Plan Name | ROBERT HELLER JR DDS SC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DR ROBERT HELLER JR DDS SC |
Employer identification number (EIN): | 391366932 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-11-01 | ||||
001 | 2016-11-01 | ROBERT HELLER | 2018-05-31 | ||
001 | 2014-11-01 | ROBERT HELLER | 2016-06-15 | ROBERT HELLER | 2016-06-15 |
001 | 2013-11-01 | ROBERT HELLER | 2015-08-17 | ROBERT HELLER | 2015-08-17 |
001 | 2012-11-01 | ROBERT HELLER | 2014-07-18 | ROBERT HELLER | 2014-07-18 |
001 | 2011-11-01 | ROBERT HELLER | 2013-08-15 | ROBERT HELLER | 2013-08-15 |
001 | 2009-11-01 | ROBERT HELLER | 2011-09-26 |
Measure | Date | Value |
---|---|---|
2017: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-11-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 2 |
Total of all active and inactive participants | 2017-11-01 | 2 |
Total participants | 2017-11-01 | 2 |
2009: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2 |
Total of all active and inactive participants | 2009-11-01 | 2 |
Total participants | 2009-11-01 | 2 |
Number of participants with account balances | 2009-11-01 | 2 |
Measure | Date | Value |
---|---|---|
2011 : ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-10-31 | $34,224 |
Total plan assets at end of year | 2011-10-31 | $338,821 |
Total plan assets at beginning of year | 2011-10-31 | $304,597 |
Other income received | 2011-10-31 | $34,224 |
Net income (gross income less expenses) | 2011-10-31 | $34,224 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $338,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $304,597 |
Assets. Value of participant loans | 2011-10-31 | $45,763 |
2017: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Submission has been amended | No |
2017-11-01 | This submission is the final filing | No |
2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-11-01 | Plan is a collectively bargained plan | No |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2009: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |