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ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 002

ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

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. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2018-09-23
0022016-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2017-07-28
0022015-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2016-05-20
0022014-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2015-05-20
0022013-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2014-08-10
0022012-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2013-08-07
0022011-01-01ROBERT J HELLMANN ROBERT J HELLMANN2012-05-29
0022009-01-01ROBERT J. HELLMANN ROBERT J. HELLMANN2010-07-19

Financial Data on ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$68,688
Expenses. Total of all expenses incurred2023-12-31$1,257
Total plan assets at end of year2023-12-31$1,472,890
Total plan assets at beginning of year2023-12-31$1,405,459
Value of fidelity bond covering the plan2023-12-31$105,000
Expenses. Other expenses not covered elsewhere2023-12-31$1,257
Other income received2023-12-31$68,688
Net income (gross income less expenses)2023-12-31$67,431
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,472,890
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,405,459
Assets. Value of real-estate (other than employer real property)2023-12-31$702,000
2021 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$76
Expenses. Total of all expenses incurred2021-12-31$628
Total plan assets at end of year2021-12-31$1,252,728
Total plan assets at beginning of year2021-12-31$1,253,280
Value of fidelity bond covering the plan2021-12-31$105,000
Expenses. Other expenses not covered elsewhere2021-12-31$628
Other income received2021-12-31$76
Net income (gross income less expenses)2021-12-31$-552
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,252,728
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,253,280
Assets. Value of real-estate (other than employer real property)2021-12-31$495,927
2020 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$789
Expenses. Total of all expenses incurred2020-12-31$627
Total plan assets at end of year2020-12-31$1,253,280
Total plan assets at beginning of year2020-12-31$1,253,118
Value of fidelity bond covering the plan2020-12-31$105,000
Expenses. Other expenses not covered elsewhere2020-12-31$627
Other income received2020-12-31$789
Net income (gross income less expenses)2020-12-31$162
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,253,280
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,253,118
Assets. Value of real-estate (other than employer real property)2020-12-31$495,927
2019 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$45,173
Expenses. Total of all expenses incurred2019-12-31$1,569
Total plan assets at end of year2019-12-31$1,253,118
Total plan assets at beginning of year2019-12-31$1,209,514
Value of fidelity bond covering the plan2019-12-31$105,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,569
Other income received2019-12-31$5,894
Net income (gross income less expenses)2019-12-31$43,604
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,253,118
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,209,514
Assets. Value of real-estate (other than employer real property)2019-12-31$495,927
Total contributions received or receivable from employer(s)2019-12-31$39,279
2018 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$41,687
Expenses. Total of all expenses incurred2018-12-31$616
Total plan assets at end of year2018-12-31$1,209,514
Total plan assets at beginning of year2018-12-31$1,168,443
Value of fidelity bond covering the plan2018-12-31$105,000
Expenses. Other expenses not covered elsewhere2018-12-31$616
Other income received2018-12-31$2,265
Net income (gross income less expenses)2018-12-31$41,071
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,209,514
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,168,443
Assets. Value of real-estate (other than employer real property)2018-12-31$495,927
Total contributions received or receivable from employer(s)2018-12-31$39,422
2017 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$43,969
Expenses. Total of all expenses incurred2017-12-31$1,303
Total plan assets at end of year2017-12-31$1,168,443
Total plan assets at beginning of year2017-12-31$1,125,777
Value of fidelity bond covering the plan2017-12-31$105,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,303
Other income received2017-12-31$4,778
Net income (gross income less expenses)2017-12-31$42,666
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,168,443
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,125,777
Assets. Value of real-estate (other than employer real property)2017-12-31$495,927
Total contributions received or receivable from employer(s)2017-12-31$39,191
2016 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$51,418
Expenses. Total of all expenses incurred2016-12-31$1,290
Total plan assets at end of year2016-12-31$1,125,777
Total plan assets at beginning of year2016-12-31$1,075,649
Value of fidelity bond covering the plan2016-12-31$105,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,290
Other income received2016-12-31$12,763
Net income (gross income less expenses)2016-12-31$50,128
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,125,777
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,075,649
Assets. Value of real-estate (other than employer real property)2016-12-31$495,927
Total contributions received or receivable from employer(s)2016-12-31$38,655
2015 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$40,918
Expenses. Total of all expenses incurred2015-12-31$1,299
Total plan assets at end of year2015-12-31$1,075,649
Total plan assets at beginning of year2015-12-31$1,036,030
Value of fidelity bond covering the plan2015-12-31$105,000
Expenses. Other expenses not covered elsewhere2015-12-31$1,299
Other income received2015-12-31$3,176
Net income (gross income less expenses)2015-12-31$39,619
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,075,649
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,036,030
Assets. Value of real-estate (other than employer real property)2015-12-31$495,927
Total contributions received or receivable from employer(s)2015-12-31$37,742
2014 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$37,463
Expenses. Total of all expenses incurred2014-12-31$601
Total plan assets at end of year2014-12-31$1,036,030
Total plan assets at beginning of year2014-12-31$999,168
Value of fidelity bond covering the plan2014-12-31$105,000
Expenses. Other expenses not covered elsewhere2014-12-31$601
Other income received2014-12-31$705
Net income (gross income less expenses)2014-12-31$36,862
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,036,030
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$999,168
Assets. Value of real-estate (other than employer real property)2014-12-31$495,927
Total contributions received or receivable from employer(s)2014-12-31$36,758
2013 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$37,427
Expenses. Total of all expenses incurred2013-12-31$169,064
Benefits paid (including direct rollovers)2013-12-31$168,477
Total plan assets at end of year2013-12-31$999,168
Total plan assets at beginning of year2013-12-31$1,130,805
Value of fidelity bond covering the plan2013-12-31$105,000
Expenses. Other expenses not covered elsewhere2013-12-31$587
Other income received2013-12-31$778
Net income (gross income less expenses)2013-12-31$-131,637
Net plan assets at end of year (total assets less liabilities)2013-12-31$999,168
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,130,805
Assets. Value of real-estate (other than employer real property)2013-12-31$495,927
Total contributions received or receivable from employer(s)2013-12-31$36,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$168,477
2012 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$38,055
Expenses. Total of all expenses incurred2012-12-31$1,978
Total plan assets at end of year2012-12-31$1,130,805
Total plan assets at beginning of year2012-12-31$1,094,728
Value of fidelity bond covering the plan2012-12-31$105,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,978
Other income received2012-12-31$990
Net income (gross income less expenses)2012-12-31$36,077
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,130,805
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,094,728
Assets. Value of real-estate (other than employer real property)2012-12-31$664,404
Total contributions received or receivable from employer(s)2012-12-31$37,065
2011 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$38,246
Expenses. Total of all expenses incurred2011-12-31$1,995
Total plan assets at end of year2011-12-31$1,094,728
Total plan assets at beginning of year2011-12-31$1,058,477
Value of fidelity bond covering the plan2011-12-31$105,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,995
Other income received2011-12-31$1,256
Net income (gross income less expenses)2011-12-31$36,251
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,094,728
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,058,477
Assets. Value of real-estate (other than employer real property)2011-12-31$664,404
Total contributions received or receivable from employer(s)2011-12-31$36,990
2010 : ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$38,291
Expenses. Total of all expenses incurred2010-12-31$2,063
Total plan assets at end of year2010-12-31$1,058,476
Total plan assets at beginning of year2010-12-31$1,022,248
Value of fidelity bond covering the plan2010-12-31$105,000
Other income received2010-12-31$1,630
Net income (gross income less expenses)2010-12-31$36,228
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,058,476
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,022,248
Assets. Value of real-estate (other than employer real property)2010-12-31$664,404
Total contributions received or receivable from employer(s)2010-12-31$36,661
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,063

Form 5500 Responses for ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST

2023: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2021: ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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. PROFIT SHARING PLAN & TRUST 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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