How big is LISA M. Hartman, Physician Assistant, PLLC's plan?

LISA M. Hartman, Physician Assistant, PLLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250911123534NAL0001232290001

LISA M. Hartman, Physician Assistant, PLLC

Name: LISA M. Hartman, Physician Assistant, PLLC — Form 5500 Plan 001 (2024)
Creator: LISA M. Hartman, Physician Assistant, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA M Hartman, Physician Assistant, PLLC 401(k) Plan

401(k) retirement plan · LISA M. Hartman, Physician Assistant, PLLC's LISA M Hartman, Physician Assistant, PLLC 401(k) Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

LISA Forget Chevalier signed LISA M. Hartman, Physician Assistant, PLLC's 2024 Form 5500 as plan administrator.

LISA Forget Chevalier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA M. Hartman, Physician Assistant, PLLC's EIN is 47-3653155.

EIN 47-3653155

Plan number 001

Plan year 2024

ACK ID 20250911123534NAL0001232290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA M. Hartman, Physician Assistant, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA M. Hartman, Physician Assistant, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA M. HARTMAN, PHYSICIAN ASSISTANT, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LISA M. HARTMAN, PHYSICIAN ASSISTANT, PLLC

EIN

all filings

Address

360 FIRST AVENUE · APARTMENT 6G · NEW YORK, NY · 10010

Phone

(212) 575-1457

Industry

Health Care & Social Assistance

Plan administrator