How big is Oral Surgery Group's plan?

Oral Surgery Group's plan reported $3.9M in assets and 27 participants for 2023.

Original filing (PDF)20250415140405NAL0006405634001

Oral Surgery Group

Name: Oral Surgery Group — Oral Surgery Group Employees, Form 5500 (2023)
Creator: Oral Surgery Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oral Surgery Group Employees Profit Sharing/401(k) Plan and Trust

401(k) retirement plan · Oral Surgery Group's Oral Surgery Group Employees Profit Sharing/401(k) Plan and Trust held $3.9M in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

R. Scott Edwards signed Oral Surgery Group's 2023 Form 5500 as plan administrator.

R. Scott Edwards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oral Surgery Group's EIN is 35-1432696.

EIN 35-1432696

Plan number 002

Plan year 2023

ACK ID 20250415140405NAL0006405634001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oral Surgery Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oral Surgery Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORAL SURGERY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score