401k Plan data: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST plan

STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST
Plan identification number	001

STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

STEVEN E HALLGREN, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name: STEVEN E HALLGREN, DDS, MS, PC

Employer identification number (EIN): 382449748

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 STEVEN E HALLGREN 2019-09-25
001 2018-01-01 STEVEN E HALLGREN 2020-06-05
001 2018-01-01 STEVEN E HALLGREN 2019-08-06
001 2017-01-01 STEVEN E HALLGREN 2018-07-27
001 2016-01-01 STEVEN E HALLGREN
001 2015-01-01 STEVEN E HALLGREN
001 2014-01-01 STEVEN E HALLGREN
001 2013-01-01 STEVEN E HALLGREN
001 2012-01-01 STEVEN E HALLGREN
001 2011-01-01 STEVEN E HALLGREN
001 2010-01-01 STEVEN E HALLGREN
001 2009-01-01 STEVEN E HALLGREN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	STEVEN E HALLGREN	2019-09-25
001	2018-01-01	STEVEN E HALLGREN	2020-06-05
001	2018-01-01	STEVEN E HALLGREN	2019-08-06
001	2017-01-01	STEVEN E HALLGREN	2018-07-27
001	2016-01-01	STEVEN E HALLGREN
001	2015-01-01	STEVEN E HALLGREN
001	2014-01-01	STEVEN E HALLGREN
001	2013-01-01	STEVEN E HALLGREN
001	2012-01-01	STEVEN E HALLGREN
001	2011-01-01	STEVEN E HALLGREN
001	2010-01-01	STEVEN E HALLGREN
001	2009-01-01	STEVEN E HALLGREN

Plan Statistics for STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2016: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$327,773
Total plan assets at end of year	2016-12-31	$2,947,639
Total plan assets at beginning of year	2016-12-31	$2,619,866
Value of fidelity bond covering the plan	2016-12-31	$125,000
Other income received	2016-12-31	$276,516
Net income (gross income less expenses)	2016-12-31	$327,773
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,947,639
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,619,866
Total contributions received or receivable from employer(s)	2016-12-31	$51,257
2015 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$17,359
Total plan assets at end of year	2015-12-31	$2,619,866
Total plan assets at beginning of year	2015-12-31	$2,602,507
Value of fidelity bond covering the plan	2015-12-31	$125,000
Other income received	2015-12-31	$-34,649
Net income (gross income less expenses)	2015-12-31	$17,359
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,619,866
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,602,507
Total contributions received or receivable from employer(s)	2015-12-31	$52,008
2014 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$127,401
Total plan assets at end of year	2014-12-31	$2,602,507
Total plan assets at beginning of year	2014-12-31	$2,475,106
Value of fidelity bond covering the plan	2014-12-31	$125,000
Other income received	2014-12-31	$76,169
Net income (gross income less expenses)	2014-12-31	$127,401
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,602,507
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,475,106
Total contributions received or receivable from employer(s)	2014-12-31	$51,232
2013 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$590,137
Expenses. Total of all expenses incurred	2013-12-31	$48,728
Benefits paid (including direct rollovers)	2013-12-31	$48,728
Total plan assets at end of year	2013-12-31	$2,475,106
Total plan assets at beginning of year	2013-12-31	$1,933,697
Value of fidelity bond covering the plan	2013-12-31	$125,000
Other income received	2013-12-31	$539,660
Net income (gross income less expenses)	2013-12-31	$541,409
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,475,106
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,933,697
Total contributions received or receivable from employer(s)	2013-12-31	$50,477
2012 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$300,826
Expenses. Total of all expenses incurred	2012-12-31	$98,486
Benefits paid (including direct rollovers)	2012-12-31	$98,486
Total plan assets at end of year	2012-12-31	$1,933,697
Total plan assets at beginning of year	2012-12-31	$1,731,357
Value of fidelity bond covering the plan	2012-12-31	$125,000
Other income received	2012-12-31	$250,329
Net income (gross income less expenses)	2012-12-31	$202,340
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,933,697
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,731,357
Total contributions received or receivable from employer(s)	2012-12-31	$50,497
2011 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-41,962
Total plan assets at end of year	2011-12-31	$1,731,357
Total plan assets at beginning of year	2011-12-31	$1,773,319
Value of fidelity bond covering the plan	2011-12-31	$125,000
Other income received	2011-12-31	$-94,774
Net income (gross income less expenses)	2011-12-31	$-41,962
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,731,357
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,773,319
Total contributions received or receivable from employer(s)	2011-12-31	$52,812
2010 : STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$313,059
Expenses. Total of all expenses incurred	2010-12-31	$12,000
Benefits paid (including direct rollovers)	2010-12-31	$12,000
Total plan assets at end of year	2010-12-31	$1,773,319
Total plan assets at beginning of year	2010-12-31	$1,472,260
Value of fidelity bond covering the plan	2010-12-31	$125,000
Other income received	2010-12-31	$260,504
Net income (gross income less expenses)	2010-12-31	$301,059
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,773,319
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,472,260
Total contributions received or receivable from employer(s)	2010-12-31	$52,555

Form 5500 Responses for STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST

2016: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 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
2010: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN E HALLGREN, DDS, MS, PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN E HALLGREN, DDS, MS, PC
Employer identification number (EIN):	382449748
NAIC Classification:	621210
NAIC Description:	Offices of Dentists