401k Plan data: STEPHEN HANNON ORTHODONTICS 401(K) PLAN plan

STEPHEN HANNON ORTHODONTICS 401(K) PLAN 401k Plan overview

Plan Name	STEPHEN HANNON ORTHODONTICS 401(K) PLAN
Plan identification number	003

STEPHEN HANNON ORTHODONTICS 401(K) PLAN Benefits

401k Plan Type

Defined 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

STEPHEN HANNON ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN HANNON ORTHODONTICS

Employer identification number (EIN): 561302641

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN HANNON ORTHODONTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 MELISSA DAVIS 2024-04-18
003 2023-01-01 MELISSA DAVIS 2024-10-24
003 2022-01-01 MELISSA DAVIS 2023-09-14
003 2021-01-01 JUSTIN P. HANNON 2022-05-25
003 2020-01-01 JUSTIN P. HANNON 2021-03-08
003 2020-01-01 JUSTIN P. HANNON 2021-03-02
003 2019-01-01 JUSTIN P. HANNON 2020-08-20
003 2018-01-01 STEPHEN HANNON 2019-02-21
003 2017-01-01 STEPHEN HANNON 2018-09-25
003 2016-01-01 STEPHEN HANNON 2017-09-12
003 2015-01-01 STEPHEN HANNON 2016-08-09
003 2014-01-01 STEPHEN HANNON 2015-09-22
003 2014-01-01 STEPHEN HANNON 2015-09-28
003 2013-01-01 STEPHEN HANNON
003 2012-01-01 STEPHEN HANNON
003 2011-01-01 STEPHEN HANNON
003 2009-01-01 STEPHEN HANNON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	MELISSA DAVIS	2024-04-18
003	2023-01-01	MELISSA DAVIS	2024-10-24
003	2022-01-01	MELISSA DAVIS	2023-09-14
003	2021-01-01	JUSTIN P. HANNON	2022-05-25
003	2020-01-01	JUSTIN P. HANNON	2021-03-08
003	2020-01-01	JUSTIN P. HANNON	2021-03-02
003	2019-01-01	JUSTIN P. HANNON	2020-08-20
003	2018-01-01	STEPHEN HANNON	2019-02-21
003	2017-01-01	STEPHEN HANNON	2018-09-25
003	2016-01-01	STEPHEN HANNON	2017-09-12
003	2015-01-01	STEPHEN HANNON	2016-08-09
003	2014-01-01	STEPHEN HANNON	2015-09-22
003	2014-01-01	STEPHEN HANNON	2015-09-28
003	2013-01-01	STEPHEN HANNON
003	2012-01-01	STEPHEN HANNON
003	2011-01-01	STEPHEN HANNON
003	2009-01-01	STEPHEN HANNON

Plan Statistics for STEPHEN HANNON ORTHODONTICS 401(K) PLAN

401k plan membership statisitcs for STEPHEN HANNON ORTHODONTICS 401(K) PLAN

Measure Date Value
2013: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
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 2
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 3
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
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	2
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	3
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on STEPHEN HANNON ORTHODONTICS 401(K) PLAN

Measure	Date	Value
2013 : STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$80,621
Expenses. Total of all expenses incurred	2013-12-31	$4,200
Benefits paid (including direct rollovers)	2013-12-31	$4,200
Total plan assets at end of year	2013-12-31	$4,101,131
Total plan assets at beginning of year	2013-12-31	$4,024,710
Value of fidelity bond covering the plan	2013-12-31	$160,000
Total contributions received or receivable from participants	2013-12-31	$58,479
Other income received	2013-12-31	$-29,292
Net income (gross income less expenses)	2013-12-31	$76,421
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,101,131
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,024,710
Total contributions received or receivable from employer(s)	2013-12-31	$51,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$1,000
Total income from all sources	2012-12-31	$323,906
Expenses. Total of all expenses incurred	2012-12-31	$42,119
Benefits paid (including direct rollovers)	2012-12-31	$42,119
Total plan assets at end of year	2012-12-31	$4,024,710
Total plan assets at beginning of year	2012-12-31	$3,743,923
Value of fidelity bond covering the plan	2012-12-31	$160,000
Total contributions received or receivable from participants	2012-12-31	$18,151
Other income received	2012-12-31	$249,853
Net income (gross income less expenses)	2012-12-31	$281,787
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,024,710
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,742,923
Total contributions received or receivable from employer(s)	2012-12-31	$55,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,000
Total plan liabilities at beginning of year	2011-12-31	$1,000
Total income from all sources	2011-12-31	$220,972
Expenses. Total of all expenses incurred	2011-12-31	$3,900
Benefits paid (including direct rollovers)	2011-12-31	$3,900
Total plan assets at end of year	2011-12-31	$3,743,923
Total plan assets at beginning of year	2011-12-31	$3,526,851
Value of fidelity bond covering the plan	2011-12-31	$160,000
Total contributions received or receivable from participants	2011-12-31	$15,186
Other income received	2011-12-31	$159,244
Net income (gross income less expenses)	2011-12-31	$217,072
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,742,923
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,525,851
Total contributions received or receivable from employer(s)	2011-12-31	$46,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,000
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$318,481
Expenses. Total of all expenses incurred	2010-12-31	$22,595
Benefits paid (including direct rollovers)	2010-12-31	$22,595
Total plan assets at end of year	2010-12-31	$3,526,851
Total plan assets at beginning of year	2010-12-31	$3,229,965
Value of fidelity bond covering the plan	2010-12-31	$353,000
Total contributions received or receivable from participants	2010-12-31	$14,692
Other income received	2010-12-31	$270,579
Net income (gross income less expenses)	2010-12-31	$295,886
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,525,851
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,229,965
Total contributions received or receivable from employer(s)	2010-12-31	$33,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEPHEN HANNON ORTHODONTICS 401(K) PLAN

2013: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 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: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 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: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN HANNON ORTHODONTICS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN HANNON ORTHODONTICS
Employer identification number (EIN):	561302641
NAIC Classification:	621210
NAIC Description:	Offices of Dentists