STEPHEN J. HALPERN, M.D. RETIREMENT PLAN & TRUST 401k Plan overview

STEPHEN J. HALPERN, M.D. RETIREMENT PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	FAMILY DOCTORS OF SANTA CRUZ
Employer identification number (EIN):	262840568
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01
001	2012-01-01	STEPHEN J. HALPERN	2013-09-30	STEPHEN J. HALPERN	2013-09-30
001	2011-01-01	STEPHEN J. HALPERN	2012-09-27	STEPHEN J. HALPERN	2012-09-27
001	2010-01-01	STEPHEN J. HALPERN	2011-10-05	STEPHEN J. HALPERN	2011-10-05

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• STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST [EIN = 930790029]
• STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN [EIN = 134031714]
• STEPHEN J. FRIEDMAN, M.D., P.C. PROFIT SHARING PLAN [EIN = 954536816]
• STEPHEN J. FRIEDMAN, M.D., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 954536816]
• STEPHEN J. BELLI, DDS, MS, INC. 401(K) PLAN [EIN = 201249710]
• STEPHEN J. BROWN 401(K) PLAN [EIN = 270034368]
• STEPHEN J. EVERS ATTORNEY AT LAW 401K PLAN [EIN = 231977498]
• STEPHEN J. LARSON, D.M.D., M.S.D.401(K) PROFIT SHARING PLAN [EIN = 770316085]
• STEPHEN J. GORDON, M.D.,P.C. 401 (K) PLAN [EIN = 222561607]
• STEPHEN J. DIEHL GENERAL CONTRACTOR 401(K) PROFIT SHARING PLAN [EIN = 330782702]
• STEPHEN J. EVAN, M.D. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 311549684]
• STEPHEN J. DUBNER RETIREMENT PLAN [EIN = 134200493]
• STEPHEN J. NICHOLAS, M.D., P.C. MONEY PURCHASE PLAN [EIN = 133672812]
• STEPHEN J. CLIFFORD, M.D., P.A. EMPLOYEES PROFIT SHARING PLAN [EIN = 592463042]
• STEPHEN J. LEVINE DDS PROFIT SHARING PLAN [EIN = 112541853]
• STEPHEN J. GERSHBERG, D.M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 232789957]
• STEPHEN J. VANYO, D.M.D., P.A. 401(K) SAFE HARBOR [EIN = 562214835]
• STEPHEN J. NOLAN, CHARTERED 401(K) PROFIT SHARING PLAN & TRUST [EIN = 061668386]
• STEPHEN J. FALCO, JR., DMD, PC, LTD ROTH SAFE-HARBOR 401-K PSP [EIN = 050498443]
• STEPHEN J. SHIELDS MD PA 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 593478072]
• STEPHEN J. HARKINS, D.D.S., P.C. 401(K) P/S PLAN [EIN = 161662801]
• STEPHEN J. TSOUCARIS DMD, PC 401(K) P/S PLAN [EIN = 311774872]
• STEPHEN J. FLOOD 401(K) PROFIT SHARING PLAN [EIN = 141594345]
• STEPHEN J. WATTS, M.D., P.L.L.C. CASH BALANCE PENSION PLAN AND TRUST [EIN = 201262680]
• STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN [EIN = 201249710]
• STEPHEN J. NAPOLI MONEY PURCHASE PENSION PLAN [EIN = 050407164]
• STEPHEN J. MOY, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 942787930]
• STEPHEN J. WILSON MD PC PROFIT SHARING PLAN [EIN = 113120087]
• STEPHEN J. BRAVO 401(K) PROFIT SHARING PLAN [EIN = 043030316]
• STEPHEN J. BAKER, DMD, PA 401(K) PROFIT SHARING PLAN & TRUST [EIN = 601609228]
• STEPHEN J. WACHENDORF, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 205980450]
• STEPHEN J. WEIBEL, DMD PROFIT SHARING PLAN [EIN = 231483575]
• STEPHEN J. HOENIG, M.D., P.C. PROFIT SHARING PLAN [EIN = 043469648]
• STEPHEN J. GOLEMBE & ASSOCIATES, P.A. PROFIT SHARING PLAN [EIN = 650727179]
• STEPHEN J. HELVIE, M.D., INC. DEFINED BENEFIT PENSION PLAN [EIN = 770104812]
• STEPHEN J. LIPPITZ, D.D.S., LTD. PROFIT SHARING PLAN [EIN = 364133094]
• STEPHEN J. LARSON, D.M.D., M.S.D. [EIN = 770316085]
• STEPHEN J. OUSTATCHER, DDS & GLEN M. APPLEBAUM, DDS, PC PROFIT SHARING TRUST [EIN = 132696312]
• STEPHEN J. XENIAS, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 161183582]
• STEPHEN J. OUSTATCHER, DDS & GLEN M. APPLEBAUM, DDS, PC MONEY PURCHASE PLAN [EIN = 132696312]
• STEPHEN J. O BRIEN, DDS RETIREMENT PLAN [EIN = 810394637]
• STEPHEN J. NOXON, D.M.D., M.S.D., P.C. CASH BALANCE PLAN [EIN = 743055891]
• STEPHEN J. GEORGIOU, M.D. 401(K) PROFIT SHARING PLAN [EIN = 770470431]
• STEPHEN J. CONWAY DDS PC PROFIT SHARING PLAN [EIN = 260014026]
• STEPHEN J. RINGHOFF, A PROFESSIONAL LAW CORPORATION PROFIT SHARING 401K PLAN [EIN = 770304536]
• STEPHEN J. HANRAHAN, D.M.D., P.C. EMPLOYEES' PROFIT SHARING [EIN = 061015274]
• STEPHEN J. GALLO PROFIT SHARING PLAN [EIN = 112643276]
• STEPHEN J. SCHELZ RETIREMENT PLAN [EIN = 061332438]
• STEPHEN J. SZABO, MD, PA DEFINED BENEFIT PLAN [EIN = 591938399]
• STEPHEN J. MATARAZZO, D.M.D., P.C. RETIREMENT PLAN AND TRUST [EIN = 043520900]
• STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN [EIN = 570808088]
• STEPHEN J. NOXON, D.M.D., M.S.D., P.C. 401(K) PLAN [EIN = 743055891]
• STEPHEN J. CHRISTIAN & ASSOCIATES 401(K) RETIREMENT PLAN [EIN = 352068920]
• STEPHEN J. PEREIRA 401(K) PLAN [EIN = 770562233]
• STEPHEN J. KELLER, DMD EMPLOYEES' 401(K) PLAN [EIN = 770499519]
• STEPHEN J. SHIELDS MD PA 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 593478072]
• STEPHEN J. ALLEN 401(K) PLAN [EIN = 911197132]
• STEPHEN J. WESSELS, DMD, PA 401(K) PLAN [EIN = 204325634]
• STEPHEN J. THOMAS, MD, PC PROFIT SHARING PLAN [EIN = 930718403]
• STEPHEN J. WATTS, M.D., P.L.L.C. PROFIT SHARING PENSION PLAN AND TRUST [EIN = 201262680]
• STEPHEN J. MACDONALD, DBA GUADALUPE HARDWARE 401-K PROFIT SHARING PLAN [EIN = 770274217]
• STEPHEN J. BLAUNER, ESQ., PC DEFINED BENEFIT PLAN [EIN = 133989847]
• STEPHEN J. NELSON, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 650571996]
• STEPHEN J. RIEDY, DDS PLC PROFIT SHARING PLAN [EIN = 463601336]
• STEPHEN J. MILOSER, D.M.D. 401(K) PLAN [EIN = 251506444]
• STEPHEN J. KOWALCZYK, D.D.S., LLC INCENTIVE SAVINGS PLAN AND TRUST [EIN = 202463884]
• STEPHEN J. DIORIO PROFIT SHARING PLAN [EIN = 232106890]
• STEPHEN J. SKAHEN MD INC PROFIT SHARING PLAN [EIN = 330587200]
• STEPHEN J. FRANCIS, M.D. DEFINED BENEFIT PLAN [EIN = 341565441]
• STEPHEN J. SPENCER, D.D.S. RETIREMENT PLAN & TRUST [EIN = 810412970]
• STEPHEN J. MORICE & ASSOCIATES P.C. 401K PLAN [EIN = 430956682]
• STEPHEN J. HANRAHAN, D.M.D., P.C. DEFINED BENEFIT PLAN [EIN = 061015274]
• STEPHEN J. WATTS, M.D., P.L.L.C. DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 201262680]
