401k Plan data: BILLINGS ORAL SURGERY 401K PLAN plan

BILLINGS ORAL SURGERY 401K PLAN 401k Plan overview

Plan Name	BILLINGS ORAL SURGERY 401K PLAN
Plan identification number	001

BILLINGS ORAL SURGERY 401K PLAN Benefits

401k Plan Type

Defined 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.
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

BILLINGS ORAL SURGERY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: BILLINGS ORAL SURGERY, PLLC

Employer identification number (EIN): 562324579

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILLINGS ORAL SURGERY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOHN W. BENNION 2021-03-09
001 2019-01-01
001 2018-01-01 JOHN W. BENNION
001 2017-01-01 JOHN W. BENNION
001 2016-01-01 JOHN W. BENNION
001 2015-01-01 JOHN W. BENNION
001 2014-01-01 JOHN W. BENNION
001 2013-01-01 JOHN W. BENNION
001 2012-01-01 JOHN W. BENNION
001 2011-01-01 JOHN W. BENNION
001 2009-01-01 JOHN W. BENNION JOHN W. BENNION 2010-08-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	JOHN W. BENNION	2021-03-09
001	2019-01-01
001	2018-01-01	JOHN W. BENNION
001	2017-01-01	JOHN W. BENNION
001	2016-01-01	JOHN W. BENNION
001	2015-01-01	JOHN W. BENNION
001	2014-01-01	JOHN W. BENNION
001	2013-01-01	JOHN W. BENNION
001	2012-01-01	JOHN W. BENNION
001	2011-01-01	JOHN W. BENNION
001	2009-01-01	JOHN W. BENNION		JOHN W. BENNION	2010-08-08

Plan Statistics for BILLINGS ORAL SURGERY 401K PLAN

401k plan membership statisitcs for BILLINGS ORAL SURGERY 401K PLAN

Measure Date Value
2020: BILLINGS ORAL SURGERY 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: BILLINGS ORAL SURGERY 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
2018: BILLINGS ORAL SURGERY 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BILLINGS ORAL SURGERY 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BILLINGS ORAL SURGERY 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BILLINGS ORAL SURGERY 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
2014: BILLINGS ORAL SURGERY 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BILLINGS ORAL SURGERY 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BILLINGS ORAL SURGERY 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BILLINGS ORAL SURGERY 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BILLINGS ORAL SURGERY 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: BILLINGS ORAL SURGERY 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: BILLINGS ORAL SURGERY 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
2018: BILLINGS ORAL SURGERY 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BILLINGS ORAL SURGERY 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BILLINGS ORAL SURGERY 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BILLINGS ORAL SURGERY 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
2014: BILLINGS ORAL SURGERY 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BILLINGS ORAL SURGERY 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BILLINGS ORAL SURGERY 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BILLINGS ORAL SURGERY 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BILLINGS ORAL SURGERY 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BILLINGS ORAL SURGERY 401K PLAN

