STEPHEN E HERSHEY DDS MS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST
401k plan membership statisitcs for STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST
| Measure | Date | Value |
|---|
| 2012: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Measure | Date | Value |
|---|
| 2012 : STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $21,581 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $361,881 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $358,160 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $340,300 |
| Value of fidelity bond covering the plan | 2012-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,263 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,721 |
| Other income received | 2012-12-31 | $20,318 |
| Net income (gross income less expenses) | 2012-12-31 | $-340,300 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $340,300 |
| 2011 : STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $3,955 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,327 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,369 |
| Total plan assets at end of year | 2011-12-31 | $340,300 |
| Total plan assets at beginning of year | 2011-12-31 | $339,672 |
| Value of fidelity bond covering the plan | 2011-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $7,434 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $958 |
| Other income received | 2011-12-31 | $-3,479 |
| Net income (gross income less expenses) | 2011-12-31 | $628 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $340,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $339,672 |
| Assets. Value of participant loans | 2011-12-31 | $51,825 |
| 2010 : STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $54,912 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $128,727 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $127,512 |
| Total plan assets at end of year | 2010-12-31 | $349,530 |
| Total plan assets at beginning of year | 2010-12-31 | $423,345 |
| Value of fidelity bond covering the plan | 2010-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,633 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,215 |
| Other income received | 2010-12-31 | $28,079 |
| Net income (gross income less expenses) | 2010-12-31 | $-73,815 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $349,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $423,345 |
| Assets. Value of participant loans | 2010-12-31 | $69,744 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,200 |
| 2012: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEPHEN E HERSHEY DDS MS LLC 401K PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP79816 |
| Policy instance | 1 |
| Insurance contract or identification number | GP79816 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $236 | | Total amount of fees paid to insurance company | USD $85 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $236 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 59 | | Insurance broker name | FREEDMAN BENEFITS GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP79816 |
| Policy instance | 1 |
| Insurance contract or identification number | GP79816 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $226 | | Total amount of fees paid to insurance company | USD $100 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP79816 |
| Policy instance | 1 |
| Insurance contract or identification number | GP79816 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $853 | | Total amount of fees paid to insurance company | USD $408 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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