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STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN
Plan identification number 001

STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 P. HENRY D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN P. HENRY D.M.D.
Employer identification number (EIN):336200288

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01CHERYL HENRY CHERYL HENRY2010-10-14

Plan Statistics for STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2009: STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010 : STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-58,019
Expenses. Total of all expenses incurred2010-12-31$338,548
Benefits paid (including direct rollovers)2010-12-31$338,548
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$396,567
Other income received2010-12-31$-58,019
Net income (gross income less expenses)2010-12-31$-396,567
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$396,567
Total contributions received or receivable from employer(s)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN

2009: STEPHEN P. HENRY DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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