401k Plan data: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN plan

DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DR. RICHARD A. HELLER DEFINED BENEFIT PLAN
Plan identification number	002

DR. RICHARD A. HELLER DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR. RICHARD A. HELLER has sponsored the creation of one or more 401k plans.

Company Name: DR. RICHARD A. HELLER

Employer identification number (EIN): 042613531

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. RICHARD A. HELLER DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 RICHARD A. HELLER 2017-06-06
002 2015-01-01 RICHARD A. HELLER 2016-06-13
002 2014-01-01 RICHARD HELLER 2015-06-10
002 2013-01-01 RICHARD A. HELLER 2014-04-30
002 2012-01-01 RICHARD A. HELLER 2013-07-23
002 2011-01-01 RICHARD HELLER 2012-10-04
002 2010-01-01 DR RICHARD HELLER 2011-10-13
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01	RICHARD A. HELLER	2017-06-06
002	2015-01-01	RICHARD A. HELLER	2016-06-13
002	2014-01-01	RICHARD HELLER	2015-06-10
002	2013-01-01	RICHARD A. HELLER	2014-04-30
002	2012-01-01	RICHARD A. HELLER	2013-07-23
002	2011-01-01	RICHARD HELLER	2012-10-04
002	2010-01-01	DR RICHARD HELLER	2011-10-13
002	2008-01-01

Plan Statistics for DR. RICHARD A. HELLER DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. RICHARD A. HELLER DEFINED BENEFIT PLAN

Measure Date Value
2017: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-08-23 2,732,150
Acturial value of plan assets 2017-08-23 2,732,150
Funding target for retired participants and beneficiaries receiving payment 2017-08-23 0
Number of terminated vested participants 2017-08-23 0
Fundng target for terminated vested participants 2017-08-23 0
Active participant vested funding target 2017-08-23 1,885,446
Number of active participants 2017-08-23 5
Total funding liabilities for active participants 2017-08-23 1,885,974
Total participant count 2017-08-23 5
Total funding target for all participants 2017-08-23 1,885,974
Balance at beginning of prior year after applicable adjustments 2017-08-23 52,760
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-23 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-23 0
Prefunding balanced used to offset prior years funding requirement 2017-08-23 0
Amount remaining of carryover balance 2017-08-23 52,760
Amount remaining of prefunding balance 2017-08-23 0
Present value of excess contributions 2017-08-23 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-23 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-23 0
Reductions in caryover balances due to elections or deemed elections 2017-08-23 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-23 0
Balance of carryovers at beginning of current year 2017-08-23 56,385
Balance of prefunding at beginning of current year 2017-08-23 0
Total employer contributions 2017-08-23 0
Total employee contributions 2017-08-23 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-23 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-23 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-23 0
Unpaid minimum required contributions for all prior years 2017-08-23 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-23 0
Remaining amount of unpaid minimum required contributions 2017-08-23 0
Minimum required contributions for current year target normal cost 2017-08-23 0
Net shortfall amortization installment of oustanding balance 2017-08-23 0
Waiver amortization installment 2017-08-23 0
Waived amount of outstanding balance 2017-08-23 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-23 0
Carryover balance elected to use to offset funding requirement 2017-08-23 0
Prefunding balance elected to use to offset funding requirement 2017-08-23 0
Additional cash requirement 2017-08-23 0
Contributions allocatedtoward minimum required contributions for current year 2017-08-23 0
Unpaid minimum required contributions for current year 2017-08-23 0
Unpaid minimum required contributions for all years 2017-08-23 0
2016: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,732,150
Acturial value of plan assets 2016-12-31 2,732,150
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,834,624
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,834,883
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,834,883
Balance at beginning of prior year after applicable adjustments 2016-12-31 53,941
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 53,941
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 196,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 196,844
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 52,760
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 91,704
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-08-23	2,732,150
Acturial value of plan assets	2017-08-23	2,732,150
Funding target for retired participants and beneficiaries receiving payment	2017-08-23	0
Number of terminated vested participants	2017-08-23	0
Fundng target for terminated vested participants	2017-08-23	0
Active participant vested funding target	2017-08-23	1,885,446
Number of active participants	2017-08-23	5
Total funding liabilities for active participants	2017-08-23	1,885,974
Total participant count	2017-08-23	5
Total funding target for all participants	2017-08-23	1,885,974
Balance at beginning of prior year after applicable adjustments	2017-08-23	52,760
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-23	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-23	0
Prefunding balanced used to offset prior years funding requirement	2017-08-23	0
Amount remaining of carryover balance	2017-08-23	52,760
Amount remaining of prefunding balance	2017-08-23	0
Present value of excess contributions	2017-08-23	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-23	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-23	0
Reductions in caryover balances due to elections or deemed elections	2017-08-23	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-23	0
Balance of carryovers at beginning of current year	2017-08-23	56,385
Balance of prefunding at beginning of current year	2017-08-23	0
Total employer contributions	2017-08-23	0
Total employee contributions	2017-08-23	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-23	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-23	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-23	0
Unpaid minimum required contributions for all prior years	2017-08-23	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-23	0
Remaining amount of unpaid minimum required contributions	2017-08-23	0
Minimum required contributions for current year target normal cost	2017-08-23	0
Net shortfall amortization installment of oustanding balance	2017-08-23	0
Waiver amortization installment	2017-08-23	0
Waived amount of outstanding balance	2017-08-23	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-23	0
Carryover balance elected to use to offset funding requirement	2017-08-23	0
Prefunding balance elected to use to offset funding requirement	2017-08-23	0
Additional cash requirement	2017-08-23	0
Contributions allocatedtoward minimum required contributions for current year	2017-08-23	0
Unpaid minimum required contributions for current year	2017-08-23	0
Unpaid minimum required contributions for all years	2017-08-23	0
2016: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,732,150
Acturial value of plan assets	2016-12-31	2,732,150
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,834,624
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,834,883
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,834,883
Balance at beginning of prior year after applicable adjustments	2016-12-31	53,941
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	53,941
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	196,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	196,844
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	52,760
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	91,704
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Form 5500 Responses for DR. RICHARD A. HELLER DEFINED BENEFIT PLAN

2008: DR. RICHARD A. HELLER DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DR. RICHARD A. HELLER
Employer identification number (EIN):	042613531
NAIC Classification:	541940
NAIC Description:	Veterinary Services