Oral Surgery Partners Mso, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Oral Surgery Partners Mso, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oral Surgery Partners Mso, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Oral Surgery Partners Mso, LLC under EIN 83-4654354 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $30,809,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oral Surgery Partners Mso, LLC
- EIN
- 83-4654354
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $30,809,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241014095429NAL0014725667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,809,446
- Total liabilities (EOY)
- $3,350
- Net assets (EOY)
- $30,806,096
- Net assets (BOY)
- $17,618,317
Income & contributions
- Employer contributions
- $4,942,496
- Participant contributions
- $2,808,168
- Total contributions
- $10,891,898
- Total income / additions
- $14,482,779
Expenses & distributions
- Benefits paid
- $1,180,142
- Administrative expenses
- $108,048
- Total expenses
- $1,295,000
- Net increase / (decrease)
- $13,187,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $63,438 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $44,609 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $11 | $6,076 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oral Surgery Partners Mso, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation