401k Plan data: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST plan

ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	002

ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

ROBERT J. HELLMANN, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. HELLMANN, INC.

Employer identification number (EIN): 431175367

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2018-09-23
002 2016-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2017-07-28
002 2015-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2016-05-20
002 2014-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2015-05-20
002 2013-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2014-08-10
002 2012-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2013-08-07
002 2011-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2012-05-29
002 2009-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2018-09-23
002	2016-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2017-07-28
002	2015-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2016-05-20
002	2014-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2015-05-20
002	2013-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2014-08-10
002	2012-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2013-08-07
002	2011-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2012-05-29
002	2009-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2010-07-19

Plan Statistics for ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2021: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2021 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$76
Expenses. Total of all expenses incurred	2021-12-31	$628
Total plan assets at end of year	2021-12-31	$1,252,728
Total plan assets at beginning of year	2021-12-31	$1,253,280
Value of fidelity bond covering the plan	2021-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$628
Other income received	2021-12-31	$76
Net income (gross income less expenses)	2021-12-31	$-552
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,252,728
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,253,280
Assets. Value of real-estate (other than employer real property)	2021-12-31	$495,927
2020 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$789
Expenses. Total of all expenses incurred	2020-12-31	$627
Total plan assets at end of year	2020-12-31	$1,253,280
Total plan assets at beginning of year	2020-12-31	$1,253,118
Value of fidelity bond covering the plan	2020-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$627
Other income received	2020-12-31	$789
Net income (gross income less expenses)	2020-12-31	$162
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,253,280
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,253,118
Assets. Value of real-estate (other than employer real property)	2020-12-31	$495,927
2019 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$45,173
Expenses. Total of all expenses incurred	2019-12-31	$1,569
Total plan assets at end of year	2019-12-31	$1,253,118
Total plan assets at beginning of year	2019-12-31	$1,209,514
Value of fidelity bond covering the plan	2019-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,569
Other income received	2019-12-31	$5,894
Net income (gross income less expenses)	2019-12-31	$43,604
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,253,118
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,209,514
Assets. Value of real-estate (other than employer real property)	2019-12-31	$495,927
Total contributions received or receivable from employer(s)	2019-12-31	$39,279
2018 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$41,687
Expenses. Total of all expenses incurred	2018-12-31	$616
Total plan assets at end of year	2018-12-31	$1,209,514
Total plan assets at beginning of year	2018-12-31	$1,168,443
Value of fidelity bond covering the plan	2018-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$616
Other income received	2018-12-31	$2,265
Net income (gross income less expenses)	2018-12-31	$41,071
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,209,514
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,168,443
Assets. Value of real-estate (other than employer real property)	2018-12-31	$495,927
Total contributions received or receivable from employer(s)	2018-12-31	$39,422
2017 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$43,969
Expenses. Total of all expenses incurred	2017-12-31	$1,303
Total plan assets at end of year	2017-12-31	$1,168,443
Total plan assets at beginning of year	2017-12-31	$1,125,777
Value of fidelity bond covering the plan	2017-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,303
Other income received	2017-12-31	$4,778
Net income (gross income less expenses)	2017-12-31	$42,666
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,168,443
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,125,777
Assets. Value of real-estate (other than employer real property)	2017-12-31	$495,927
Total contributions received or receivable from employer(s)	2017-12-31	$39,191
2016 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$51,418
Expenses. Total of all expenses incurred	2016-12-31	$1,290
Total plan assets at end of year	2016-12-31	$1,125,777
Total plan assets at beginning of year	2016-12-31	$1,075,649
Value of fidelity bond covering the plan	2016-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,290
Other income received	2016-12-31	$12,763
Net income (gross income less expenses)	2016-12-31	$50,128
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,125,777
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,075,649
Assets. Value of real-estate (other than employer real property)	2016-12-31	$495,927
Total contributions received or receivable from employer(s)	2016-12-31	$38,655
2015 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$40,918
Expenses. Total of all expenses incurred	2015-12-31	$1,299
Total plan assets at end of year	2015-12-31	$1,075,649
Total plan assets at beginning of year	2015-12-31	$1,036,030
Value of fidelity bond covering the plan	2015-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,299
Other income received	2015-12-31	$3,176
Net income (gross income less expenses)	2015-12-31	$39,619
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,075,649
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,036,030
Assets. Value of real-estate (other than employer real property)	2015-12-31	$495,927
Total contributions received or receivable from employer(s)	2015-12-31	$37,742
2014 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$37,463
Expenses. Total of all expenses incurred	2014-12-31	$601
Total plan assets at end of year	2014-12-31	$1,036,030
Total plan assets at beginning of year	2014-12-31	$999,168
Value of fidelity bond covering the plan	2014-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$601
Other income received	2014-12-31	$705
Net income (gross income less expenses)	2014-12-31	$36,862
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,036,030
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$999,168
Assets. Value of real-estate (other than employer real property)	2014-12-31	$495,927
Total contributions received or receivable from employer(s)	2014-12-31	$36,758
2013 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$37,427
Expenses. Total of all expenses incurred	2013-12-31	$169,064
Benefits paid (including direct rollovers)	2013-12-31	$168,477
Total plan assets at end of year	2013-12-31	$999,168
Total plan assets at beginning of year	2013-12-31	$1,130,805
Value of fidelity bond covering the plan	2013-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$587
Other income received	2013-12-31	$778
Net income (gross income less expenses)	2013-12-31	$-131,637
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$999,168
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,130,805
Assets. Value of real-estate (other than employer real property)	2013-12-31	$495,927
Total contributions received or receivable from employer(s)	2013-12-31	$36,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$168,477
2012 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$38,055
Expenses. Total of all expenses incurred	2012-12-31	$1,978
Total plan assets at end of year	2012-12-31	$1,130,805
Total plan assets at beginning of year	2012-12-31	$1,094,728
Value of fidelity bond covering the plan	2012-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,978
Other income received	2012-12-31	$990
Net income (gross income less expenses)	2012-12-31	$36,077
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,130,805
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,094,728
Assets. Value of real-estate (other than employer real property)	2012-12-31	$664,404
Total contributions received or receivable from employer(s)	2012-12-31	$37,065
2011 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$38,246
Expenses. Total of all expenses incurred	2011-12-31	$1,995
Total plan assets at end of year	2011-12-31	$1,094,728
Total plan assets at beginning of year	2011-12-31	$1,058,477
Value of fidelity bond covering the plan	2011-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,995
Other income received	2011-12-31	$1,256
Net income (gross income less expenses)	2011-12-31	$36,251
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,094,728
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,058,477
Assets. Value of real-estate (other than employer real property)	2011-12-31	$664,404
Total contributions received or receivable from employer(s)	2011-12-31	$36,990
2010 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$38,291
Expenses. Total of all expenses incurred	2010-12-31	$2,063
Total plan assets at end of year	2010-12-31	$1,058,476
Total plan assets at beginning of year	2010-12-31	$1,022,248
Value of fidelity bond covering the plan	2010-12-31	$105,000
Other income received	2010-12-31	$1,630
Net income (gross income less expenses)	2010-12-31	$36,228
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,058,476
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,022,248
Assets. Value of real-estate (other than employer real property)	2010-12-31	$664,404
Total contributions received or receivable from employer(s)	2010-12-31	$36,661
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,063

Form 5500 Responses for ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

2021: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT J. HELLMANN, INC.
Employer identification number (EIN):	431175367
NAIC Classification:	621210
NAIC Description:	Offices of Dentists