Original filing (PDF)20231016121911NAL0050886560001

ORAL SURGERY GROUP, P.A.

Name: ORAL SURGERY GROUP, P.A. — AMENDED & RESTATED ORAL SURGERY GROUP,PA EMPLOYEES' RETIREMENT, Form 5500 (2022)
Creator: ORAL SURGERY GROUP, P.A.

Form 5500-SF

FILING_RECEIVED

AMENDED & RESTATED ORAL SURGERY GROUP,PA EMPLOYEES' RETIREMENT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORAL SURGERY GROUP, P.A..

Plan sponsor

Name

ORAL SURGERY GROUP, P.A.

EIN

22-1996104

Address

109 LIVINGSTON AVE · NEW BRUNSWICK, NJ · 08901

Phone

(732) 247-8083

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

ORAL SURGERY GROUP, P.A.

EIN

22-1996104

City

NEW BRUNSWICK, NJ

Phone

(732) 247-8083

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ENDO INC ROOT CANAL SPECIALISTS NORTH SHORE

ENDO INC ROOT CANAL SPECIALISTS NORTH SHORE EMPLOYEES PROFIT SHARING PLAN AND TRUST

$9.7M · 15 participants

DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A.

DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

$9.7M · 34 participants

MICHAELIS AND LEDOUX ORTHODONTICS, LLC

MICHAELIS AND LEDOUX RETIREMENT PLAN

$9.7M · 9 participants

DENTAL ASSOCIATES OF BASKING RIDGE

DENTAL ASSOCIATES OF BASKING RIDGE 401K PROFIT SHARING PLAN

$9.6M · 19 participants