401k Plan data: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN plan

SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN
Plan identification number	001

SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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.
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

SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C

Employer identification number (EIN): 630738816

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BURIS P. DAVIS, JR OR GREGORY BESS
001 2013-01-01 BURIS P. DAVIS, JR OR GREGORY BESS
001 2012-01-01 BURIS P. DAVIS, JR OR GREGORY BESS
001 2011-01-01 BURIS P. DAVIS, JR OR GREGORY BESS
001 2010-01-01 BURIS P. DAVIS, JR OR GREGORY BESS BURIS P. DAVIS, JR OR GREGORY BESS 2011-05-17
001 2009-01-01 BURIS P. DAVIS, JR OR GREGORY BESS BURIS P. DAVIS, JR OR GREGORY BESS 2010-07-23

Plan Statistics for SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN

Measure Date Value
2017: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
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 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
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 2
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
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 2
Total of all active and inactive participants 2015-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 29
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
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 1
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
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 1
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
2012: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
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	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
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	2
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
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	2
Total of all active and inactive participants	2015-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	29
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
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	1
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
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	1
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
2012: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2017 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$70
Total income from all sources	2017-12-31	$961,935
Expenses. Total of all expenses incurred	2017-12-31	$3,206,026
Benefits paid (including direct rollovers)	2017-12-31	$3,188,413
Total plan assets at end of year	2017-12-31	$3,338,974
Total plan assets at beginning of year	2017-12-31	$5,583,135
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$84,965
Contributions received from other sources (not participants or employers)	2017-12-31	$126,414
Noncash contributions received	2017-12-31	$559,034
Net income (gross income less expenses)	2017-12-31	$-2,244,091
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,338,974
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,583,065
Total contributions received or receivable from employer(s)	2017-12-31	$191,522
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$70
Total income from all sources	2016-12-31	$509,191
Expenses. Total of all expenses incurred	2016-12-31	$60,593
Benefits paid (including direct rollovers)	2016-12-31	$46,557
Total plan assets at end of year	2016-12-31	$5,583,135
Total plan assets at beginning of year	2016-12-31	$5,134,467
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$111,642
Other income received	2016-12-31	$239,329
Net income (gross income less expenses)	2016-12-31	$448,598
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,583,065
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,134,467
Total contributions received or receivable from employer(s)	2016-12-31	$158,220
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$183,114
Expenses. Total of all expenses incurred	2015-12-31	$112,657
Benefits paid (including direct rollovers)	2015-12-31	$96,497
Total plan assets at end of year	2015-12-31	$5,134,467
Total plan assets at beginning of year	2015-12-31	$5,064,010
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$103,227
Other income received	2015-12-31	$-78,551
Net income (gross income less expenses)	2015-12-31	$70,457
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,134,467
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,064,010
Total contributions received or receivable from employer(s)	2015-12-31	$158,438
Value of corrective distributions	2015-12-31	$55
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$478,973
Expenses. Total of all expenses incurred	2014-12-31	$48,646
Benefits paid (including direct rollovers)	2014-12-31	$35,220
Total plan assets at end of year	2014-12-31	$5,064,010
Total plan assets at beginning of year	2014-12-31	$4,633,683
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$93,753
Other income received	2014-12-31	$237,103
Net income (gross income less expenses)	2014-12-31	$430,327
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,064,010
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,633,683
Total contributions received or receivable from employer(s)	2014-12-31	$148,117
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$786,701
Expenses. Total of all expenses incurred	2013-12-31	$75,915
Benefits paid (including direct rollovers)	2013-12-31	$68,409
Total plan assets at end of year	2013-12-31	$4,633,683
Total plan assets at beginning of year	2013-12-31	$3,922,897
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$87,341
Noncash contributions received	2013-12-31	$562,354
Net income (gross income less expenses)	2013-12-31	$710,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,633,683
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,922,897
Total contributions received or receivable from employer(s)	2013-12-31	$137,006
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$556,160
Expenses. Total of all expenses incurred	2012-12-31	$114,408
Benefits paid (including direct rollovers)	2012-12-31	$108,005
Total plan assets at end of year	2012-12-31	$3,922,897
Total plan assets at beginning of year	2012-12-31	$3,481,145
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$79,304
Other income received	2012-12-31	$337,534
Net income (gross income less expenses)	2012-12-31	$441,752
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,922,897
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,481,145
Total contributions received or receivable from employer(s)	2012-12-31	$139,322
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,403
2011 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$77,768
Expenses. Total of all expenses incurred	2011-12-31	$74,324
Benefits paid (including direct rollovers)	2011-12-31	$68,235
Total plan assets at end of year	2011-12-31	$3,481,145
Total plan assets at beginning of year	2011-12-31	$3,477,701
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$56,302
Other income received	2011-12-31	$-121,206
Net income (gross income less expenses)	2011-12-31	$3,444
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,481,145
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,477,701
Total contributions received or receivable from employer(s)	2011-12-31	$142,672
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,089
2010 : SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$454,718
Expenses. Total of all expenses incurred	2010-12-31	$15,567
Benefits paid (including direct rollovers)	2010-12-31	$10,240
Total plan assets at end of year	2010-12-31	$3,477,701
Total plan assets at beginning of year	2010-12-31	$3,038,550
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$48,900
Other income received	2010-12-31	$254,166
Net income (gross income less expenses)	2010-12-31	$439,151
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,477,701
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,038,550
Total contributions received or receivable from employer(s)	2010-12-31	$151,652
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,327

Form 5500 Responses for SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN

2017: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C. PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710734

Policy instance

Insurance contract or identification number	GA-710734
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,437
Total amount of fees paid to insurance company	USD $91
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,437
Insurance broker organization code?	3
Amount paid for insurance broker fees	91
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710734

Policy instance

Insurance contract or identification number	GA-710734
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,219
Total amount of fees paid to insurance company	USD $101
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710734

Policy instance

Insurance contract or identification number	GA-710734
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,793
Total amount of fees paid to insurance company	USD $25
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,010
Insurance broker organization code?	3
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	SALES / MARKETING
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

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Company Name:	SOUTHEASTERN ORAL-MAXILLOFACIAL & FACIAL COSMETIC SURGERY CENTER, P.C
Employer identification number (EIN):	630738816
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BURIS P. DAVIS, JR OR GREGORY BESS
001	2013-01-01	BURIS P. DAVIS, JR OR GREGORY BESS
001	2012-01-01	BURIS P. DAVIS, JR OR GREGORY BESS
001	2011-01-01	BURIS P. DAVIS, JR OR GREGORY BESS
001	2010-01-01	BURIS P. DAVIS, JR OR GREGORY BESS	BURIS P. DAVIS, JR OR GREGORY BESS	2011-05-17
001	2009-01-01	BURIS P. DAVIS, JR OR GREGORY BESS	BURIS P. DAVIS, JR OR GREGORY BESS	2010-07-23