401k Plan data: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST plan

ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST
Plan identification number	001

ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
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

ORAL MAXILLOFACIAL SURGEONS INC has sponsored the creation of one or more 401k plans.

Company Name: ORAL MAXILLOFACIAL SURGEONS INC

Employer identification number (EIN): 470528024

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-10-01 JOHN ENGEL 2020-05-11 JOHN ENGEL 2020-05-11
001 2018-10-01 GREG SMITH 2019-10-30
001 2017-10-01
001 2016-10-01
001 2015-10-01 GREG SMITH
001 2014-10-01 GREG SMITH
001 2013-10-01 GREG SMITH
001 2012-10-01 GREG SMITH
001 2011-10-01 GREG SMITH
001 2010-10-01 GREG SMITH
001 2009-10-01 GREG SMITH

Plan Statistics for ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 50
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 3
Total of all active and inactive participants 2019-10-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 53
Number of participants with account balances 2019-10-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 53
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 52
Total of all active and inactive participants 2018-10-01 52
Total participants 2018-10-01 52
Number of participants with account balances 2018-10-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 3
2017: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 53
Total of all active and inactive participants 2017-10-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 53
Number of participants with account balances 2017-10-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 4
2016: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 50
Total of all active and inactive participants 2016-10-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 50
Number of participants with account balances 2016-10-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 3
2015: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 56
Total of all active and inactive participants 2015-10-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 56
Number of participants with account balances 2015-10-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 6
2014: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 62
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 0
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 0
Number of participants with account balances 2014-10-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 62
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 66
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 66
Number of participants with account balances 2013-10-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 4
2012: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 62
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 62
Number of participants with account balances 2012-10-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 4
2011: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 59
Total of all active and inactive participants 2011-10-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 59
Number of participants with account balances 2011-10-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 5
2010: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-10-01 77
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 65
Total of all active and inactive participants 2010-10-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 65
Number of participants with account balances 2010-10-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 4
2009: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 76
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 77
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 77
Number of participants with account balances 2009-10-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 8

Measure	Date	Value
2019: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	50
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	3
Total of all active and inactive participants	2019-10-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	53
Number of participants with account balances	2019-10-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	53
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	52
Total of all active and inactive participants	2018-10-01	52
Total participants	2018-10-01	52
Number of participants with account balances	2018-10-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	3
2017: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	53
Total of all active and inactive participants	2017-10-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	53
Number of participants with account balances	2017-10-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	4
2016: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	50
Total of all active and inactive participants	2016-10-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	50
Number of participants with account balances	2016-10-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	3
2015: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	56
Total of all active and inactive participants	2015-10-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	56
Number of participants with account balances	2015-10-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	6
2014: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	62
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	0
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	0
Number of participants with account balances	2014-10-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	62
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	66
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	66
Number of participants with account balances	2013-10-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	4
2012: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	62
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	62
Number of participants with account balances	2012-10-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	4
2011: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	59
Total of all active and inactive participants	2011-10-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	59
Number of participants with account balances	2011-10-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	5
2010: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-10-01	77
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	65
Total of all active and inactive participants	2010-10-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	65
Number of participants with account balances	2010-10-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	4
2009: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	76
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	77
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	77
Number of participants with account balances	2009-10-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	8

