Original filing (PDF)20250616095221NAL0002118322001

UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA

Name: UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA — SPARTANBURG FAMILY DENTISTRY & UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PLAN, Form 5500 (2024)
Creator: UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA

Form 5500-SF

FILING_RECEIVED

SPARTANBURG FAMILY DENTISTRY & UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA.

Plan sponsor

Name

UPSTATE ORAL & MAXILLOFACIAL SURGERY, PA

EIN

57-0523665

Address

280 NORTH GROVE MEDICAL PARK DRIVE · SPARTANBURG, SC · 29303

Phone

(864) 585-3318

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CAPITAL CITY DENTAL, P.A.

CAPITAL CITY DENTAL, P. A. 401(K) RETIREMENT PLAN

$2.2M · 7 participants

JEFFREY L. HOLLISTER, D.D.S.

JEFFREY L. HOLLISTER, D.D.S. 401(K) PROFIT SHARING PLAN

$2.2M · 8 participants

SMILES IN THE GARDENS LLC

SMILES IN THE GARDENS LLC 401(K) PLAN

$2.2M · 20 participants

KARMAZIN FAMILY DENTISTRY PC

KARMAZIN DENTAL 401(K) PLAN

$2.2M · 15 participants

COLIN S. ILAS, D.D.S.

COLIN S. ILAS, D.D.S. PENSION PLAN