• STEPHEN J. DUNN 401(K) RETIREMENT PLAN [EIN = 521765288]
• STEPHEN J. BROWN, INC. RETIREMENT PLAN [EIN = 954805578]
• STEPHEN J. NICHOLAS, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 133672812]
• STEPHEN J. ROUSE, DMD, MS, PLLC PROFIT SHARING 401K PLAN [EIN = 208156471]
• STEPHEN J. GUNTHER, M.D., P.L.C. DEFINED BENEFIT PENSION PLAN [EIN = 383421907]
• STEPHEN J. NAPOLI PROFIT SHARING PLAN [EIN = 050407164]
• STEPHEN J. KELLY, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 461498586]
• STEPHEN J. TODOROVICH, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 251308683]
• STEPHEN J. WILSON MD PC MONEY PURCHASE PLAN [EIN = 113120087]
• STEPHEN J. FRANCIS 401(K) PLAN [EIN = 341565441]
• STEPHEN J. FLOOD CASH BALANCE PLAN [EIN = 141594345]
• STEPHEN J. MCAULIFF, D.D.S., INC. PROFIT SHARING PLAN [EIN = 942719386]
• STEPHEN J. SASSOON PROFIT SHARING PLAN [EIN = 812636866]
• STEPHEN J. MYERS, DMD PROFIT SHARING PLAN [EIN = 042811525]
• STEPHEN J. SOKALSKI D. O. LTD PROFIT SHARING PLAN [EIN = 363198190]
• STEPHEN J. GIRDLESTONE, D.D.S., INC. CASH BALANCE PENSION PLAN [EIN = 200236049]
• STEPHEN J. SASSOON DEFINED BENEFIT PLAN [EIN = 812636866]
• STEPHEN J. DUBNER 401(K) PLAN [EIN = 134200493]
• STEPHEN J. RUBINKAN, D.D.S., 401K [EIN = 330849440]
• STEPHEN J. WACHENDORF, DDS INC. 401K PROFIT SHARING PLAN [EIN = 311338027]
• STEPHEN J. SZABO, MD, PA DEFINED BENEFIT PLAN [EIN = 591938399]
• STEPHEN J. HARHAI MONEY PURCHASE PLAN [EIN = 840738487]
• STEPHEN J. MCGARR, D.D.S., P.C. PROFIT SHARING PLA [EIN = 043157833]
• STEPHEN J. TOCK PROFIT SHARING PLAN & TRUST [EIN = 363498785]
• STEPHEN J. TODOROVICH, D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN [EIN = 251308683]
• STEPHEN J. KELLY, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 461498286]
• STEPHEN J. DOSE D.M.D. MONEY PURCHASE PENSION PLAN AND TRUST [EIN = 930790029]
• STEPHEN J. HOWARD, DDS PROFIT SHARING PLAN [EIN = 954133592]
• STEPHEN J. WILSON, M.D. PROFIT SHARING PLAN [EIN = 952883335]
• STEPHEN J. WEST PROFIT SHARING PLAN [EIN = 300634181]
• STEPHEN J. RAFFAY 401(K) P/S PLAN [EIN = 222733159]
• STEPHEN J. CROGHAN 401(K) PROFIT SHARING PLAN & TRUST [EIN = 223562487]
• STEPHEN J. ELLIOTT M. D. PROFESSIONAL CORP 401K PROFIT SHARING PLAN [EIN = 831894027]
• STEPHEN J. SASSOON DEFINED BENEFIT PLAN [EIN = 475511154]
• STEPHEN J. GEORGIOU, M.D. 401(K) PLAN [EIN = 471534582]
• STEPHEN J. OBRIEN MD PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 134164227]
• STEPHEN J. WEIBEL, DMD PROFIT SHARING PLAN [EIN = 832598093]
• STEPHEN J. BAKER, D.M.D., P.A. [EIN = 611609228]
• STEPHEN J. SASSOON PROFIT SHARING PLAN [EIN = 475511154]
• STEPHEN J. ARMSTRONG, A.P.C. 401(K) PROFIT SHARING PLAN [EIN = 851541489]
• STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN [EIN = 204325634]
• STEPHEN J. KLEIN, D.D.S. DEFINED CONTRIBUTION PLAN [EIN = 113535551]

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