Financial Data on ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2019 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,064,676
Expenses. Total of all expenses incurred	2019-12-31	$4,347,974
Benefits paid (including direct rollovers)	2019-12-31	$4,329,690
Total plan assets at end of year	2019-12-31	$15,735,521
Total plan assets at beginning of year	2019-12-31	$19,018,819
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$60,546
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$205
Other income received	2019-12-31	$946,508
Net income (gross income less expenses)	2019-12-31	$-3,283,298
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$15,735,521
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$19,018,819
Assets. Value of participant loans	2019-12-31	$81,989
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$27,259
Total contributions received or receivable from employer(s)	2019-12-31	$57,417
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-09-30	$0
Minimum employer required contribution for this plan year	2019-09-30	$447,824
Amount contributed by the employer to the plan for this plan year	2019-09-30	$447,824
2018 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-09-30	$2,694,654
Expenses. Total of all expenses incurred	2018-09-30	$3,169,915
Benefits paid (including direct rollovers)	2018-09-30	$3,168,635
Total plan assets at end of year	2018-09-30	$18,386,426
Total plan assets at beginning of year	2018-09-30	$18,861,687
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$332,238
Expenses. Other expenses not covered elsewhere	2018-09-30	$1,280
Contributions received from other sources (not participants or employers)	2018-09-30	$355,542
Other income received	2018-09-30	$1,533,474
Net income (gross income less expenses)	2018-09-30	$-475,261
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$18,386,426
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$18,861,687
Assets. Value of participant loans	2018-09-30	$37,887
Assets. Value of assets in partnership/joint-venture interests	2018-09-30	$78,352
Total contributions received or receivable from employer(s)	2018-09-30	$473,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$826,002
Funding deficiency by the employer to the plan for this plan year	2018-09-30	$0
Minimum employer required contribution for this plan year	2018-09-30	$473,400
Amount contributed by the employer to the plan for this plan year	2018-09-30	$473,400
2017 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-09-30	$2,449,186
Expenses. Total of all expenses incurred	2017-09-30	$866,460
Benefits paid (including direct rollovers)	2017-09-30	$668,141
Total plan assets at end of year	2017-09-30	$18,861,687
Total plan assets at beginning of year	2017-09-30	$17,278,961
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$354,044
Expenses. Other expenses not covered elsewhere	2017-09-30	$198,319
Other income received	2017-09-30	$1,594,944
Net income (gross income less expenses)	2017-09-30	$1,582,726
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$18,861,687
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$17,278,961
Assets. Value of participant loans	2017-09-30	$4,942
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$112,305
Assets. Value of real-estate (other than employer real property)	2017-09-30	$811,250
Total contributions received or receivable from employer(s)	2017-09-30	$500,198
Funding deficiency by the employer to the plan for this plan year	2017-09-30	$0
Minimum employer required contribution for this plan year	2017-09-30	$500,198
Amount contributed by the employer to the plan for this plan year	2017-09-30	$500,198
2016 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-09-30	$2,171,555
Expenses. Total of all expenses incurred	2016-09-30	$513,701
Benefits paid (including direct rollovers)	2016-09-30	$486,480
Total plan assets at end of year	2016-09-30	$17,278,961
Total plan assets at beginning of year	2016-09-30	$15,621,107
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$365,470
Expenses. Other expenses not covered elsewhere	2016-09-30	$20,569
Other income received	2016-09-30	$1,274,461
Net income (gross income less expenses)	2016-09-30	$1,657,854
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$17,278,961
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$15,621,107
Assets. Value of participant loans	2016-09-30	$7,198
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$69,419
Assets. Value of real-estate (other than employer real property)	2016-09-30	$858,450
Total contributions received or receivable from employer(s)	2016-09-30	$531,624
Value of certain deemed distributions of participant loans	2016-09-30	$6,652
Funding deficiency by the employer to the plan for this plan year	2016-09-30	$0
Minimum employer required contribution for this plan year	2016-09-30	$531,624
Amount contributed by the employer to the plan for this plan year	2016-09-30	$531,624
2015 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-09-30	$391,739
Expenses. Total of all expenses incurred	2015-09-30	$434,803
Benefits paid (including direct rollovers)	2015-09-30	$434,803
Total plan assets at end of year	2015-09-30	$15,621,107
Total plan assets at beginning of year	2015-09-30	$15,664,171
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$338,572
Contributions received from other sources (not participants or employers)	2015-09-30	$6,256
Other income received	2015-09-30	$-457,708
Net income (gross income less expenses)	2015-09-30	$-43,064
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$15,621,107
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$15,664,171
Assets. Value of participant loans	2015-09-30	$38,511
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$26,627
Assets. Value of real-estate (other than employer real property)	2015-09-30	$858,450
Total contributions received or receivable from employer(s)	2015-09-30	$504,619
Funding deficiency by the employer to the plan for this plan year	2015-09-30	$0
Minimum employer required contribution for this plan year	2015-09-30	$504,619
Amount contributed by the employer to the plan for this plan year	2015-09-30	$504,619
2014 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-09-30	$2,528,299
Expenses. Total of all expenses incurred	2014-09-30	$6,602,538
Benefits paid (including direct rollovers)	2014-09-30	$6,588,880
Total plan assets at end of year	2014-09-30	$15,664,171
Total plan assets at beginning of year	2014-09-30	$19,738,410
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$353,548
Other income received	2014-09-30	$1,670,599
Net income (gross income less expenses)	2014-09-30	$-4,074,239
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$15,664,171
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$19,738,410
Assets. Value of participant loans	2014-09-30	$47,598
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$59,702
Assets. Value of real-estate (other than employer real property)	2014-09-30	$858,450
Total contributions received or receivable from employer(s)	2014-09-30	$504,152
Value of certain deemed distributions of participant loans	2014-09-30	$13,658
Funding deficiency by the employer to the plan for this plan year	2014-09-30	$0
Minimum employer required contribution for this plan year	2014-09-30	$504,152
Amount contributed by the employer to the plan for this plan year	2014-09-30	$504,152
2013 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-09-30	$2,471,643
Expenses. Total of all expenses incurred	2013-09-30	$1,507,679
Benefits paid (including direct rollovers)	2013-09-30	$1,507,679
Total plan assets at end of year	2013-09-30	$19,738,410
Total plan assets at beginning of year	2013-09-30	$18,774,446
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$390,714
Contributions received from other sources (not participants or employers)	2013-09-30	$26,894
Other income received	2013-09-30	$1,477,876
Net income (gross income less expenses)	2013-09-30	$963,964
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$19,738,410
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$18,774,446
Assets. Value of participant loans	2013-09-30	$57,880
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$59,702
Assets. Value of real-estate (other than employer real property)	2013-09-30	$451,050
Total contributions received or receivable from employer(s)	2013-09-30	$576,159
Funding deficiency by the employer to the plan for this plan year	2013-09-30	$0
Minimum employer required contribution for this plan year	2013-09-30	$576,159
Amount contributed by the employer to the plan for this plan year	2013-09-30	$576,159
2012 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-09-30	$3,297,791
Expenses. Total of all expenses incurred	2012-09-30	$863,321
Benefits paid (including direct rollovers)	2012-09-30	$817,934
Total plan assets at end of year	2012-09-30	$18,774,446
Total plan assets at beginning of year	2012-09-30	$16,339,976
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$389,539
Contributions received from other sources (not participants or employers)	2012-09-30	$68,812
Other income received	2012-09-30	$2,270,832
Net income (gross income less expenses)	2012-09-30	$2,434,470
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$18,774,446
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$16,339,976
Assets. Value of participant loans	2012-09-30	$46,855
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$178,917
Assets. Value of real-estate (other than employer real property)	2012-09-30	$451,050
Total contributions received or receivable from employer(s)	2012-09-30	$568,608
Value of certain deemed distributions of participant loans	2012-09-30	$45,387
Funding deficiency by the employer to the plan for this plan year	2012-09-30	$0
Minimum employer required contribution for this plan year	2012-09-30	$568,608
Amount contributed by the employer to the plan for this plan year	2012-09-30	$568,608
2011 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-09-30	$872,460
Expenses. Total of all expenses incurred	2011-09-30	$2,596,112
Benefits paid (including direct rollovers)	2011-09-30	$2,573,054
Total plan assets at end of year	2011-09-30	$16,339,976
Total plan assets at beginning of year	2011-09-30	$18,063,628
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$385,581
Contributions received from other sources (not participants or employers)	2011-09-30	$49,581
Other income received	2011-09-30	$-96,076
Net income (gross income less expenses)	2011-09-30	$-1,723,652
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$16,339,976
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$18,063,628
Assets. Value of participant loans	2011-09-30	$81,640
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$132,264
Assets. Value of real-estate (other than employer real property)	2011-09-30	$451,050
Total contributions received or receivable from employer(s)	2011-09-30	$533,374
Value of certain deemed distributions of participant loans	2011-09-30	$23,058
Funding deficiency by the employer to the plan for this plan year	2011-09-30	$0
Minimum employer required contribution for this plan year	2011-09-30	$533,374
Amount contributed by the employer to the plan for this plan year	2011-09-30	$533,374
2010 : ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-09-30	$0
Minimum employer required contribution for this plan year	2010-09-30	$648,562
Amount contributed by the employer to the plan for this plan year	2010-09-30	$648,562

Form 5500 Responses for ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST

2019: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ORAL MAXILLOFACIAL SURGEONS INC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

58926

Policy instance

Insurance contract or identification number	58926
Number of Individuals Covered	48
Insurance policy start date	2019-10-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $441
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $441
Insurance broker organization code?	5

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Company Name:	ORAL MAXILLOFACIAL SURGEONS INC
Employer identification number (EIN):	470528024
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-10-01	JOHN ENGEL	2020-05-11	JOHN ENGEL	2020-05-11
001	2018-10-01	GREG SMITH	2019-10-30
001	2017-10-01
001	2016-10-01
001	2015-10-01	GREG SMITH
001	2014-10-01	GREG SMITH
001	2013-10-01	GREG SMITH
001	2012-10-01	GREG SMITH
001	2011-10-01	GREG SMITH
001	2010-10-01	GREG SMITH
001	2009-10-01	GREG SMITH