401k Plan data: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST plan

THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	003

THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THEODORE E.J. HERRMANN DMD,P.A. has sponsored the creation of one or more 401k plans.

Company Name: THEODORE E.J. HERRMANN DMD,P.A.

Employer identification number (EIN): 650147084

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 THEODORE E. J. HERRMANN 2023-10-16
003 2020-01-01 THEODORE E. J. HERRMANN 2021-09-08
003 2019-01-01 THEODORE E. J. HERRMANN 2020-09-14
003 2018-01-01 THEODORE E. J. HERRMANN 2019-10-15
003 2017-01-01 THEODORE E. J. HERRMANN 2018-09-21
003 2016-01-01 THEODORE E. J. HERRMANN 2017-10-12
003 2015-01-01 THEODORE HERRMANN 2016-10-14
003 2014-01-01 THEODORE HERRMANN 2015-10-14
003 2013-01-01 THEODORE HERRMANN 2014-10-06
003 2012-01-01 THEODORE HERRMANN 2013-10-14
003 2011-01-01 THEODORE HERRMANN 2012-07-20
003 2009-01-01 THEODORE HERRMANN
003 2006-01-01 THEODORE HERRMANN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	THEODORE E. J. HERRMANN	2023-10-16
003	2020-01-01	THEODORE E. J. HERRMANN	2021-09-08
003	2019-01-01	THEODORE E. J. HERRMANN	2020-09-14
003	2018-01-01	THEODORE E. J. HERRMANN	2019-10-15
003	2017-01-01	THEODORE E. J. HERRMANN	2018-09-21
003	2016-01-01	THEODORE E. J. HERRMANN	2017-10-12
003	2015-01-01	THEODORE HERRMANN	2016-10-14
003	2014-01-01	THEODORE HERRMANN	2015-10-14
003	2013-01-01	THEODORE HERRMANN	2014-10-06
003	2012-01-01	THEODORE HERRMANN	2013-10-14
003	2011-01-01	THEODORE HERRMANN	2012-07-20
003	2009-01-01	THEODORE HERRMANN
003	2006-01-01	THEODORE HERRMANN

Plan Statistics for THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2006: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year 2006-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 6
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 6
Number of participants with account balances 2006-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2009: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2006: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year	2006-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	6
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	6
Number of participants with account balances	2006-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2010 : THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
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	$32,649
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$246,228
Total plan assets at beginning of year	2010-12-31	$213,579
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$4,725
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$23,454
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$32,649
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$246,228
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$213,579
Assets. Value of participant loans	2010-12-31	$61,408
Total contributions received or receivable from employer(s)	2010-12-31	$4,470
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	$0
2007 : THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$27,634
Expenses. Total of all expenses incurred	2007-12-31	$0
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$129,001
Total plan assets at beginning of year	2007-12-31	$101,367
Value of fidelity bond covering the plan	2007-12-31	$20,000
Total contributions received or receivable from participants	2007-12-31	$19,800
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$5,074
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$27,634
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$129,001
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$101,367
Total contributions received or receivable from employer(s)	2007-12-31	$2,760
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0
2006 : THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$11,403
Expenses. Total of all expenses incurred	2006-12-31	$6,557
Benefits paid (including direct rollovers)	2006-12-31	$6,557
Total plan assets at end of year	2006-12-31	$101,367
Total plan assets at beginning of year	2006-12-31	$96,521
Value of fidelity bond covering the plan	2006-12-31	$20,000
Total contributions received or receivable from participants	2006-12-31	$5,108
Expenses. Other expenses not covered elsewhere	2006-12-31	$0
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$4,252
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$4,846
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$101,367
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$96,521
Total contributions received or receivable from employer(s)	2006-12-31	$2,043
Value of certain deemed distributions of participant loans	2006-12-31	$0
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$0

Form 5500 Responses for THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

2009: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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
2006: THEODORE E.J. HERRMANN DMD, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THEODORE E.J. HERRMANN DMD,P.A.
Employer identification number (EIN):	650147084
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners