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Filing

Henry Schein Medical Systems Inc. 401K Plan

Henry Schein Medical Systems Inc. • EIN 34-1559113 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

53 → 49

-4 • -7.55%

Assets

Up

$922,828 → $1,140,269

$217,441 • 23.56%

Investment Management Fee

-

Admin expenses - • Total expenses $65,327

Filing Details

Context
Net investment result
$217,441
Pension payor EIN
04-6568107

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
Henry Schein Medical Systems Inc. 401K Plan-0---
202415$5,004,473$198,531$39,706iApproximate average salary by contribution assumption: employee only about $992,655 at 4% or $661,770 at 6%; with 50% employer match about $661,770 at 4% or $441,180 at 6%; with 100% employer match about $496,327 at 4% or $330,885 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-5$5,004,473$198,531$39,706iApproximate average salary by contribution assumption: employee only about $992,655 at 4% or $661,770 at 6%; with 50% employer match about $661,770 at 4% or $441,180 at 6%; with 100% employer match about $496,327 at 4% or $330,885 at 6%.
2023137$4,557,444$272,368$7,361iApproximate average salary by contribution assumption: employee only about $184,032 at 4% or $122,688 at 6%; with 50% employer match about $122,688 at 4% or $81,792 at 6%; with 100% employer match about $92,016 at 4% or $61,344 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-37$4,557,444$272,368$7,361iApproximate average salary by contribution assumption: employee only about $184,032 at 4% or $122,688 at 6%; with 50% employer match about $122,688 at 4% or $81,792 at 6%; with 100% employer match about $92,016 at 4% or $61,344 at 6%.
2022138$3,644,026$282,593$7,437iApproximate average salary by contribution assumption: employee only about $185,916 at 4% or $123,944 at 6%; with 50% employer match about $123,944 at 4% or $82,630 at 6%; with 100% employer match about $92,958 at 4% or $61,972 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-38$3,644,026$282,593$7,437iApproximate average salary by contribution assumption: employee only about $185,916 at 4% or $123,944 at 6%; with 50% employer match about $123,944 at 4% or $82,630 at 6%; with 100% employer match about $92,958 at 4% or $61,972 at 6%.
2021143$4,495,429$325,183$7,562iApproximate average salary by contribution assumption: employee only about $189,060 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,027 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-43$4,495,429$325,183$7,562iApproximate average salary by contribution assumption: employee only about $189,060 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,027 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%.
2020149$4,098,665$299,461$6,111iApproximate average salary by contribution assumption: employee only about $152,786 at 4% or $101,857 at 6%; with 50% employer match about $101,857 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,929 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-49$4,098,665$299,461$6,111iApproximate average salary by contribution assumption: employee only about $152,786 at 4% or $101,857 at 6%; with 50% employer match about $101,857 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,929 at 6%.
2019150$3,560,685$309,146$6,183iApproximate average salary by contribution assumption: employee only about $154,573 at 4% or $103,049 at 6%; with 50% employer match about $103,049 at 4% or $68,699 at 6%; with 100% employer match about $77,287 at 4% or $51,524 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-50$3,560,685$309,146$6,183iApproximate average salary by contribution assumption: employee only about $154,573 at 4% or $103,049 at 6%; with 50% employer match about $103,049 at 4% or $68,699 at 6%; with 100% employer match about $77,287 at 4% or $51,524 at 6%.
2018146$3,061,283$258,500$5,620iApproximate average salary by contribution assumption: employee only about $140,489 at 4% or $93,659 at 6%; with 50% employer match about $93,659 at 4% or $62,440 at 6%; with 100% employer match about $70,245 at 4% or $46,830 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-46$3,061,283$258,500$5,620iApproximate average salary by contribution assumption: employee only about $140,489 at 4% or $93,659 at 6%; with 50% employer match about $93,659 at 4% or $62,440 at 6%; with 100% employer match about $70,245 at 4% or $46,830 at 6%.
2017149$2,980,608$262,482$5,357iApproximate average salary by contribution assumption: employee only about $133,919 at 4% or $89,280 at 6%; with 50% employer match about $89,280 at 4% or $59,520 at 6%; with 100% employer match about $66,960 at 4% or $44,640 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-49$2,980,608$262,482$5,357iApproximate average salary by contribution assumption: employee only about $133,919 at 4% or $89,280 at 6%; with 50% employer match about $89,280 at 4% or $59,520 at 6%; with 100% employer match about $66,960 at 4% or $44,640 at 6%.
2016145$2,285,820$215,902$4,798iApproximate average salary by contribution assumption: employee only about $119,946 at 4% or $79,964 at 6%; with 50% employer match about $79,964 at 4% or $53,309 at 6%; with 100% employer match about $59,973 at 4% or $39,982 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-45$2,285,820$215,902$4,798iApproximate average salary by contribution assumption: employee only about $119,946 at 4% or $79,964 at 6%; with 50% employer match about $79,964 at 4% or $53,309 at 6%; with 100% employer match about $59,973 at 4% or $39,982 at 6%.
2015141$2,068,769$160,361$3,911iApproximate average salary by contribution assumption: employee only about $97,781 at 4% or $65,187 at 6%; with 50% employer match about $65,187 at 4% or $43,458 at 6%; with 100% employer match about $48,891 at 4% or $32,594 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-41$2,068,769$160,361$3,911iApproximate average salary by contribution assumption: employee only about $97,781 at 4% or $65,187 at 6%; with 50% employer match about $65,187 at 4% or $43,458 at 6%; with 100% employer match about $48,891 at 4% or $32,594 at 6%.
2014144$2,347,228$194,766$4,427iApproximate average salary by contribution assumption: employee only about $110,663 at 4% or $73,775 at 6%; with 50% employer match about $73,775 at 4% or $49,183 at 6%; with 100% employer match about $55,331 at 4% or $36,888 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-44$2,347,228$194,766$4,427iApproximate average salary by contribution assumption: employee only about $110,663 at 4% or $73,775 at 6%; with 50% employer match about $73,775 at 4% or $49,183 at 6%; with 100% employer match about $55,331 at 4% or $36,888 at 6%.
2013151$2,040,858$197,074$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,302 at 4% or $32,202 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-51$2,040,858$197,074$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,302 at 4% or $32,202 at 6%.
2012156$1,547,834$272,883$4,873iApproximate average salary by contribution assumption: employee only about $121,823 at 4% or $81,215 at 6%; with 50% employer match about $81,215 at 4% or $54,143 at 6%; with 100% employer match about $60,911 at 4% or $40,608 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-56$1,547,834$272,883$4,873iApproximate average salary by contribution assumption: employee only about $121,823 at 4% or $81,215 at 6%; with 50% employer match about $81,215 at 4% or $54,143 at 6%; with 100% employer match about $60,911 at 4% or $40,608 at 6%.
2011157$1,220,136$236,339$4,146iApproximate average salary by contribution assumption: employee only about $103,657 at 4% or $69,105 at 6%; with 50% employer match about $69,105 at 4% or $46,070 at 6%; with 100% employer match about $51,829 at 4% or $34,552 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-57$1,220,136$236,339$4,146iApproximate average salary by contribution assumption: employee only about $103,657 at 4% or $69,105 at 6%; with 50% employer match about $69,105 at 4% or $46,070 at 6%; with 100% employer match about $51,829 at 4% or $34,552 at 6%.
2010169$1,178,613$227,209$3,293iApproximate average salary by contribution assumption: employee only about $82,322 at 4% or $54,881 at 6%; with 50% employer match about $54,881 at 4% or $36,588 at 6%; with 100% employer match about $41,161 at 4% or $27,441 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-69$1,178,613$227,209$3,293iApproximate average salary by contribution assumption: employee only about $82,322 at 4% or $54,881 at 6%; with 50% employer match about $54,881 at 4% or $36,588 at 6%; with 100% employer match about $41,161 at 4% or $27,441 at 6%.
2009159$1,191,269$253,667$4,299iApproximate average salary by contribution assumption: employee only about $107,486 at 4% or $71,657 at 6%; with 50% employer match about $71,657 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-59$1,191,269$253,667$4,299iApproximate average salary by contribution assumption: employee only about $107,486 at 4% or $71,657 at 6%; with 50% employer match about $71,657 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%.
2008159$722,684$181,860$3,082iApproximate average salary by contribution assumption: employee only about $77,059 at 4% or $51,373 at 6%; with 50% employer match about $51,373 at 4% or $34,249 at 6%; with 100% employer match about $38,530 at 4% or $25,686 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-59$722,684$181,860$3,082iApproximate average salary by contribution assumption: employee only about $77,059 at 4% or $51,373 at 6%; with 50% employer match about $51,373 at 4% or $34,249 at 6%; with 100% employer match about $38,530 at 4% or $25,686 at 6%.
2007149$1,140,269$214,447$4,376iApproximate average salary by contribution assumption: employee only about $109,412 at 4% or $72,941 at 6%; with 50% employer match about $72,941 at 4% or $48,627 at 6%; with 100% employer match about $54,706 at 4% or $36,471 at 6%.
Henry Schein Medical Systems Inc. 401K PlanCurrent49$1,140,269$214,447$4,376iApproximate average salary by contribution assumption: employee only about $109,412 at 4% or $72,941 at 6%; with 50% employer match about $72,941 at 4% or $48,627 at 6%; with 100% employer match about $54,706 at 4% or $36,471 at 6%.
2006146$922,828$162,974$3,543iApproximate average salary by contribution assumption: employee only about $88,573 at 4% or $59,049 at 6%; with 50% employer match about $59,049 at 4% or $39,366 at 6%; with 100% employer match about $44,286 at 4% or $29,524 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-46$922,828$162,974$3,543iApproximate average salary by contribution assumption: employee only about $88,573 at 4% or $59,049 at 6%; with 50% employer match about $59,049 at 4% or $39,366 at 6%; with 100% employer match about $44,286 at 4% or $29,524 at 6%.
2005138$666,570$166,519$4,382iApproximate average salary by contribution assumption: employee only about $109,552 at 4% or $73,035 at 6%; with 50% employer match about $73,035 at 4% or $48,690 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-38$666,570$166,519$4,382iApproximate average salary by contribution assumption: employee only about $109,552 at 4% or $73,035 at 6%; with 50% employer match about $73,035 at 4% or $48,690 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%.
2004137$703,072$177,847$4,807iApproximate average salary by contribution assumption: employee only about $120,167 at 4% or $80,111 at 6%; with 50% employer match about $80,111 at 4% or $53,408 at 6%; with 100% employer match about $60,083 at 4% or $40,056 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-37$703,072$177,847$4,807iApproximate average salary by contribution assumption: employee only about $120,167 at 4% or $80,111 at 6%; with 50% employer match about $80,111 at 4% or $53,408 at 6%; with 100% employer match about $60,083 at 4% or $40,056 at 6%.
2003130$462,451$95,045$3,168iApproximate average salary by contribution assumption: employee only about $79,204 at 4% or $52,803 at 6%; with 50% employer match about $52,803 at 4% or $35,202 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-30$462,451$95,045$3,168iApproximate average salary by contribution assumption: employee only about $79,204 at 4% or $52,803 at 6%; with 50% employer match about $52,803 at 4% or $35,202 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%.
2002122$290,312$0-
Henry Schein Medical Systems Inc. 401K Plan-22$290,312--
2001124$0$0-
Henry Schein Medical Systems Inc. 401K Plan-24---
2000120$0$0-
Henry Schein Medical Systems Inc. 401K Plan-20---
1999116$472,567$55,910$3,494iApproximate average salary by contribution assumption: employee only about $87,359 at 4% or $58,240 at 6%; with 50% employer match about $58,240 at 4% or $38,826 at 6%; with 100% employer match about $43,680 at 4% or $29,120 at 6%.
Henry Schein Medical Systems Inc. 401K Plan-16$472,567$55,910$3,494iApproximate average salary by contribution assumption: employee only about $87,359 at 4% or $58,240 at 6%; with 50% employer match about $58,240 at 4% or $38,826 at 6%; with 100% employer match about $43,680 at 4% or $29,120 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,140,269$217,441 change

Balance Sheet

Beginning and end of plan year.

Total assets$922,828$1,140,269Increase +$217,441 (23.56%)
Total liabilities$0$0No change $0
Net assets$922,828$1,140,269Increase +$217,441 (23.56%)

Contributions

Employer contributions$87,602
Participant contributions$125,664
Other contributions$1,181

Income & Expenses

Total income$282,768
Total expenses$65,327
Net income$217,441
Source fields
Schedule I source fields
Filing Id
84037232944038
Schedule I EIN
34-1559113
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$922,828
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$922,828
Small plan total assets at end of year
$1,140,269
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,140,269
Small plan employer contributions
$87,602
Small plan participant contributions
$125,664
Small Oth Contribution Rcvd Amount
$1,181
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$68,321
Small plan total income
$282,768
Small plan total benefit distributions
$65,311
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$16
Small plan total expenses
$65,327
Small plan net income or loss
$217,441
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037232944038
Schedule R EIN
34-1559113
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0