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COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCOMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC.
Employer identification number (EIN):311508141
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFF KOSMAN2023-10-06
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY KOSMAN
0012016-01-01JEFFREY KOSMAN
0012015-01-01JEFFREY KOSMAN
0012014-01-01JEFFREY KOSMAN
0012013-01-01JEFFREY KOSMAN
0012012-01-01JEFFREY KOSMAN
0012011-01-01JEFFREY KOSMAN
0012010-01-01JEFFREY KOSMAN
0012009-01-01JEFFREY KOSMAN

Plan Statistics for COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-016

Financial Data on COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2021 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$323,154
Total plan assets at end of year2021-12-31$1,712,462
Total plan assets at beginning of year2021-12-31$1,389,308
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$85,917
Contributions received from other sources (not participants or employers)2021-12-31$8,370
Other income received2021-12-31$201,095
Net income (gross income less expenses)2021-12-31$323,154
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,712,462
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,389,308
Total contributions received or receivable from employer(s)2021-12-31$27,772
2020 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$270,131
Expenses. Total of all expenses incurred2020-12-31$4,282
Benefits paid (including direct rollovers)2020-12-31$4,282
Total plan assets at end of year2020-12-31$1,389,308
Total plan assets at beginning of year2020-12-31$1,123,459
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$82,794
Other income received2020-12-31$160,831
Net income (gross income less expenses)2020-12-31$265,849
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,389,308
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,123,459
Total contributions received or receivable from employer(s)2020-12-31$26,506
2019 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$267,695
Total plan assets at end of year2019-12-31$1,123,459
Total plan assets at beginning of year2019-12-31$855,764
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$27,834
Other income received2019-12-31$171,527
Net income (gross income less expenses)2019-12-31$267,695
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,123,459
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$855,764
Total contributions received or receivable from employer(s)2019-12-31$68,334
2018 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-40,164
Total plan assets at end of year2018-12-31$855,764
Total plan assets at beginning of year2018-12-31$895,928
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$68,331
Other income received2018-12-31$-136,650
Net income (gross income less expenses)2018-12-31$-40,164
Net plan assets at end of year (total assets less liabilities)2018-12-31$855,764
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$895,928
Total contributions received or receivable from employer(s)2018-12-31$28,155
2017 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$168,395
Expenses. Total of all expenses incurred2017-12-31$62,286
Benefits paid (including direct rollovers)2017-12-31$62,286
Total plan assets at end of year2017-12-31$895,928
Total plan assets at beginning of year2017-12-31$789,819
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$52,981
Other income received2017-12-31$96,050
Net income (gross income less expenses)2017-12-31$106,109
Net plan assets at end of year (total assets less liabilities)2017-12-31$895,928
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$789,819
Assets. Value of participant loans2017-12-31$75,805
Total contributions received or receivable from employer(s)2017-12-31$19,364
2016 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$93,463
Total plan assets at end of year2016-12-31$789,819
Total plan assets at beginning of year2016-12-31$696,356
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$24,950
Other income received2016-12-31$52,676
Net income (gross income less expenses)2016-12-31$93,463
Net plan assets at end of year (total assets less liabilities)2016-12-31$789,819
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$696,356
Assets. Value of participant loans2016-12-31$73,531
Total contributions received or receivable from employer(s)2016-12-31$15,837
2015 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$22,947
Total plan assets at end of year2015-12-31$696,356
Total plan assets at beginning of year2015-12-31$673,409
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$20,056
Other income received2015-12-31$-13,290
Net income (gross income less expenses)2015-12-31$22,947
Net plan assets at end of year (total assets less liabilities)2015-12-31$696,356
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$673,409
Assets. Value of participant loans2015-12-31$81,755
Total contributions received or receivable from employer(s)2015-12-31$16,181
2014 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$83,208
Total plan assets at end of year2014-12-31$673,409
Total plan assets at beginning of year2014-12-31$590,201
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$19,193
Other income received2014-12-31$45,290
Net income (gross income less expenses)2014-12-31$83,208
Net plan assets at end of year (total assets less liabilities)2014-12-31$673,409
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$590,201
Assets. Value of participant loans2014-12-31$51,000
Total contributions received or receivable from employer(s)2014-12-31$18,725
2013 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$129,673
Total plan assets at end of year2013-12-31$590,201
Total plan assets at beginning of year2013-12-31$460,528
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$19,713
Other income received2013-12-31$88,056
Net income (gross income less expenses)2013-12-31$129,673
Net plan assets at end of year (total assets less liabilities)2013-12-31$590,201
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$460,528
Total contributions received or receivable from employer(s)2013-12-31$21,904
2012 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$68,252
Expenses. Total of all expenses incurred2012-12-31$26,049
Benefits paid (including direct rollovers)2012-12-31$26,049
Total plan assets at end of year2012-12-31$460,528
Total plan assets at beginning of year2012-12-31$418,325
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$19,653
Other income received2012-12-31$27,725
Net income (gross income less expenses)2012-12-31$42,203
Net plan assets at end of year (total assets less liabilities)2012-12-31$460,528
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$418,325
Total contributions received or receivable from employer(s)2012-12-31$20,874
2011 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$13,945
Total plan assets at end of year2011-12-31$418,325
Total plan assets at beginning of year2011-12-31$404,380
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$14,109
Other income received2011-12-31$-30,164
Net income (gross income less expenses)2011-12-31$13,945
Net plan assets at end of year (total assets less liabilities)2011-12-31$418,325
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$404,380
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$55,887
Total plan assets at end of year2010-12-31$404,380
Total plan assets at beginning of year2010-12-31$348,493
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$16,020
Other income received2010-12-31$27,839
Net income (gross income less expenses)2010-12-31$55,887
Net plan assets at end of year (total assets less liabilities)2010-12-31$404,380
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$348,493
Total contributions received or receivable from employer(s)2010-12-31$12,028

Form 5500 Responses for COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST

2021: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 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: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 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: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 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: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 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: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 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: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMPREHENSIVE ORAL AND MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300753
Policy instance 1
Insurance contract or identification number300753
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-04-06
Total amount of fees paid to insurance companyUSD $73
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerADVISORY SERVICES TO PLAN SPONSORS
Insurance broker organization code?7
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE638381
Policy instance 2
Insurance contract or identification numberE638381
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300753
Policy instance 1
Insurance contract or identification number300753
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,402
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1258
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND / OR SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTRIAD ADVISORS INC.

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