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ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 401k Plan overview

Plan NameROBERT S. HAEGER, DDS, MS, PS 401K PLAN
Plan identification number 002

ROBERT S. HAEGER, DDS, MS, PS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ROBERT S. HAEGER, DDS, MS, PS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. HAEGER, DDS, MS, PS
Employer identification number (EIN):911730809
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. HAEGER, DDS, MS, PS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT S. HAEGER2024-03-16
0022022-01-01ROBERT S. HAEGER2023-06-23
0022021-01-01ROBERT S. HAEGER2022-02-02
0022020-01-01ROBERT S. HAEGER2021-02-03
0022019-01-01ROBERT S. HAEGER2020-02-03
0022018-01-01ROBERT S. HAEGER2019-01-25
0022017-01-01ROBERT S. HAEGER2018-01-30
0022016-01-01ROBERT S. HAEGER2017-01-27
0022015-01-01ROBERT S. HAEGER2016-01-21
0022014-01-01ROBERT S. HAEGER2015-01-16
0022013-01-01ROBERT S. HAEGER
0022012-01-01ROBERT HAEGER
0022011-01-01ROBERT HAEGER
0022010-01-01ROBERT S. HAEGER
0022009-01-01ROBERT S. HAEGER ROBERT S. HAEGER2010-05-07

Plan Statistics for ROBERT S. HAEGER, DDS, MS, PS 401K PLAN

401k plan membership statisitcs for ROBERT S. HAEGER, DDS, MS, PS 401K PLAN

Measure Date Value
2013: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT S. HAEGER, DDS, MS, PS 401K PLAN

Measure Date Value
2013 : ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$416,685
Total plan assets at end of year2013-12-31$2,620,514
Total plan assets at beginning of year2013-12-31$2,203,829
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$73,928
Other income received2013-12-31$277,534
Net income (gross income less expenses)2013-12-31$416,685
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,620,514
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,203,829
Total contributions received or receivable from employer(s)2013-12-31$65,223
2012 : ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$375,576
Expenses. Total of all expenses incurred2012-12-31$73,275
Benefits paid (including direct rollovers)2012-12-31$73,275
Total plan assets at end of year2012-12-31$2,203,829
Total plan assets at beginning of year2012-12-31$1,901,528
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$73,905
Other income received2012-12-31$238,340
Net income (gross income less expenses)2012-12-31$302,301
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,203,829
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,901,528
Total contributions received or receivable from employer(s)2012-12-31$63,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,303
Expenses. Total of all expenses incurred2011-12-31$16,649
Benefits paid (including direct rollovers)2011-12-31$16,649
Total plan assets at end of year2011-12-31$1,901,528
Total plan assets at beginning of year2011-12-31$1,811,874
Total contributions received or receivable from participants2011-12-31$56,242
Contributions received from other sources (not participants or employers)2011-12-31$61,576
Other income received2011-12-31$-67,229
Net income (gross income less expenses)2011-12-31$89,654
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,901,528
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,811,874
Total contributions received or receivable from employer(s)2011-12-31$55,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$336,167
Expenses. Total of all expenses incurred2010-12-31$424
Benefits paid (including direct rollovers)2010-12-31$424
Total plan assets at end of year2010-12-31$1,811,874
Total plan assets at beginning of year2010-12-31$1,476,131
Total contributions received or receivable from participants2010-12-31$56,671
Other income received2010-12-31$218,136
Net income (gross income less expenses)2010-12-31$335,743
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,811,874
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,476,131
Total contributions received or receivable from employer(s)2010-12-31$61,360
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 ROBERT S. HAEGER, DDS, MS, PS 401K PLAN

2013: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT S. HAEGER, DDS, MS, PS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT S. HAEGER, DDS, MS, PS 401K 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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