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MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MARK A HELM DDS has sponsored the creation of one or more 401k plans.

Company Name:MARK A HELM DDS
Employer identification number (EIN):954132609
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012008-01-01MARK HELM
0012007-01-01 MARK HELM2010-12-10
0012006-01-01MARK HELM

Plan Statistics for MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2008: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-010
2007: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-015
2006: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-015
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-015
Number of participants with account balances2006-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
Number of employers contributing to the scheme2006-01-010

Financial Data on MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2008 : MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total plan assets at end of year2008-12-31$0
Total plan assets at beginning of year2008-12-31$0
Net plan assets at end of year (total assets less liabilities)2008-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
2007 : MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$21
Expenses. Total of all expenses incurred2007-12-31$78,050
Benefits paid (including direct rollovers)2007-12-31$65,372
Total plan assets at end of year2007-12-31$0
Total plan assets at beginning of year2007-12-31$78,029
Other income received2007-12-31$21
Net income (gross income less expenses)2007-12-31$-78,029
Net plan assets at end of year (total assets less liabilities)2007-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$78,029
Value of corrective distributions2007-12-31$12,590
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$88
2006 : MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$21,491
Expenses. Total of all expenses incurred2006-12-31$6,698
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$78,029
Total plan assets at beginning of year2006-12-31$63,236
Total contributions received or receivable from participants2006-12-31$13,152
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$8,339
Net income (gross income less expenses)2006-12-31$14,793
Net plan assets at end of year (total assets less liabilities)2006-12-31$78,029
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$63,236
Total contributions received or receivable from employer(s)2006-12-31$0
Value of corrective distributions2006-12-31$6,698
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0

Form 5500 Responses for MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST

2008: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: MARK A HELM D D S 401 (K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

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