Original filing (PDF)20250627133128NAL0022869906001

UNIVERSITY ORAL & FACIAL SURGERY, P.C.

Name: UNIVERSITY ORAL & FACIAL SURGERY, P.C. — UNIVERSITY ORAL & FACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNIVERSITY ORAL & FACIAL SURGERY, P.C.

Form 5500-SF

FILING_RECEIVED

UNIVERSITY ORAL & FACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

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 UNIVERSITY ORAL & FACIAL SURGERY, P.C..

Plan sponsor

Name

UNIVERSITY ORAL & FACIAL SURGERY, P.C.

EIN

63-0943121

Address

651 HELEN KELLER BOULEVARD · TUSCALOOSA, AL · 35404

Phone

(205) 556-2323

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

WINFIELD PATHOLOGY CONSULTANTS, S.C.

WINFIELD PATHOLOGY CONSULTANTS, S.C. EMPLOYEES' RETIREMENT PLAN

$11.8M · 12 participants

OLYMPIA MULTI-SPECIALTY CLINIC

OLYMPIA MULTI-SPECIALTY CLINIC 401(K) PROFIT SHARING PLAN

$11.8M · 67 participants

SOUTHERN MISSISSIPPI NEONATOLOGY, P.A.

SOUTHERN MISSISSIPPI NEONATOLOGY, P.A. 401(K) PROFIT SHARING PLAN

$11.8M · 13 participants

PULMONARY MEDICINE OF DAYTON, INC.

PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

$11.8M · 17 participants