KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN
401k plan membership statisitcs for HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-02-12 | 10 |
| Total number of particpants at end of year | 2025-02-12 | 10 |
| Number of Participants With Account Balances | 2025-02-12 | 9 |
| 2024: HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-22 | 9 |
| Total number of particpants at end of year | 2024-05-22 | 9 |
| Number of Participants With Account Balances | 2024-05-22 | 9 |
| 2022: HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-18 | 7 |
| Total number of particpants at end of year | 2022-07-18 | 8 |
| Number of Participants With Account Balances | 2022-07-18 | 8 |
| Measure | Date | Value |
|---|
| 2025 : HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-02-12 | 54355 |
| Net assets as of the end of the plan year | 2025-02-12 | 1728783 |
| Total assets as of the beginning of the plan year | 2025-02-12 | 1510428 |
| Value of plan covered by a fidelity bond | 2025-02-12 | 150000 |
| Participant contributions to plan in this plan year | 2025-02-12 | 90303 |
| Other income to plan in this plan year | 2025-02-12 | 145123 |
| Plan net income in this plan year | 2025-02-12 | 218355 |
| Net assets as of the end of the plan year | 2025-02-12 | 1728783 |
| Net assets as of the beginning of the plan year | 2025-02-12 | 1510428 |
| Employer contributions to plan in this plan year | 2025-02-12 | 37284 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-12 | 957 |
| 2024 : HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-22 | 1336 |
| Net assets as of the end of the plan year | 2024-05-22 | 1510428 |
| Total assets as of the beginning of the plan year | 2024-05-22 | 1252225 |
| Value of plan covered by a fidelity bond | 2024-05-22 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-22 | 56039 |
| Other income to plan in this plan year | 2024-05-22 | 171323 |
| Plan net income in this plan year | 2024-05-22 | 258203 |
| Net assets as of the end of the plan year | 2024-05-22 | 1510428 |
| Net assets as of the beginning of the plan year | 2024-05-22 | 1252225 |
| Employer contributions to plan in this plan year | 2024-05-22 | 32177 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-22 | 868 |
| 2022 : HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 4147 |
| Net assets as of the end of the plan year | 2022-07-18 | 1336575 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 1104157 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 62863 |
| Other income to plan in this plan year | 2022-07-18 | 145752 |
| Plan net income in this plan year | 2022-07-18 | 232418 |
| Net assets as of the end of the plan year | 2022-07-18 | 1336575 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 1104157 |
| Employer contributions to plan in this plan year | 2022-07-18 | 27950 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 647 |
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