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Plan Name | STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | STEPHEN V. HAMN, M.D., P.A. |
Employer identification number (EIN): | 752496783 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about STEPHEN V. HAMN, M.D., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1993-08-25 |
Company Identification Number: | 0081461303 |
Legal Registered Office Address: |
2024 SINCLAIR LN PLANO United States of America (USA) 75093 |
More information about STEPHEN V. HAMN, M.D., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2016-01-01 | ||||
004 | 2015-01-01 | ||||
004 | 2014-01-01 | STEPHEN V. HAMN, M.D. | |||
004 | 2013-01-01 | STEPHEN V. HAMN, M.D. | |||
004 | 2012-01-01 | STEPHEN V. HAMN, M.D. | |||
004 | 2011-01-01 | STEPHEN V. HAMN, M.D. | |||
004 | 2009-01-01 | ROBBIE CHRISTOPHER | |||
004 | 2008-01-01 |
Measure | Date | Value |
---|---|---|
2016: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 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 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
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 | 2 |
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 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2016 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-10-31 | $0 |
Total plan liabilities at beginning of year | 2016-10-31 | $0 |
Total income from all sources | 2016-10-31 | $246,307 |
Expenses. Total of all expenses incurred | 2016-10-31 | $2,545,613 |
Benefits paid (including direct rollovers) | 2016-10-31 | $2,532,828 |
Total plan assets at end of year | 2016-10-31 | $0 |
Total plan assets at beginning of year | 2016-10-31 | $2,299,306 |
Value of fidelity bond covering the plan | 2016-10-31 | $250,000 |
Other income received | 2016-10-31 | $19,602 |
Net income (gross income less expenses) | 2016-10-31 | $-2,299,306 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,299,306 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $226,705 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $12,785 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
2015 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $184,411 |
Expenses. Total of all expenses incurred | 2015-12-31 | $24,769 |
Total plan assets at end of year | 2015-12-31 | $2,299,306 |
Total plan assets at beginning of year | 2015-12-31 | $2,139,664 |
Value of fidelity bond covering the plan | 2015-12-31 | $214,000 |
Other income received | 2015-12-31 | $-15,589 |
Net income (gross income less expenses) | 2015-12-31 | $159,642 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,299,306 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,139,664 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $24,769 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $265,381 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,442 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,051 |
Total plan assets at end of year | 2014-12-31 | $2,139,664 |
Total plan assets at beginning of year | 2014-12-31 | $1,898,725 |
Value of fidelity bond covering the plan | 2014-12-31 | $210,000 |
Other income received | 2014-12-31 | $67,329 |
Net income (gross income less expenses) | 2014-12-31 | $240,939 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,139,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,898,725 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $198,052 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $22,391 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $417,401 |
Expenses. Total of all expenses incurred | 2013-12-31 | $21,097 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,111 |
Total plan assets at end of year | 2013-12-31 | $1,898,725 |
Total plan assets at beginning of year | 2013-12-31 | $1,502,421 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $169,901 |
Net income (gross income less expenses) | 2013-12-31 | $396,304 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,898,725 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,502,421 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $247,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,986 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $323,876 |
Expenses. Total of all expenses incurred | 2012-12-31 | $23,523 |
Benefits paid (including direct rollovers) | 2012-12-31 | $9,626 |
Total plan assets at end of year | 2012-12-31 | $1,502,421 |
Total plan assets at beginning of year | 2012-12-31 | $1,202,068 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Other income received | 2012-12-31 | $85,286 |
Net income (gross income less expenses) | 2012-12-31 | $300,353 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,502,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,202,068 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $238,590 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13,897 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $295,328 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,866 |
Total plan assets at end of year | 2011-12-31 | $1,202,068 |
Total plan assets at beginning of year | 2011-12-31 | $913,606 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Other income received | 2011-12-31 | $-2,894 |
Net income (gross income less expenses) | 2011-12-31 | $288,462 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,202,068 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $913,606 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $298,222 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,866 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $234,379 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,387 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,387 |
Total plan assets at end of year | 2010-12-31 | $913,606 |
Total plan assets at beginning of year | 2010-12-31 | $682,614 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $18,170 |
Net income (gross income less expenses) | 2010-12-31 | $230,992 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $913,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $682,614 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $216,209 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2016: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 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 | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: STEPHEN V. HAMN, M.D., P.A. DEFINED BENEFIT PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |