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ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 001

ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

ROBERT J. HELLMANN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. HELLMANN, INC.
Employer identification number (EIN):431175367
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J HELLMANN ROBERT J HELLMANN2018-09-23
0012016-01-01ROBERT J HELLMANN ROBERT J HELLMANN2017-07-27
0012015-01-01ROBERT J HELLMANN ROBERT J HELLMANN2016-05-20
0012014-01-01ROBERT J HELLMANN ROBERT J HELLMANN2015-05-20
0012013-01-01ROBERT J HELLMANN ROBERT J HELLMANN2014-08-10
0012012-01-01ROBERT J HELLMANN ROBERT J HELLMANN2013-07-25
0012011-01-01ROBERT J HELLMANN ROBERT J HELLMANN2013-12-04
0012009-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2010-07-19

Plan Statistics for ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2021 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$46
Expenses. Total of all expenses incurred2021-12-31$580
Total plan assets at end of year2021-12-31$912,356
Total plan assets at beginning of year2021-12-31$912,890
Value of fidelity bond covering the plan2021-12-31$105,000
Expenses. Other expenses not covered elsewhere2021-12-31$580
Other income received2021-12-31$46
Net income (gross income less expenses)2021-12-31$-534
Net plan assets at end of year (total assets less liabilities)2021-12-31$912,356
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$912,890
Assets. Value of real-estate (other than employer real property)2021-12-31$457,792
2020 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$429
Expenses. Total of all expenses incurred2020-12-31$579
Total plan assets at end of year2020-12-31$912,890
Total plan assets at beginning of year2020-12-31$913,040
Value of fidelity bond covering the plan2020-12-31$105,000
Expenses. Other expenses not covered elsewhere2020-12-31$579
Other income received2020-12-31$429
Net income (gross income less expenses)2020-12-31$-150
Net plan assets at end of year (total assets less liabilities)2020-12-31$912,890
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$913,040
Assets. Value of real-estate (other than employer real property)2020-12-31$457,792
2019 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$18,558
Expenses. Total of all expenses incurred2019-12-31$1,449
Total plan assets at end of year2019-12-31$913,040
Total plan assets at beginning of year2019-12-31$895,931
Value of fidelity bond covering the plan2019-12-31$105,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,449
Other income received2019-12-31$3,480
Net income (gross income less expenses)2019-12-31$17,109
Net plan assets at end of year (total assets less liabilities)2019-12-31$913,040
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$895,931
Assets. Value of real-estate (other than employer real property)2019-12-31$457,792
Total contributions received or receivable from employer(s)2019-12-31$15,078
2018 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$16,769
Expenses. Total of all expenses incurred2018-12-31$569
Total plan assets at end of year2018-12-31$895,931
Total plan assets at beginning of year2018-12-31$879,731
Value of fidelity bond covering the plan2018-12-31$105,000
Expenses. Other expenses not covered elsewhere2018-12-31$569
Other income received2018-12-31$1,316
Net income (gross income less expenses)2018-12-31$16,200
Net plan assets at end of year (total assets less liabilities)2018-12-31$895,931
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$879,731
Assets. Value of real-estate (other than employer real property)2018-12-31$457,792
Total contributions received or receivable from employer(s)2018-12-31$15,453
2017 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$19,728
Expenses. Total of all expenses incurred2017-12-31$1,203
Total plan assets at end of year2017-12-31$879,731
Total plan assets at beginning of year2017-12-31$861,206
Value of fidelity bond covering the plan2017-12-31$105,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,203
Other income received2017-12-31$4,255
Net income (gross income less expenses)2017-12-31$18,525
Net plan assets at end of year (total assets less liabilities)2017-12-31$879,731
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$861,206
Assets. Value of real-estate (other than employer real property)2017-12-31$457,792
Total contributions received or receivable from employer(s)2017-12-31$15,473
2016 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$27,594
Expenses. Total of all expenses incurred2016-12-31$1,191
Total plan assets at end of year2016-12-31$861,206
Total plan assets at beginning of year2016-12-31$834,803
Value of fidelity bond covering the plan2016-12-31$105,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,191
Other income received2016-12-31$11,637
Net income (gross income less expenses)2016-12-31$26,403
Net plan assets at end of year (total assets less liabilities)2016-12-31$861,206
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$834,803
Assets. Value of real-estate (other than employer real property)2016-12-31$457,792
Total contributions received or receivable from employer(s)2016-12-31$15,957
2015 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,464
Expenses. Total of all expenses incurred2015-12-31$1,199
Total plan assets at end of year2015-12-31$834,803
Total plan assets at beginning of year2015-12-31$817,538
Value of fidelity bond covering the plan2015-12-31$105,000
Expenses. Other expenses not covered elsewhere2015-12-31$1,199
Other income received2015-12-31$2,777
Net income (gross income less expenses)2015-12-31$17,265
Net plan assets at end of year (total assets less liabilities)2015-12-31$834,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$817,538
Assets. Value of real-estate (other than employer real property)2015-12-31$457,792
Total contributions received or receivable from employer(s)2015-12-31$15,687
2014 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$15,997
Expenses. Total of all expenses incurred2014-12-31$554
Total plan assets at end of year2014-12-31$817,538
Total plan assets at beginning of year2014-12-31$802,095
Value of fidelity bond covering the plan2014-12-31$105,000
Expenses. Other expenses not covered elsewhere2014-12-31$554
Other income received2014-12-31$489
Net income (gross income less expenses)2014-12-31$15,443
Net plan assets at end of year (total assets less liabilities)2014-12-31$817,538
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$802,095
Assets. Value of real-estate (other than employer real property)2014-12-31$457,792
Total contributions received or receivable from employer(s)2014-12-31$15,508
2013 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$16,277
Expenses. Total of all expenses incurred2013-12-31$156,065
Benefits paid (including direct rollovers)2013-12-31$155,523
Total plan assets at end of year2013-12-31$802,095
Total plan assets at beginning of year2013-12-31$941,883
Value of fidelity bond covering the plan2013-12-31$105,000
Expenses. Other expenses not covered elsewhere2013-12-31$542
Other income received2013-12-31$558
Net income (gross income less expenses)2013-12-31$-139,788
Net plan assets at end of year (total assets less liabilities)2013-12-31$802,095
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$941,883
Assets. Value of real-estate (other than employer real property)2013-12-31$457,792
Total contributions received or receivable from employer(s)2013-12-31$15,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$155,523
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$15,719
Amount contributed by the employer to the plan for this plan year2013-12-31$15,719
2012 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$16,844
Expenses. Total of all expenses incurred2012-12-31$1,826
Total plan assets at end of year2012-12-31$941,883
Total plan assets at beginning of year2012-12-31$926,865
Value of fidelity bond covering the plan2012-12-31$105,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,826
Other income received2012-12-31$736
Net income (gross income less expenses)2012-12-31$15,018
Net plan assets at end of year (total assets less liabilities)2012-12-31$941,883
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$926,865
Assets. Value of real-estate (other than employer real property)2012-12-31$613,316
Total contributions received or receivable from employer(s)2012-12-31$16,108
2011 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,305
Expenses. Total of all expenses incurred2011-12-31$1,845
Total plan assets at end of year2011-12-31$926,865
Total plan assets at beginning of year2011-12-31$911,405
Value of fidelity bond covering the plan2011-12-31$105,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,845
Other income received2011-12-31$976
Net income (gross income less expenses)2011-12-31$15,460
Net plan assets at end of year (total assets less liabilities)2011-12-31$926,865
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$911,405
Assets. Value of real-estate (other than employer real property)2011-12-31$613,316
Total contributions received or receivable from employer(s)2011-12-31$16,329
2010 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$17,556
Expenses. Total of all expenses incurred2010-12-31$1,803
Total plan assets at end of year2010-12-31$911,405
Total plan assets at beginning of year2010-12-31$895,652
Value of fidelity bond covering the plan2010-12-31$105,000
Other income received2010-12-31$1,324
Net income (gross income less expenses)2010-12-31$15,753
Net plan assets at end of year (total assets less liabilities)2010-12-31$911,405
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$895,652
Assets. Value of real-estate (other than employer real property)2010-12-31$613,316
Total contributions received or receivable from employer(s)2010-12-31$16,232
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,803

Form 5500 Responses for ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN

2021: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION 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 J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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