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ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A.
Employer identification number (EIN):410988471
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-04-01STEVE ZICKERMANN2023-12-14
0022022-04-01STEVE ZICKERMANN2023-07-25
0022021-04-01STEVE ZICKERMANN2022-07-11
0022020-04-01JOSEPH HUSS DDS2021-06-18 JOSEPH HUSS DDS2021-06-18
0022019-04-01WILLIAM WILKE, DMD2020-10-23 WILLIAM WILKE, DMD2020-10-23
0022018-04-01WILLIAM WILKE, DMD2019-07-29 WILLIAM WILKE, DMD2019-07-29
0022017-04-01WILLIAM WILKE, DMD2018-06-05 WILLIAM WILKE, DMD2018-06-05
0022016-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2017-07-21
0022015-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2016-06-23
0022014-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2015-06-24
0022013-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2014-06-06
0022012-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2013-06-27
0022011-04-01WILLIAM WILKIE, DMD WILLIAM WILKIE, DMD2012-08-08
0022010-04-01WILLIAM WILKIE, DMD2011-05-16 WILLIAM WILKIE, DMD2011-05-16

Financial Data on ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-112388707
Net assets as of the end of the plan year2022-07-117639806
Total assets as of the beginning of the plan year2022-07-119094365
Value of plan covered by a fidelity bond2022-07-11500000
Participant contributions to plan in this plan year2022-07-11243999
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-11319666
Plan net income in this plan year2022-07-11-1454559
Net assets as of the end of the plan year2022-07-117639806
Net assets as of the beginning of the plan year2022-07-119094365
Employer contributions to plan in this plan year2022-07-11370483
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1134259
2017 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$949,204
Expenses. Total of all expenses incurred2017-03-31$772,741
Benefits paid (including direct rollovers)2017-03-31$759,394
Total plan assets at end of year2017-03-31$5,489,677
Total plan assets at beginning of year2017-03-31$5,313,214
Value of fidelity bond covering the plan2017-03-31$500,000
Total contributions received or receivable from participants2017-03-31$173,193
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$480,227
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$176,463
Net plan assets at end of year (total assets less liabilities)2017-03-31$5,489,677
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$5,313,214
Total contributions received or receivable from employer(s)2017-03-31$295,784
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$13,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
2016 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$-326,016
Expenses. Total of all expenses incurred2016-03-31$4,621,707
Benefits paid (including direct rollovers)2016-03-31$4,589,345
Total plan assets at end of year2016-03-31$5,313,214
Total plan assets at beginning of year2016-03-31$10,260,937
Value of fidelity bond covering the plan2016-03-31$500,000
Total contributions received or receivable from participants2016-03-31$193,706
Other income received2016-03-31$-804,564
Net income (gross income less expenses)2016-03-31$-4,947,723
Net plan assets at end of year (total assets less liabilities)2016-03-31$5,313,214
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$10,260,937
Total contributions received or receivable from employer(s)2016-03-31$284,842
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$32,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$1,142,292
Expenses. Total of all expenses incurred2015-03-31$131,783
Benefits paid (including direct rollovers)2015-03-31$75,195
Total plan assets at end of year2015-03-31$10,260,937
Total plan assets at beginning of year2015-03-31$9,250,428
Value of fidelity bond covering the plan2015-03-31$500,000
Total contributions received or receivable from participants2015-03-31$203,999
Assets. Value of loans (other than to participants)2015-03-31$0
Other income received2015-03-31$634,026
Net income (gross income less expenses)2015-03-31$1,010,509
Net plan assets at end of year (total assets less liabilities)2015-03-31$10,260,937
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$9,250,428
Total contributions received or receivable from employer(s)2015-03-31$304,267
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$56,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$1,341,632
Expenses. Total of all expenses incurred2014-03-31$94,740
Benefits paid (including direct rollovers)2014-03-31$61,007
Total plan assets at end of year2014-03-31$9,250,428
Total plan assets at beginning of year2014-03-31$8,003,536
Value of fidelity bond covering the plan2014-03-31$500,000
Total contributions received or receivable from participants2014-03-31$199,779
Assets. Value of loans (other than to participants)2014-03-31$25,000
Other income received2014-03-31$837,008
Net income (gross income less expenses)2014-03-31$1,246,892
Net plan assets at end of year (total assets less liabilities)2014-03-31$9,250,428
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$8,003,536
Total contributions received or receivable from employer(s)2014-03-31$304,845
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$33,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$1,206,771
Expenses. Total of all expenses incurred2013-03-31$755,014
Benefits paid (including direct rollovers)2013-03-31$723,250
Total plan assets at end of year2013-03-31$8,003,536
Total plan assets at beginning of year2013-03-31$7,551,779
Value of fidelity bond covering the plan2013-03-31$500,000
Total contributions received or receivable from participants2013-03-31$194,802
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$722,987
Noncash contributions received2013-03-31$0
Net income (gross income less expenses)2013-03-31$451,757
Net plan assets at end of year (total assets less liabilities)2013-03-31$8,003,536
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$7,551,779
Total contributions received or receivable from employer(s)2013-03-31$288,982
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$31,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$404,622
Expenses. Total of all expenses incurred2012-03-31$224,105
Benefits paid (including direct rollovers)2012-03-31$187,613
Total plan assets at end of year2012-03-31$7,551,779
Total plan assets at beginning of year2012-03-31$7,371,262
Value of fidelity bond covering the plan2012-03-31$500,000
Total contributions received or receivable from participants2012-03-31$174,281
Other income received2012-03-31$-88,658
Net income (gross income less expenses)2012-03-31$180,517
Net plan assets at end of year (total assets less liabilities)2012-03-31$7,551,779
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$7,371,262
Total contributions received or receivable from employer(s)2012-03-31$318,999
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$36,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0

Form 5500 Responses for ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN

2016: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number52497
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number52497
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number52497
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number52497
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number52497
Policy instance 1

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