OCALA ORAL SURGERY, PLLC
Plan context: OCALA ORAL SURGERY 401(K) PLAN
EIN 81-4841918 • Ocala, FL • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$1,607,576
2025 Contributions
$213,833
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $1,607,576 | $213,833 | $10,692iApproximate average salary by contribution assumption: employee only about $267,291 at 4% or $178,194 at 6%; with 50% employer match about $178,194 at 4% or $118,796 at 6%; with 100% employer match about $133,646 at 4% or $89,097 at 6%. |
| OCALA ORAL SURGERY 401(K) PLAN | - | 20 | $1,607,576 | $213,833 | $10,692iApproximate average salary by contribution assumption: employee only about $267,291 at 4% or $178,194 at 6%; with 50% employer match about $178,194 at 4% or $118,796 at 6%; with 100% employer match about $133,646 at 4% or $89,097 at 6%. |
| 2024 | 1 | 19 | $1,196,374 | $195,775 | $10,304iApproximate average salary by contribution assumption: employee only about $257,599 at 4% or $171,732 at 6%; with 50% employer match about $171,732 at 4% or $114,488 at 6%; with 100% employer match about $128,799 at 4% or $85,866 at 6%. |
| OCALA ORAL SURGERY 401(K) PLAN | - | 19 | $1,196,374 | $195,775 | $10,304iApproximate average salary by contribution assumption: employee only about $257,599 at 4% or $171,732 at 6%; with 50% employer match about $171,732 at 4% or $114,488 at 6%; with 100% employer match about $128,799 at 4% or $85,866 at 6%. |
| 2023 | 1 | 17 | $932,379 | $226,915 | $13,348iApproximate average salary by contribution assumption: employee only about $333,699 at 4% or $222,466 at 6%; with 50% employer match about $222,466 at 4% or $148,310 at 6%; with 100% employer match about $166,849 at 4% or $111,233 at 6%. |
| OCALA ORAL SURGERY 401(K) PLAN | - | 17 | $932,379 | $226,915 | $13,348iApproximate average salary by contribution assumption: employee only about $333,699 at 4% or $222,466 at 6%; with 50% employer match about $222,466 at 4% or $148,310 at 6%; with 100% employer match about $166,849 at 4% or $111,233 at 6%. |
| 2022 | 1 | 17 | $628,251 | $296,781 | $17,458iApproximate average salary by contribution assumption: employee only about $436,443 at 4% or $290,962 at 6%; with 50% employer match about $290,962 at 4% or $193,975 at 6%; with 100% employer match about $218,221 at 4% or $145,481 at 6%. |
| OCALA ORAL SURGERY 401K PLAN | - | 17 | $628,251 | $296,781 | $17,458iApproximate average salary by contribution assumption: employee only about $436,443 at 4% or $290,962 at 6%; with 50% employer match about $290,962 at 4% or $193,975 at 6%; with 100% employer match about $218,221 at 4% or $145,481 at 6%. |
| 2021 | 1 | 13 | $437,481 | $154,027 | $11,848iApproximate average salary by contribution assumption: employee only about $296,206 at 4% or $197,471 at 6%; with 50% employer match about $197,471 at 4% or $131,647 at 6%; with 100% employer match about $148,103 at 4% or $98,735 at 6%. |
| OCALA ORAL SURGERY 401K PLAN | - | 13 | $437,481 | $154,027 | $11,848iApproximate average salary by contribution assumption: employee only about $296,206 at 4% or $197,471 at 6%; with 50% employer match about $197,471 at 4% or $131,647 at 6%; with 100% employer match about $148,103 at 4% or $98,735 at 6%. |
| 2020 | 1 | 10 | $247,082 | $125,906 | $12,591iApproximate average salary by contribution assumption: employee only about $314,765 at 4% or $209,843 at 6%; with 50% employer match about $209,843 at 4% or $139,896 at 6%; with 100% employer match about $157,383 at 4% or $104,922 at 6%. |
| OCALA ORAL SURGERY 401K PLAN | - | 10 | $247,082 | $125,906 | $12,591iApproximate average salary by contribution assumption: employee only about $314,765 at 4% or $209,843 at 6%; with 50% employer match about $209,843 at 4% or $139,896 at 6%; with 100% employer match about $157,383 at 4% or $104,922 at 6%. |
| 2019 | 1 | 10 | $98,142 | $92,146 | $9,215iApproximate average salary by contribution assumption: employee only about $230,365 at 4% or $153,577 at 6%; with 50% employer match about $153,577 at 4% or $102,384 at 6%; with 100% employer match about $115,183 at 4% or $76,788 at 6%. |
| OCALA ORAL SURGERY 401K PLAN | - | 10 | $98,142 | $92,146 | $9,215iApproximate average salary by contribution assumption: employee only about $230,365 at 4% or $153,577 at 6%; with 50% employer match about $153,577 at 4% or $102,384 at 6%; with 100% employer match about $115,183 at 4% or $76,788 at 6%. |
| 2018 | 1 | 7 | $3,800 | $3,987 | $570iApproximate average salary by contribution assumption: employee only about $14,239 at 4% or $9,493 at 6%; with 50% employer match about $9,493 at 4% or $6,329 at 6%; with 100% employer match about $7,120 at 4% or $4,746 at 6%. |
| OCALA ORAL SURGERY 401K PLAN | - | 7 | $3,800 | $3,987 | $570iApproximate average salary by contribution assumption: employee only about $14,239 at 4% or $9,493 at 6%; with 50% employer match about $9,493 at 4% or $6,329 at 6%; with 100% employer match about $7,120 at 4% or $4,746 at 6%. |