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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

Plan Statistics for EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C.

401k plan membership statisitcs for 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 membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
2015: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: EMPLOYEE PROFIT SHARING PLAN & TRUST OF DAVID R. HARTMAN, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

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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