?>
Logo

LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 401k Plan overview

Plan NameLI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN
Plan identification number 001

LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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

LONG ISLAND ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:LONG ISLAND ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, LLP
Employer identification number (EIN):113393135
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about LONG ISLAND ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2000-05-31
Company Identification Number: 2515563
Legal Registered Office Address: 132 TERRYVILLE ROAD

PT JEFFERSON STATION
United States of America (USA)
11776

More information about LONG ISLAND ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01STEVEN SCHWARTZ2022-10-13
0012020-01-01STEVEN SCHWARTZ2021-10-11
0012019-01-01
0012018-01-01
0012017-01-01STEVEN SCHWARTZ
0012016-01-01STEVEN SCHWARTZ
0012015-01-01STEVEN SCHWARTZ
0012014-01-01STEVEN SCHWARTZ
0012013-01-01STEVEN SCHWARTZ
0012012-01-01STEVEN SCHWARTZ
0012011-01-01STEVEN SCHWARTZ
0012009-01-01STEVEN SCHWARTZ

Plan Statistics for LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN

401k plan membership statisitcs for LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN

Measure Date Value
2020: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0144
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0120
Total participants2020-01-0120
Number of participants with account balances2020-01-0120
2019: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0143
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0145
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0150
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0141
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0151
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0146
Number of participants with account balances2015-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0135
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0140
Total participants2012-01-0140
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN

