Original filing (PDF)20240923102734NAL0020209264001

ORAL SURGERY ASSOCIATES, LLP

Name: ORAL SURGERY ASSOCIATES, LLP — ORAL SURGERY ASSOCIATES, LLP 401(K) PSP, Form 5500 (2022)
Creator: ORAL SURGERY ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

ORAL SURGERY ASSOCIATES, LLP 401(K) PSP

401(k) retirement plan

Signals · 1

Late filing · 10.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

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 ASSOCIATES, LLP.

Plan sponsor

Name

ORAL SURGERY ASSOCIATES, LLP

EIN

74-2191805

Address

595 E MEDICAL CENTER BLVD · WEBSTER, TX · 77598

Phone

(281) 461-1982

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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