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PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN 401k Plan overview

Plan NamePAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN
Plan identification number 001

PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. has sponsored the creation of one or more 401k plans.

Company Name:PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D.
Employer identification number (EIN):954017362
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01PAUL D. HARTMAN, M.D.2017-08-11
0012015-01-01PAUL D. HARTMAN, M.D.2016-08-31
0012014-01-01PAUL D. HARTMAN, M.D.2015-04-30
0012013-01-01
0012012-01-01PAUL D. HARTMAN2013-06-28
0012011-01-01PAUL D. HARTMAN, M.D.2012-06-05
0012010-01-01RONALD OCONNELL2011-06-27

Financial Data on PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN

Measure Date Value
2025 : PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-27130615
Net assets as of the end of the plan year2025-08-273592591
Total assets as of the beginning of the plan year2025-08-273180551
Participant contributions to plan in this plan year2025-08-2776600
Other contributions to plan in this plan year2025-08-270
Other income to plan in this plan year2025-08-27441083
Plan net income in this plan year2025-08-27412040
Net assets as of the end of the plan year2025-08-273592591
Net assets as of the beginning of the plan year2025-08-273180551
Employer contributions to plan in this plan year2025-08-2724972
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-270
2024 : PAUL D. HARTMAN, M.D./CATHERINE A. CHIMENTI, M.D. SALARY DEFERRAL PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-170
Net assets as of the end of the plan year2024-07-173180551
Total assets as of the beginning of the plan year2024-07-172589169
Participant contributions to plan in this plan year2024-07-1789400
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17478135
Plan net income in this plan year2024-07-17591382
Net assets as of the end of the plan year2024-07-173180551
Net assets as of the beginning of the plan year2024-07-172589169
Employer contributions to plan in this plan year2024-07-1723847
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-170

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