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STEPHEN D. HELLER PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN D. HELLER PROFIT SHARING PLAN
Plan identification number 001

STEPHEN D. HELLER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

STEPHEN D. HELLER has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN D. HELLER
Employer identification number (EIN):251576828
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN D. HELLER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01STEPHEN HELLER2018-08-21
0012017-01-01STEPHEN HELLER2018-06-18 STEPHEN HELLER2018-06-18
0012016-01-01STEPHEN HELLER2017-06-13
0012015-01-01STEPHEN HELLER2016-06-23
0012013-01-01STEPHEN HELLER2014-05-31 STEPHEN HELLER2014-05-31
0012012-01-01STEPHEN D. HELLER2013-06-08 STEPHEN D. HELLER2013-06-08
0012011-01-01STEPHEN HELLER2012-05-25 STEPHEN HELLER2012-05-25
0012010-01-01STEPHEN HELLER2011-07-03 STEPHEN HELLER2011-07-03

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