Measure	Date	Value
2020 : BILLINGS ORAL SURGERY 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$930,785
Expenses. Total of all expenses incurred	2020-12-31	$26,273
Total plan assets at end of year	2020-12-31	$6,246,987
Total plan assets at beginning of year	2020-12-31	$5,342,475
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$144,039
Other income received	2020-12-31	$661,354
Net income (gross income less expenses)	2020-12-31	$904,512
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,246,987
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,342,475
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$125,392
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BILLINGS ORAL SURGERY 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,162,999
Expenses. Total of all expenses incurred	2019-12-31	$24,061
Total plan assets at end of year	2019-12-31	$5,342,475
Total plan assets at beginning of year	2019-12-31	$4,203,537
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$132,409
Other income received	2019-12-31	$879,831
Net income (gross income less expenses)	2019-12-31	$1,138,938
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,342,475
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,203,537
Assets. Value of participant loans	2019-12-31	$160
Total contributions received or receivable from employer(s)	2019-12-31	$150,759
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BILLINGS ORAL SURGERY 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$492
Expenses. Total of all expenses incurred	2018-12-31	$24,583
Benefits paid (including direct rollovers)	2018-12-31	$777
Total plan assets at end of year	2018-12-31	$4,203,537
Total plan assets at beginning of year	2018-12-31	$4,227,628
Value of fidelity bond covering the plan	2018-12-31	$439,500
Total contributions received or receivable from participants	2018-12-31	$126,103
Other income received	2018-12-31	$-274,376
Net income (gross income less expenses)	2018-12-31	$-24,091
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,203,537
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,227,628
Assets. Value of participant loans	2018-12-31	$1,420
Total contributions received or receivable from employer(s)	2018-12-31	$148,765
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BILLINGS ORAL SURGERY 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$917,435
Expenses. Total of all expenses incurred	2017-12-31	$684,280
Benefits paid (including direct rollovers)	2017-12-31	$657,236
Total plan assets at end of year	2017-12-31	$4,227,628
Total plan assets at beginning of year	2017-12-31	$3,994,473
Value of fidelity bond covering the plan	2017-12-31	$480,800
Total contributions received or receivable from participants	2017-12-31	$121,457
Other income received	2017-12-31	$654,824
Net income (gross income less expenses)	2017-12-31	$233,155
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,227,628
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,994,473
Assets. Value of participant loans	2017-12-31	$998
Total contributions received or receivable from employer(s)	2017-12-31	$141,154
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BILLINGS ORAL SURGERY 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$539,383
Expenses. Total of all expenses incurred	2016-12-31	$45,002
Benefits paid (including direct rollovers)	2016-12-31	$29,409
Total plan assets at end of year	2016-12-31	$3,994,473
Total plan assets at beginning of year	2016-12-31	$3,500,092
Value of fidelity bond covering the plan	2016-12-31	$391,200
Total contributions received or receivable from participants	2016-12-31	$133,660
Other income received	2016-12-31	$234,472
Net income (gross income less expenses)	2016-12-31	$494,381
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,994,473
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,500,092
Assets. Value of participant loans	2016-12-31	$1,479
Total contributions received or receivable from employer(s)	2016-12-31	$171,251
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BILLINGS ORAL SURGERY 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$120,940
Expenses. Total of all expenses incurred	2015-12-31	$67,469
Benefits paid (including direct rollovers)	2015-12-31	$63,917
Total plan assets at end of year	2015-12-31	$3,500,092
Total plan assets at beginning of year	2015-12-31	$3,446,621
Value of fidelity bond covering the plan	2015-12-31	$360,100
Total contributions received or receivable from participants	2015-12-31	$112,042
Other income received	2015-12-31	$-132,551
Net income (gross income less expenses)	2015-12-31	$53,471
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,500,092
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,446,621
Assets. Value of participant loans	2015-12-31	$1,940
Total contributions received or receivable from employer(s)	2015-12-31	$141,449
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,552
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BILLINGS ORAL SURGERY 401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$50
Total income from all sources	2014-12-31	$380,830
Expenses. Total of all expenses incurred	2014-12-31	$153,872
Benefits paid (including direct rollovers)	2014-12-31	$150,843
Total plan assets at end of year	2014-12-31	$3,446,621
Total plan assets at beginning of year	2014-12-31	$3,219,713
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$103,811
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,029
Contributions received from other sources (not participants or employers)	2014-12-31	$14,730
Noncash contributions received	2014-12-31	$136,208
Net income (gross income less expenses)	2014-12-31	$226,958
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,446,621
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,219,663
Assets. Value of participant loans	2014-12-31	$2,997
Total contributions received or receivable from employer(s)	2014-12-31	$126,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BILLINGS ORAL SURGERY 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$50
Total plan liabilities at beginning of year	2013-12-31	$50
Total income from all sources	2013-12-31	$642,706
Expenses. Total of all expenses incurred	2013-12-31	$22,965
Benefits paid (including direct rollovers)	2013-12-31	$20,961
Total plan assets at end of year	2013-12-31	$3,219,713
Total plan assets at beginning of year	2013-12-31	$2,599,972
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$100,681
Other income received	2013-12-31	$410,039
Net income (gross income less expenses)	2013-12-31	$619,741
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,219,663
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,599,922
Assets. Value of participant loans	2013-12-31	$8,895
Total contributions received or receivable from employer(s)	2013-12-31	$131,986
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BILLINGS ORAL SURGERY 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$50
Total income from all sources	2012-12-31	$450,134
Expenses. Total of all expenses incurred	2012-12-31	$32,412
Benefits paid (including direct rollovers)	2012-12-31	$31,396
Total plan assets at end of year	2012-12-31	$2,599,972
Total plan assets at beginning of year	2012-12-31	$2,182,200
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$93,748
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,016
Contributions received from other sources (not participants or employers)	2012-12-31	$6,240
Other income received	2012-12-31	$236,327
Net income (gross income less expenses)	2012-12-31	$417,722
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,599,922
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,182,200
Assets. Value of participant loans	2012-12-31	$12,270
Total contributions received or receivable from employer(s)	2012-12-31	$113,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BILLINGS ORAL SURGERY 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$203,423
Expenses. Total of all expenses incurred	2011-12-31	$3,631
Total plan assets at end of year	2011-12-31	$2,182,200
Total plan assets at beginning of year	2011-12-31	$1,982,408
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$96,525
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,631
Other income received	2011-12-31	$-16,074
Net income (gross income less expenses)	2011-12-31	$199,792
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,182,200
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,982,408
Assets. Value of participant loans	2011-12-31	$15,505
Total contributions received or receivable from employer(s)	2011-12-31	$122,972
2010 : BILLINGS ORAL SURGERY 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$354,360
Expenses. Total of all expenses incurred	2010-12-31	$68,823
Benefits paid (including direct rollovers)	2010-12-31	$63,050
Total plan assets at end of year	2010-12-31	$1,982,408
Total plan assets at beginning of year	2010-12-31	$1,696,871
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$72,851
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,773
Other income received	2010-12-31	$181,266
Net income (gross income less expenses)	2010-12-31	$285,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,982,408
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,696,871
Assets. Value of participant loans	2010-12-31	$3,181
Total contributions received or receivable from employer(s)	2010-12-31	$100,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BILLINGS ORAL SURGERY 401K PLAN

2020: BILLINGS ORAL SURGERY 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BILLINGS ORAL SURGERY 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BILLINGS ORAL SURGERY 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BILLINGS ORAL SURGERY 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BILLINGS ORAL SURGERY 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BILLINGS ORAL SURGERY 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BILLINGS ORAL SURGERY 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BILLINGS ORAL SURGERY 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BILLINGS ORAL SURGERY 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BILLINGS ORAL SURGERY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BILLINGS ORAL SURGERY 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BILLINGS ORAL SURGERY, PLLC
Employer identification number (EIN):	562324579
NAIC Classification:	621210
NAIC Description:	Offices of Dentists