Retirement plan

DONALD HARTMAN CPA PC 401(K) PLAN

Name: DONALD HARTMAN CPA PC - DONALD HARTMAN CPA PC 401(K) PLAN (2023) Form 5500
Creator: DONALD HARTMAN CPA PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD HARTMAN CPA PC 401(K) PLAN, DONALD HARTMAN CPA PC

DONALD HARTMAN CPA PCdba DONALD HARTMAN CPA PCEIN 86-0976604Plan #001PY 2023

7229 N THORNYDALE RD STE 117 - TUCSON, AZ 857412086520-579-2156

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$224K

+38.1% from 2022

Total participants

0.0% from 2022

Average account balance

$56,043

+38.1% from 2022

Annual return

24.81%

+48.88 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$226K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15963

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 codes2G2J2R

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$440

$110 / participant

Other / not subdivided$440100.0%

% of EOY assets

0.196%

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

$56,043

$148,623-62.3%

$135,974-58.8%

$139,466-59.8%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

24.81%

79.30%-54.5pp

68.30%-43.5pp

373.66%-348.9pp

Employer contribution / active EE

$1,331

$5,246-74.6%

$4,859-72.6%

$4,754-72.0%

Participant deferral / active EE

$4,080

$8,103-49.6%

$7,760-47.4%

$6,712-39.2%

Admin fee / account holder

$110

$12,406-99.1%

$10,767-99.0%

$11,409-99.0%

DONALD HARTMAN CPA PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD HARTMAN CPA PC 401(K) 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