Retirement plan

HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN

Name: KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SC - HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN (2023) Form 5500
Creator: KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN, KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SC

KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SCEIN 39-1973117Plan #001PY 2023

280 E CENTENNIAL DR - OAK CREEK, WI 53154414-483-1820

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+20.6% from 2022

Total participants

0.0% from 2022

Average account balance

$167,825

+20.6% from 2022

Annual return

13.61%

+26.60 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$210K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$81

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2E2G2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$148 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.088%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,825

$175,231-4.2%

$149,696+12.1%

$139,466+20.3%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

13.61%

166.77%-153.2pp

134.46%-120.8pp

373.66%-360.1pp

Employer contribution / active EE

$3,575

$5,478-34.7%

$4,821-25.8%

$4,754-24.8%

Participant deferral / active EE

$6,227

$6,521-4.5%

$5,682+9.6%

$6,712-7.2%

Admin fee / account holder

$148

$16,155-99.1%

$13,212-98.9%

$11,409-98.7%

HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion