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| Plan Name | R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | R. DONALD HEINE |
| Employer identification number (EIN): | 611139705 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2013-01-01 | ROBERT D HEINE II | 2014-05-05 | ROBERT D HEINE II | 2014-05-05 |
| 002 | 2012-01-01 | ROBERT D HEINE II | 2013-05-21 | ||
| 002 | 2011-01-01 | ROBERT D HEINE II | |||
| 002 | 2009-01-01 | ROBERT D HEINE II |
| Measure | Date | Value |
|---|---|---|
| 2011: R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| 2009: R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Measure | Date | Value |
|---|---|---|
| 2011 : R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $3,710 |
| Total plan assets at end of year | 2011-12-31 | $710,605 |
| Total plan assets at beginning of year | 2011-12-31 | $706,891 |
| Other income received | 2011-12-31 | $3,710 |
| Net income (gross income less expenses) | 2011-12-31 | $3,710 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $710,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $706,891 |
| 2010 : R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $58,551 |
| Total plan assets at end of year | 2010-12-31 | $706,891 |
| Total plan assets at beginning of year | 2010-12-31 | $648,340 |
| Other income received | 2010-12-31 | $58,551 |
| Net income (gross income less expenses) | 2010-12-31 | $58,551 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $706,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $648,340 |
| 2011: R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION PLAN & TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: R. DONALD HEINE, DMD ORAL SURGERY PROFIT SHARING PENSION 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||
| Policy contract number | 58053 | ||||||||||||
| Policy instance | 1 | ||||||||||||
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||
| Policy contract number | 58053 | ||||||||||||
| Policy instance | 1 | ||||||||||||
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