401k Plan data: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN plan

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

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

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

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2018-09-23
001 2016-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2017-07-27
001 2015-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2016-05-20
001 2014-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2015-05-20
001 2013-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2014-08-10
001 2012-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2013-07-25
001 2011-01-01 ROBERT J HELLMANN ROBERT J HELLMANN 2013-12-04
001 2009-01-01 ROBERT J. HELLMANN ROBERT J. HELLMANN 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2018-09-23
001	2016-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2017-07-27
001	2015-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2016-05-20
001	2014-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2015-05-20
001	2013-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2014-08-10
001	2012-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2013-07-25
001	2011-01-01	ROBERT J HELLMANN	ROBERT J HELLMANN	2013-12-04
001	2009-01-01	ROBERT J. HELLMANN	ROBERT J. HELLMANN	2010-07-19

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

Measure	Date	Value
2023 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$198,949
Expenses. Total of all expenses incurred	2023-12-31	$1,160
Total plan assets at end of year	2023-12-31	$1,110,098
Total plan assets at beginning of year	2023-12-31	$912,309
Value of fidelity bond covering the plan	2023-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$1,160
Other income received	2023-12-31	$198,949
Net income (gross income less expenses)	2023-12-31	$197,789
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,110,098
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$912,309
Assets. Value of real-estate (other than employer real property)	2023-12-31	$648,000
2021 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$46
Expenses. Total of all expenses incurred	2021-12-31	$580
Total plan assets at end of year	2021-12-31	$912,356
Total plan assets at beginning of year	2021-12-31	$912,890
Value of fidelity bond covering the plan	2021-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$580
Other income received	2021-12-31	$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 sources	2020-12-31	$429
Expenses. Total of all expenses incurred	2020-12-31	$579
Total plan assets at end of year	2020-12-31	$912,890
Total plan assets at beginning of year	2020-12-31	$913,040
Value of fidelity bond covering the plan	2020-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$579
Other income received	2020-12-31	$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 sources	2019-12-31	$18,558
Expenses. Total of all expenses incurred	2019-12-31	$1,449
Total plan assets at end of year	2019-12-31	$913,040
Total plan assets at beginning of year	2019-12-31	$895,931
Value of fidelity bond covering the plan	2019-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,449
Other income received	2019-12-31	$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 sources	2018-12-31	$16,769
Expenses. Total of all expenses incurred	2018-12-31	$569
Total plan assets at end of year	2018-12-31	$895,931
Total plan assets at beginning of year	2018-12-31	$879,731
Value of fidelity bond covering the plan	2018-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$569
Other income received	2018-12-31	$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 sources	2017-12-31	$19,728
Expenses. Total of all expenses incurred	2017-12-31	$1,203
Total plan assets at end of year	2017-12-31	$879,731
Total plan assets at beginning of year	2017-12-31	$861,206
Value of fidelity bond covering the plan	2017-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,203
Other income received	2017-12-31	$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 sources	2016-12-31	$27,594
Expenses. Total of all expenses incurred	2016-12-31	$1,191
Total plan assets at end of year	2016-12-31	$861,206
Total plan assets at beginning of year	2016-12-31	$834,803
Value of fidelity bond covering the plan	2016-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,191
Other income received	2016-12-31	$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 sources	2015-12-31	$18,464
Expenses. Total of all expenses incurred	2015-12-31	$1,199
Total plan assets at end of year	2015-12-31	$834,803
Total plan assets at beginning of year	2015-12-31	$817,538
Value of fidelity bond covering the plan	2015-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,199
Other income received	2015-12-31	$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 sources	2014-12-31	$15,997
Expenses. Total of all expenses incurred	2014-12-31	$554
Total plan assets at end of year	2014-12-31	$817,538
Total plan assets at beginning of year	2014-12-31	$802,095
Value of fidelity bond covering the plan	2014-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$554
Other income received	2014-12-31	$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 sources	2013-12-31	$16,277
Expenses. Total of all expenses incurred	2013-12-31	$156,065
Benefits paid (including direct rollovers)	2013-12-31	$155,523
Total plan assets at end of year	2013-12-31	$802,095
Total plan assets at beginning of year	2013-12-31	$941,883
Value of fidelity bond covering the plan	2013-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$542
Other income received	2013-12-31	$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 securities	2013-12-31	$155,523
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$15,719
Amount contributed by the employer to the plan for this plan year	2013-12-31	$15,719
2012 : ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$16,844
Expenses. Total of all expenses incurred	2012-12-31	$1,826
Total plan assets at end of year	2012-12-31	$941,883
Total plan assets at beginning of year	2012-12-31	$926,865
Value of fidelity bond covering the plan	2012-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,826
Other income received	2012-12-31	$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 sources	2011-12-31	$17,305
Expenses. Total of all expenses incurred	2011-12-31	$1,845
Total plan assets at end of year	2011-12-31	$926,865
Total plan assets at beginning of year	2011-12-31	$911,405
Value of fidelity bond covering the plan	2011-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,845
Other income received	2011-12-31	$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 sources	2010-12-31	$17,556
Expenses. Total of all expenses incurred	2010-12-31	$1,803
Total plan assets at end of year	2010-12-31	$911,405
Total plan assets at beginning of year	2010-12-31	$895,652
Value of fidelity bond covering the plan	2010-12-31	$105,000
Other income received	2010-12-31	$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

2023: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION 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: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION 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: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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