Measure Date Value
2020 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2020 401k financial data
Total income from all sources2020-12-31$223,554
Expenses. Total of all expenses incurred2020-12-31$936,325
Benefits paid (including direct rollovers)2020-12-31$936,325
Total plan assets at end of year2020-12-31$1,824,025
Total plan assets at beginning of year2020-12-31$2,536,796
Value of fidelity bond covering the plan2020-12-31$260,000
Other income received2020-12-31$223,554
Net income (gross income less expenses)2020-12-31$-712,771
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,824,025
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,536,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2019 401k financial data
Total income from all sources2019-12-31$520,972
Expenses. Total of all expenses incurred2019-12-31$105,418
Benefits paid (including direct rollovers)2019-12-31$99,855
Total plan assets at end of year2019-12-31$2,536,796
Total plan assets at beginning of year2019-12-31$2,121,242
Value of fidelity bond covering the plan2019-12-31$260,000
Total contributions received or receivable from participants2019-12-31$3,345
Other income received2019-12-31$285,546
Net income (gross income less expenses)2019-12-31$415,554
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,536,796
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,121,242
Total contributions received or receivable from employer(s)2019-12-31$232,081
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2018 401k financial data
Total income from all sources2018-12-31$247,184
Expenses. Total of all expenses incurred2018-12-31$766,527
Benefits paid (including direct rollovers)2018-12-31$766,527
Total plan assets at end of year2018-12-31$2,121,242
Total plan assets at beginning of year2018-12-31$2,640,585
Value of fidelity bond covering the plan2018-12-31$260,000
Total contributions received or receivable from participants2018-12-31$13,260
Contributions received from other sources (not participants or employers)2018-12-31$24,200
Other income received2018-12-31$-67,378
Net income (gross income less expenses)2018-12-31$-519,343
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,121,242
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,640,585
Assets. Value of participant loans2018-12-31$51,017
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$31,386
Total contributions received or receivable from employer(s)2018-12-31$277,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2017 401k financial data
Total income from all sources2017-12-31$580,214
Expenses. Total of all expenses incurred2017-12-31$65,381
Benefits paid (including direct rollovers)2017-12-31$64,681
Total plan assets at end of year2017-12-31$2,640,585
Total plan assets at beginning of year2017-12-31$2,125,752
Value of fidelity bond covering the plan2017-12-31$260,000
Total contributions received or receivable from participants2017-12-31$13,180
Expenses. Other expenses not covered elsewhere2017-12-31$700
Contributions received from other sources (not participants or employers)2017-12-31$6,923
Other income received2017-12-31$294,817
Net income (gross income less expenses)2017-12-31$514,833
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,640,585
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,125,752
Assets. Value of participant loans2017-12-31$46,888
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$40,058
Total contributions received or receivable from employer(s)2017-12-31$265,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2016 401k financial data
Total income from all sources2016-12-31$321,952
Expenses. Total of all expenses incurred2016-12-31$49,957
Benefits paid (including direct rollovers)2016-12-31$46,586
Total plan assets at end of year2016-12-31$2,125,752
Total plan assets at beginning of year2016-12-31$1,853,757
Value of fidelity bond covering the plan2016-12-31$260,000
Total contributions received or receivable from participants2016-12-31$11,700
Expenses. Other expenses not covered elsewhere2016-12-31$100
Contributions received from other sources (not participants or employers)2016-12-31$29,005
Other income received2016-12-31$18,942
Net income (gross income less expenses)2016-12-31$271,995
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,125,752
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,853,757
Assets. Value of participant loans2016-12-31$25,401
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$21,253
Total contributions received or receivable from employer(s)2016-12-31$262,305
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,271
2015 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2015 401k financial data
Total income from all sources2015-12-31$275,707
Expenses. Total of all expenses incurred2015-12-31$898
Benefits paid (including direct rollovers)2015-12-31$898
Total plan assets at end of year2015-12-31$1,853,757
Total plan assets at beginning of year2015-12-31$1,578,948
Value of fidelity bond covering the plan2015-12-31$260,000
Total contributions received or receivable from participants2015-12-31$8,840
Other income received2015-12-31$-15,330
Net income (gross income less expenses)2015-12-31$274,809
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,853,757
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,578,948
Assets. Value of participant loans2015-12-31$21,767
Total contributions received or receivable from employer(s)2015-12-31$282,197
2014 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2014 401k financial data
Total income from all sources2014-12-31$125,341
Expenses. Total of all expenses incurred2014-12-31$11,092
Benefits paid (including direct rollovers)2014-12-31$11,056
Total plan assets at end of year2014-12-31$1,578,948
Total plan assets at beginning of year2014-12-31$1,464,699
Value of fidelity bond covering the plan2014-12-31$260,000
Total contributions received or receivable from participants2014-12-31$11,740
Expenses. Other expenses not covered elsewhere2014-12-31$36
Other income received2014-12-31$52,461
Net income (gross income less expenses)2014-12-31$114,249
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,578,948
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,464,699
Assets. Value of participant loans2014-12-31$28,607
Total contributions received or receivable from employer(s)2014-12-31$61,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2013 401k financial data
Total income from all sources2013-12-31$288,957
Expenses. Total of all expenses incurred2013-12-31$2,827
Total plan assets at end of year2013-12-31$1,464,699
Total plan assets at beginning of year2013-12-31$1,178,569
Value of fidelity bond covering the plan2013-12-31$260,000
Total contributions received or receivable from participants2013-12-31$11,070
Other income received2013-12-31$203,378
Net income (gross income less expenses)2013-12-31$286,130
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,464,699
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,178,569
Assets. Value of participant loans2013-12-31$19,758
Total contributions received or receivable from employer(s)2013-12-31$74,509
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,827
2012 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2012 401k financial data
Total income from all sources2012-12-31$162,151
Expenses. Total of all expenses incurred2012-12-31$3,557
Benefits paid (including direct rollovers)2012-12-31$3,332
Total plan assets at end of year2012-12-31$1,178,569
Total plan assets at beginning of year2012-12-31$1,019,975
Value of fidelity bond covering the plan2012-12-31$260,000
Total contributions received or receivable from participants2012-12-31$8,590
Expenses. Other expenses not covered elsewhere2012-12-31$225
Other income received2012-12-31$53,561
Net income (gross income less expenses)2012-12-31$158,594
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,178,569
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,019,975
Assets. Value of participant loans2012-12-31$21,725
Total contributions received or receivable from employer(s)2012-12-31$100,000
2011 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,099
Expenses. Total of all expenses incurred2011-12-31$32,923
Benefits paid (including direct rollovers)2011-12-31$32,843
Total plan assets at end of year2011-12-31$1,019,975
Total plan assets at beginning of year2011-12-31$1,046,799
Value of fidelity bond covering the plan2011-12-31$260,000
Total contributions received or receivable from participants2011-12-31$8,070
Expenses. Other expenses not covered elsewhere2011-12-31$32
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-1,971
Net income (gross income less expenses)2011-12-31$-26,824
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,019,975
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,046,799
Assets. Value of participant loans2011-12-31$3,566
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$48
2010 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2010 401k financial data
Total income from all sources2010-12-31$115,500
Expenses. Total of all expenses incurred2010-12-31$32,254
Benefits paid (including direct rollovers)2010-12-31$32,206
Total plan assets at end of year2010-12-31$1,046,799
Total plan assets at beginning of year2010-12-31$963,553
Value of fidelity bond covering the plan2010-12-31$260,000
Total contributions received or receivable from participants2010-12-31$9,415
Other income received2010-12-31$106,085
Net income (gross income less expenses)2010-12-31$83,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,046,799
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$963,553
Assets. Value of participant loans2010-12-31$14,421
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN

2020: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2015: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2014: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2013: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2012: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2011: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S 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 - TrustYes
2009: LI ORAL & MAXILLOFACIAL SURGERY ASSOC., LLP 401K) P S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberDARROONYOOK1
Policy instance 1
Insurance contract or identification numberDARROONYOOK1
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3