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 sources2013-12-31$281,741
Total plan assets at end of year2013-12-31$1,290,197
Total plan assets at beginning of year2013-12-31$1,008,456
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$48,044
Other income received2013-12-31$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 sources2012-12-31$185,226
Expenses. Total of all expenses incurred2012-12-31$17,113
Benefits paid (including direct rollovers)2012-12-31$15,763
Total plan assets at end of year2012-12-31$1,008,456
Total plan assets at beginning of year2012-12-31$840,343
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$46,057
Expenses. Other expenses not covered elsewhere2012-12-31$1,350
Other income received2012-12-31$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 sources2011-12-31$59,907
Expenses. Total of all expenses incurred2011-12-31$16,398
Benefits paid (including direct rollovers)2011-12-31$16,398
Total plan assets at end of year2011-12-31$840,343
Total plan assets at beginning of year2011-12-31$796,834
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$40,346
Other income received2011-12-31$-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 sources2010-12-31$156,824
Expenses. Total of all expenses incurred2010-12-31$61
Benefits paid (including direct rollovers)2010-12-31$61
Total plan assets at end of year2010-12-31$796,834
Total plan assets at beginning of year2010-12-31$640,071
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$38,994
Other income received2010-12-31$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
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLAMETTE VALLEY ORAL & MAXILLOFACIAL SURGERY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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