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| Plan Name | ROBERT HELLER JR DDS SC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DR ROBERT HELLER JR DDS SC |
| Employer identification number (EIN): | 391366932 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2014-11-01 | ROBERT HELLER | 2016-06-15 | ROBERT HELLER | 2016-06-15 |
| 001 | 2013-11-01 | ROBERT HELLER | 2015-08-17 | ROBERT HELLER | 2015-08-17 |
| 001 | 2012-11-01 | ROBERT HELLER | 2014-07-18 | ROBERT HELLER | 2014-07-18 |
| 001 | 2011-11-01 | ROBERT HELLER | 2013-08-15 | ROBERT HELLER | 2013-08-15 |
| 001 | 2009-11-01 | ROBERT HELLER | 2011-09-26 |
| Measure | Date | Value |
|---|---|---|
| 2009: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2 |
| Total of all active and inactive participants | 2009-11-01 | 2 |
| Total participants | 2009-11-01 | 2 |
| Number of participants with account balances | 2009-11-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2011 : ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-10-31 | $34,224 |
| Total plan assets at end of year | 2011-10-31 | $338,821 |
| Total plan assets at beginning of year | 2011-10-31 | $304,597 |
| Other income received | 2011-10-31 | $34,224 |
| Net income (gross income less expenses) | 2011-10-31 | $34,224 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $338,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $304,597 |
| Assets. Value of participant loans | 2011-10-31 | $45,763 |
| 2009: ROBERT HELLER JR DDS SC PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
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