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Plan Name | ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERT W. HEPLER, D.D.S., INC. |
Employer identification number (EIN): | 341026443 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about ROBERT W. HEPLER, D.D.S., INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | |
Company Identification Number: | 372661 |
Legal Registered Office Address: |
526 E MAIN ST - ALLIANCE United States of America (USA) 44601 |
More information about ROBERT W. HEPLER, D.D.S., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | ROBERT W. HEPLER, D.D.S. | |||
002 | 2011-01-01 | ROBERT W. HEPLER, D.D.S. | |||
002 | 2009-01-01 | ROBERT W. HEPLER, D.D.S. | ROBERT W. HEPLER, D.D.S. | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2012: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 13 |
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 | 10 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $-16,834 |
Expenses. Total of all expenses incurred | 2012-12-31 | $90,841 |
Benefits paid (including direct rollovers) | 2012-12-31 | $84,659 |
Total plan assets at end of year | 2012-12-31 | $1,585,268 |
Total plan assets at beginning of year | 2012-12-31 | $1,692,943 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $-16,834 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $-107,675 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,585,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,692,943 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,182 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $55,463 |
Expenses. Total of all expenses incurred | 2011-12-31 | $247,463 |
Benefits paid (including direct rollovers) | 2011-12-31 | $176,596 |
Total plan assets at end of year | 2011-12-31 | $1,692,943 |
Total plan assets at beginning of year | 2011-12-31 | $1,884,943 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $3,580 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $60,044 |
Other income received | 2011-12-31 | $46,809 |
Net income (gross income less expenses) | 2011-12-31 | $-192,000 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,692,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,884,943 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $140,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $5,074 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,823 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $319,488 |
Expenses. Total of all expenses incurred | 2010-12-31 | $61,899 |
Benefits paid (including direct rollovers) | 2010-12-31 | $743 |
Total plan assets at end of year | 2010-12-31 | $1,884,943 |
Total plan assets at beginning of year | 2010-12-31 | $1,627,354 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $12,315 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $444 |
Other income received | 2010-12-31 | $280,729 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $257,589 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,884,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,627,354 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $140,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $26,000 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $61,156 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2012: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING 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: ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING 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 |