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EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 401k Plan overview

Plan NameEMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C.
Plan identification number 001

EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID R. HARTMAN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID R. HARTMAN, D.D.S., P.C.
Employer identification number (EIN):840835296
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DAVID R. HARTMAN, D.D.S., P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1981-02-02
Company Identification Number: 19871424150
Legal Registered Office Address: 5050 East CHERRY CREEK SO DR

DENVER
United States of America (USA)
80246

More information about DAVID R. HARTMAN, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012018-01-01
0012017-01-01DAVID HARTMAN
0012017-01-01DAVID HARTMAN
0012016-01-01DAVID HARTMAN
0012015-01-01DAVID R. HARTMAN
0012014-01-01DAVID R. HARTMAN DAVID R. HARTMAN
0012014-01-01DAVID R. HARTMAN
0012013-01-01DAVID R. HARTMAN DAVID R. HARTMAN2014-06-23
0012012-01-01DAVID R. HARTMAN DAVID R. HARTMAN2013-07-09
0012011-01-01DAVID R. HARTMAN DAVID R. HARTMAN2012-07-02
0012010-01-01DAVID R. HARTMAN DAVID R. HARTMAN2011-07-20
0012009-01-01DAVID R HARTMAN

Financial Data on EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C.

Measure Date Value
2018 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2018 401k financial data
Total income from all sources2018-12-31$-82,543
Expenses. Total of all expenses incurred2018-12-31$2,414,467
Benefits paid (including direct rollovers)2018-12-31$2,390,823
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$2,497,010
Value of fidelity bond covering the plan2018-12-31$265,000
Other income received2018-12-31$-103,543
Net income (gross income less expenses)2018-12-31$-2,497,010
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,497,010
Total contributions received or receivable from employer(s)2018-12-31$21,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 401k financial data
Total income from all sources2017-12-31$325,516
Expenses. Total of all expenses incurred2017-12-31$25,592
Benefits paid (including direct rollovers)2017-12-31$2,880
Total plan assets at end of year2017-12-31$2,494,130
Total plan assets at beginning of year2017-12-31$2,194,206
Value of fidelity bond covering the plan2017-12-31$265,000
Other income received2017-12-31$259,730
Net income (gross income less expenses)2017-12-31$299,924
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,494,130
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,194,206
Total contributions received or receivable from employer(s)2017-12-31$65,786
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$22,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2016 401k financial data
Total income from all sources2016-12-31$208,936
Expenses. Total of all expenses incurred2016-12-31$18,446
Total plan assets at end of year2016-12-31$2,194,206
Total plan assets at beginning of year2016-12-31$2,003,716
Value of fidelity bond covering the plan2016-12-31$265,000
Other income received2016-12-31$168,936
Net income (gross income less expenses)2016-12-31$190,490
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,194,206
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,003,716
Total contributions received or receivable from employer(s)2016-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,446
2015 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2015 401k financial data
Total income from all sources2015-12-31$-67,469
Expenses. Total of all expenses incurred2015-12-31$17,538
Total plan assets at end of year2015-12-31$2,003,716
Total plan assets at beginning of year2015-12-31$2,088,723
Value of fidelity bond covering the plan2015-12-31$265,000
Other income received2015-12-31$-67,469
Net income (gross income less expenses)2015-12-31$-85,007
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,003,716
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,088,723
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,538
2014 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2014 401k financial data
Total income from all sources2014-12-31$80,573
Expenses. Total of all expenses incurred2014-12-31$16,650
Total plan assets at end of year2014-12-31$2,088,723
Total plan assets at beginning of year2014-12-31$2,024,800
Value of fidelity bond covering the plan2014-12-31$265,000
Expenses. Other expenses not covered elsewhere2014-12-31$52
Other income received2014-12-31$60,573
Net income (gross income less expenses)2014-12-31$63,923
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,088,723
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,024,800
Total contributions received or receivable from employer(s)2014-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16,598
2013 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2013 401k financial data
Total income from all sources2013-12-31$250,620
Expenses. Total of all expenses incurred2013-12-31$57,569
Benefits paid (including direct rollovers)2013-12-31$41,924
Total plan assets at end of year2013-12-31$2,024,800
Total plan assets at beginning of year2013-12-31$1,831,749
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$209,892
Net income (gross income less expenses)2013-12-31$193,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,024,800
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,831,749
Total contributions received or receivable from employer(s)2013-12-31$40,728
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,645
2012 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2012 401k financial data
Total income from all sources2012-12-31$268,456
Expenses. Total of all expenses incurred2012-12-31$228,571
Benefits paid (including direct rollovers)2012-12-31$210,227
Total plan assets at end of year2012-12-31$1,831,749
Total plan assets at beginning of year2012-12-31$1,791,864
Value of fidelity bond covering the plan2012-12-31$200,000
Expenses. Other expenses not covered elsewhere2012-12-31$529
Other income received2012-12-31$224,756
Net income (gross income less expenses)2012-12-31$39,885
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,831,749
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,791,864
Total contributions received or receivable from employer(s)2012-12-31$43,700
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17,815
2011 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2011 401k financial data
Total income from all sources2011-12-31$16,672
Expenses. Total of all expenses incurred2011-12-31$53,663
Benefits paid (including direct rollovers)2011-12-31$34,866
Total plan assets at end of year2011-12-31$1,791,864
Total plan assets at beginning of year2011-12-31$1,828,855
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$700
Other income received2011-12-31$-29,352
Net income (gross income less expenses)2011-12-31$-36,991
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,791,864
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,828,855
Total contributions received or receivable from employer(s)2011-12-31$46,024
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,097
2010 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2010 401k financial data
Total income from all sources2010-12-31$269,818
Expenses. Total of all expenses incurred2010-12-31$14,370
Total plan assets at end of year2010-12-31$1,828,856
Total plan assets at beginning of year2010-12-31$1,573,408
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$784
Other income received2010-12-31$224,217
Net income (gross income less expenses)2010-12-31$255,448
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,828,856
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,573,408
Total contributions received or receivable from employer(s)2010-12-31$45,601
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,586

Form 5500 Responses for EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C.

2018: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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