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Plan Name | EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID HARTMAN | |||
001 | 2017-01-01 | DAVID HARTMAN | |||
001 | 2016-01-01 | DAVID HARTMAN | |||
001 | 2015-01-01 | DAVID R. HARTMAN | |||
001 | 2014-01-01 | DAVID R. HARTMAN | DAVID R. HARTMAN | ||
001 | 2014-01-01 | DAVID R. HARTMAN | |||
001 | 2013-01-01 | DAVID R. HARTMAN | DAVID R. HARTMAN | 2014-06-23 | |
001 | 2012-01-01 | DAVID R. HARTMAN | DAVID R. HARTMAN | 2013-07-09 | |
001 | 2011-01-01 | DAVID R. HARTMAN | DAVID R. HARTMAN | 2012-07-02 | |
001 | 2010-01-01 | DAVID R. HARTMAN | DAVID R. HARTMAN | 2011-07-20 | |
001 | 2009-01-01 | DAVID R HARTMAN |
Measure | Date | Value |
---|---|---|
2018: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
2015: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
2009: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2018 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-82,543 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,414,467 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,390,823 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $2,497,010 |
Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
2017 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $325,516 |
Expenses. Total of all expenses incurred | 2017-12-31 | $25,592 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,880 |
Total plan assets at end of year | 2017-12-31 | $2,494,130 |
Total plan assets at beginning of year | 2017-12-31 | $2,194,206 |
Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $208,936 |
Expenses. Total of all expenses incurred | 2016-12-31 | $18,446 |
Total plan assets at end of year | 2016-12-31 | $2,194,206 |
Total plan assets at beginning of year | 2016-12-31 | $2,003,716 |
Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
Other income received | 2016-12-31 | $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 sources | 2015-12-31 | $-67,469 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,538 |
Total plan assets at end of year | 2015-12-31 | $2,003,716 |
Total plan assets at beginning of year | 2015-12-31 | $2,088,723 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Other income received | 2015-12-31 | $-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 sources | 2014-12-31 | $80,573 |
Expenses. Total of all expenses incurred | 2014-12-31 | $16,650 |
Total plan assets at end of year | 2014-12-31 | $2,088,723 |
Total plan assets at beginning of year | 2014-12-31 | $2,024,800 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $52 |
Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $250,620 |
Expenses. Total of all expenses incurred | 2013-12-31 | $57,569 |
Benefits paid (including direct rollovers) | 2013-12-31 | $41,924 |
Total plan assets at end of year | 2013-12-31 | $2,024,800 |
Total plan assets at beginning of year | 2013-12-31 | $1,831,749 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $268,456 |
Expenses. Total of all expenses incurred | 2012-12-31 | $228,571 |
Benefits paid (including direct rollovers) | 2012-12-31 | $210,227 |
Total plan assets at end of year | 2012-12-31 | $1,831,749 |
Total plan assets at beginning of year | 2012-12-31 | $1,791,864 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $529 |
Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $16,672 |
Expenses. Total of all expenses incurred | 2011-12-31 | $53,663 |
Benefits paid (including direct rollovers) | 2011-12-31 | $34,866 |
Total plan assets at end of year | 2011-12-31 | $1,791,864 |
Total plan assets at beginning of year | 2011-12-31 | $1,828,855 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $700 |
Other income received | 2011-12-31 | $-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 sources | 2010-12-31 | $269,818 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,370 |
Total plan assets at end of year | 2010-12-31 | $1,828,856 |
Total plan assets at beginning of year | 2010-12-31 | $1,573,408 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $784 |
Other income received | 2010-12-31 | $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 |
2018: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 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 | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |