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DR. CRAIG OSER LLC 401(K) PLAN 401k Plan overview

Plan NameDR. CRAIG OSER LLC 401(K) PLAN
Plan identification number 001

DR. CRAIG OSER LLC 401(K) 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DR. CRAIG OSER LLC has sponsored the creation of one or more 401k plans.

Company Name:DR. CRAIG OSER LLC
Employer identification number (EIN):352372448
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CRAIG OSER LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAIG OSER2024-09-19
0012022-01-01CRAIG OSER2023-05-15
0012021-01-01CRAIG OSER2022-09-06
0012020-01-01CRAIG OSER2021-06-24
0012019-01-01
0012018-01-01
0012017-01-01CRAIG OSER
0012016-01-01CRAIG OSER
0012015-01-01CRAIG OSER
0012014-01-01CRAIG OSER

Financial Data on DR. CRAIG OSER LLC 401(K) PLAN

Measure Date Value
2025 : DR. CRAIG OSER LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-10290
Net assets as of the end of the plan year2025-07-10519567
Total assets as of the beginning of the plan year2025-07-10432709
Participant contributions to plan in this plan year2025-07-1030498
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-1034450
Plan net income in this plan year2025-07-1086858
Net assets as of the end of the plan year2025-07-10519567
Net assets as of the beginning of the plan year2025-07-10432709
Employer contributions to plan in this plan year2025-07-1022200
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10290
2024 : DR. CRAIG OSER LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-1916578
Net assets as of the end of the plan year2024-09-19432709
Total assets as of the beginning of the plan year2024-09-19378287
Participant contributions to plan in this plan year2024-09-190
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-1948800
Plan net income in this plan year2024-09-1954422
Net assets as of the end of the plan year2024-09-19432709
Net assets as of the beginning of the plan year2024-09-19378287
Employer contributions to plan in this plan year2024-09-1922200
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1978
2019 : DR. CRAIG OSER LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$74,514
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$306,667
Total plan assets at beginning of year2019-12-31$232,153
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$55,914
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$74,514
Net plan assets at end of year (total assets less liabilities)2019-12-31$306,667
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$232,153
Total contributions received or receivable from employer(s)2019-12-31$18,600
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : DR. CRAIG OSER LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-13,031
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$232,153
Total plan assets at beginning of year2018-12-31$245,184
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-17,355
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-13,031
Net plan assets at end of year (total assets less liabilities)2018-12-31$232,153
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$245,184
Total contributions received or receivable from employer(s)2018-12-31$4,324
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : DR. CRAIG OSER LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$19,510
Expenses. Total of all expenses incurred2017-12-31$2,122
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$245,184
Total plan assets at beginning of year2017-12-31$227,796
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$18,010
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$17,388
Net plan assets at end of year (total assets less liabilities)2017-12-31$245,184
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$227,796
Total contributions received or receivable from employer(s)2017-12-31$1,500
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,122
2016 : DR. CRAIG OSER LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$213,012
Expenses. Total of all expenses incurred2016-12-31$736
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$227,796
Total plan assets at beginning of year2016-12-31$15,520
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$206,937
Other income received2016-12-31$1,190
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$212,276
Net plan assets at end of year (total assets less liabilities)2016-12-31$227,796
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$15,520
Total contributions received or receivable from employer(s)2016-12-31$4,885
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$736
2015 : DR. CRAIG OSER LLC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$4,597
Expenses. Total of all expenses incurred2015-12-31$52
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$15,520
Total plan assets at beginning of year2015-12-31$10,975
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-283
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$4,545
Net plan assets at end of year (total assets less liabilities)2015-12-31$15,520
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,975
Total contributions received or receivable from employer(s)2015-12-31$4,880
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$52
2014 : DR. CRAIG OSER LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$5,285
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$10,975
Total plan assets at beginning of year2014-12-31$5,690
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-241
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$5,285
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,975
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,690
Total contributions received or receivable from employer(s)2014-12-31$5,526
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for DR. CRAIG OSER LLC 401(K) PLAN

2019: DR. CRAIG OSER LLC 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DR. CRAIG OSER LLC 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. CRAIG OSER LLC 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. CRAIG OSER LLC 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. CRAIG OSER LLC 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. CRAIG OSER LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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