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SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN
Plan identification number 003

SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 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.
  • 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

RENNIE CHEUNG, DMD, MD & VICTOR HO, DMD, GP DBA SOUTHERN CA ORAL & MAX has sponsored the creation of one or more 401k plans.

Company Name:RENNIE CHEUNG, DMD, MD & VICTOR HO, DMD, GP DBA SOUTHERN CA ORAL & MAX
Employer identification number (EIN):954872097
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01VICTOR HO, D.M.D VICTOR HO, D.M.D2013-07-11
0032011-01-01VICTOR HO, D.M.D VICTOR HO, D.M.D2012-10-13
0032009-01-01VICTOR HO, D.M.D VICTOR HO, D.M.D2010-07-27

Financial Data on SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-095422
Net assets as of the end of the plan year2025-07-094314684
Total assets as of the beginning of the plan year2025-07-093576410
Value of plan covered by a fidelity bond2025-07-09750000
Participant contributions to plan in this plan year2025-07-09102260
Value of participant loans at end of plan year2025-07-093862
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09467855
Plan net income in this plan year2025-07-09738274
Net assets as of the end of the plan year2025-07-094314684
Net assets as of the beginning of the plan year2025-07-093576410
Employer contributions to plan in this plan year2025-07-09173581
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-090
2024 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-140
Total liabilities as of the end of the plan year2024-08-140
Total liabilities as of the beginning of the plan year2024-08-140
Total expenses incurred by plan in this plan year2024-08-1493948
Net assets as of the end of the plan year2024-08-143576410
Total assets as of the beginning of the plan year2024-08-142832046
Value of plan covered by a fidelity bond2024-08-14750000
Participant contributions to plan in this plan year2024-08-1496785
Value of participant loans at end of plan year2024-08-145153
Other expenses paid from plan in this plan year2024-08-140
Other contributions to plan in this plan year2024-08-140
Other income to plan in this plan year2024-08-14588774
Plan net income in this plan year2024-08-14744364
Net assets as of the end of the plan year2024-08-143576410
Net assets as of the beginning of the plan year2024-08-142832046
Employer contributions to plan in this plan year2024-08-14152753
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-140
2022 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-170
Total liabilities as of the end of the plan year2022-07-170
Total liabilities as of the beginning of the plan year2022-07-170
Total expenses incurred by plan in this plan year2022-07-1716772
Net assets as of the end of the plan year2022-07-173394094
Total assets as of the beginning of the plan year2022-07-172681917
Value of plan covered by a fidelity bond2022-07-17750000
Participant contributions to plan in this plan year2022-07-1794730
Other expenses paid from plan in this plan year2022-07-170
Other contributions to plan in this plan year2022-07-170
Other income to plan in this plan year2022-07-17491357
Plan net income in this plan year2022-07-17712177
Net assets as of the end of the plan year2022-07-173394094
Net assets as of the beginning of the plan year2022-07-172681917
Employer contributions to plan in this plan year2022-07-17142862
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-170
2016 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$196,280
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,145,427
Total plan assets at beginning of year2016-12-31$949,147
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$62,100
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-7,019
Noncash contributions received2016-12-31$70,007
Net income (gross income less expenses)2016-12-31$196,280
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,145,427
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$949,147
Assets. Value of participant loans2016-12-31$7,958
Assets. Value of real-estate (other than employer real property)2016-12-31$36,898
Total contributions received or receivable from employer(s)2016-12-31$71,192
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$138,746
Expenses. Total of all expenses incurred2015-12-31$109,898
Benefits paid (including direct rollovers)2015-12-31$109,898
Total plan assets at end of year2015-12-31$949,147
Total plan assets at beginning of year2015-12-31$920,299
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$52,541
Other income received2015-12-31$-15,289
Net income (gross income less expenses)2015-12-31$28,848
Net plan assets at end of year (total assets less liabilities)2015-12-31$949,147
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$920,299
Assets. Value of participant loans2015-12-31$13,825
Assets. Value of real-estate (other than employer real property)2015-12-31$32,927
Total contributions received or receivable from employer(s)2015-12-31$101,494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$198,317
Expenses. Total of all expenses incurred2014-12-31$7,917
Benefits paid (including direct rollovers)2014-12-31$7,917
Total plan assets at end of year2014-12-31$920,299
Total plan assets at beginning of year2014-12-31$729,899
Value of fidelity bond covering the plan2014-12-31$185,000
Total contributions received or receivable from participants2014-12-31$63,446
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$12,511
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$190,400
Net plan assets at end of year (total assets less liabilities)2014-12-31$920,299
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$729,899
Assets. Value of real-estate (other than employer real property)2014-12-31$28,275
Total contributions received or receivable from employer(s)2014-12-31$122,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$252,935
Expenses. Total of all expenses incurred2013-12-31$11,541
Benefits paid (including direct rollovers)2013-12-31$11,541
Total plan assets at end of year2013-12-31$729,899
Total plan assets at beginning of year2013-12-31$488,505
Value of fidelity bond covering the plan2013-12-31$185,000
Total contributions received or receivable from participants2013-12-31$47,670
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$100,249
Net income (gross income less expenses)2013-12-31$241,394
Net plan assets at end of year (total assets less liabilities)2013-12-31$729,899
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$488,505
Assets. Value of real-estate (other than employer real property)2013-12-31$22,459
Total contributions received or receivable from employer(s)2013-12-31$105,016
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$138,187
Expenses. Total of all expenses incurred2012-12-31$1,989
Benefits paid (including direct rollovers)2012-12-31$1,989
Total plan assets at end of year2012-12-31$488,505
Total plan assets at beginning of year2012-12-31$352,307
Value of fidelity bond covering the plan2012-12-31$185,000
Total contributions received or receivable from participants2012-12-31$39,725
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$44,074
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$136,198
Net plan assets at end of year (total assets less liabilities)2012-12-31$488,505
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$352,307
Assets. Value of real-estate (other than employer real property)2012-12-31$22,280
Total contributions received or receivable from employer(s)2012-12-31$54,388
2011 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,377
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$352,307
Total plan assets at beginning of year2011-12-31$331,930
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$38,400
Other income received2011-12-31$-72,237
Net income (gross income less expenses)2011-12-31$20,377
Net plan assets at end of year (total assets less liabilities)2011-12-31$352,307
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$331,930
Assets. Value of real-estate (other than employer real property)2011-12-31$23,741
Total contributions received or receivable from employer(s)2011-12-31$54,214
2010 : SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$41,804
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$331,930
Total plan assets at beginning of year2010-12-31$290,126
Total contributions received or receivable from participants2010-12-31$38,736
Other income received2010-12-31$-44,534
Net income (gross income less expenses)2010-12-31$41,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$331,930
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$290,126
Assets. Value of real-estate (other than employer real property)2010-12-31$108,000
Total contributions received or receivable from employer(s)2010-12-31$47,602

Form 5500 Responses for SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN

2016: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN CALIFORNIA ORAL & MAXILLOFACIAL SURGICAL ARTS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93606
Policy instance 1

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