Civic Intelligence

Dr. Sharon Lamm-Hartman Inc.

Plan context: Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan

EIN 27-5014132 • Cave Creek, AZ • 22 filings • 2 plans

P.O. Box 7854Cave Creek, AZ 85327
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,790,008

2024 Contributions

$96,863

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,790,008$1,395,004$0201420192024YearValue
$2,790,008Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840201420192024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202426$2,790,008$96,863$16,144iApproximate average salary by contribution assumption: employee only about $403,596 at 4% or $269,064 at 6%; with 50% employer match about $269,064 at 4% or $179,376 at 6%; with 100% employer match about $201,798 at 4% or $134,532 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-4$1,659,338$20,461$5,115iApproximate average salary by contribution assumption: employee only about $127,881 at 4% or $85,254 at 6%; with 50% employer match about $85,254 at 4% or $56,836 at 6%; with 100% employer match about $63,941 at 4% or $42,627 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-6$1,130,670$76,402$12,734iApproximate average salary by contribution assumption: employee only about $318,342 at 4% or $212,228 at 6%; with 50% employer match about $212,228 at 4% or $141,485 at 6%; with 100% employer match about $159,171 at 4% or $106,114 at 6%.
202325$2,525,657$151,398$30,280iApproximate average salary by contribution assumption: employee only about $756,990 at 4% or $504,660 at 6%; with 50% employer match about $504,660 at 4% or $336,440 at 6%; with 100% employer match about $378,495 at 4% or $252,330 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-5$1,525,806$58,720$11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-5$999,851$92,678$18,536iApproximate average salary by contribution assumption: employee only about $463,390 at 4% or $308,927 at 6%; with 50% employer match about $308,927 at 4% or $205,951 at 6%; with 100% employer match about $231,695 at 4% or $154,463 at 6%.
202228$2,266,092$169,699$21,212iApproximate average salary by contribution assumption: employee only about $530,309 at 4% or $353,540 at 6%; with 50% employer match about $353,540 at 4% or $235,693 at 6%; with 100% employer match about $265,155 at 4% or $176,770 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-3$1,369,326$24,705$8,235iApproximate average salary by contribution assumption: employee only about $205,875 at 4% or $137,250 at 6%; with 50% employer match about $137,250 at 4% or $91,500 at 6%; with 100% employer match about $102,938 at 4% or $68,625 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-8$896,766$144,994$18,124iApproximate average salary by contribution assumption: employee only about $453,106 at 4% or $302,071 at 6%; with 50% employer match about $302,071 at 4% or $201,381 at 6%; with 100% employer match about $226,553 at 4% or $151,035 at 6%.
202127$2,697,528$151,872$21,696iApproximate average salary by contribution assumption: employee only about $542,400 at 4% or $361,600 at 6%; with 50% employer match about $361,600 at 4% or $241,067 at 6%; with 100% employer match about $271,200 at 4% or $180,800 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-6$1,588,044$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-7$1,109,484$121,872$17,410iApproximate average salary by contribution assumption: employee only about $435,257 at 4% or $290,171 at 6%; with 50% employer match about $290,171 at 4% or $193,448 at 6%; with 100% employer match about $217,629 at 4% or $145,086 at 6%.
202026$2,358,482$289,827$48,305iApproximate average salary by contribution assumption: employee only about $1,207,613 at 4% or $805,075 at 6%; with 50% employer match about $805,075 at 4% or $536,717 at 6%; with 100% employer match about $603,806 at 4% or $402,538 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-6$1,468,342$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-6$890,140$119,827$19,971iApproximate average salary by contribution assumption: employee only about $499,279 at 4% or $332,853 at 6%; with 50% employer match about $332,853 at 4% or $221,902 at 6%; with 100% employer match about $249,640 at 4% or $166,426 at 6%.
201926$1,876,854$239,054$39,842iApproximate average salary by contribution assumption: employee only about $996,058 at 4% or $664,039 at 6%; with 50% employer match about $664,039 at 4% or $442,693 at 6%; with 100% employer match about $498,029 at 4% or $332,019 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-6$1,194,184$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-6$682,670$114,054$19,009iApproximate average salary by contribution assumption: employee only about $475,225 at 4% or $316,817 at 6%; with 50% employer match about $316,817 at 4% or $211,211 at 6%; with 100% employer match about $237,613 at 4% or $158,408 at 6%.
201827$1,383,246$427,406$61,058iApproximate average salary by contribution assumption: employee only about $1,526,450 at 4% or $1,017,633 at 6%; with 50% employer match about $1,017,633 at 4% or $678,422 at 6%; with 100% employer match about $763,225 at 4% or $508,817 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-4$915,849$109,898$27,475iApproximate average salary by contribution assumption: employee only about $686,863 at 4% or $457,908 at 6%; with 50% employer match about $457,908 at 4% or $305,272 at 6%; with 100% employer match about $343,431 at 4% or $228,954 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-7$467,397$317,508$45,358iApproximate average salary by contribution assumption: employee only about $1,133,957 at 4% or $755,971 at 6%; with 50% employer match about $755,971 at 4% or $503,981 at 6%; with 100% employer match about $566,979 at 4% or $377,986 at 6%.
201723$1,030,850$194,324$64,775iApproximate average salary by contribution assumption: employee only about $1,619,367 at 4% or $1,079,578 at 6%; with 50% employer match about $1,079,578 at 4% or $719,719 at 6%; with 100% employer match about $809,683 at 4% or $539,789 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-3$867,273$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-3$163,577$44,324$14,775iApproximate average salary by contribution assumption: employee only about $369,367 at 4% or $246,244 at 6%; with 50% employer match about $246,244 at 4% or $164,163 at 6%; with 100% employer match about $184,683 at 4% or $123,122 at 6%.
201621$774,825$325,593$325,593iApproximate average salary by contribution assumption: employee only about $8,139,825 at 4% or $5,426,550 at 6%; with 50% employer match about $5,426,550 at 4% or $3,617,700 at 6%; with 100% employer match about $4,069,913 at 4% or $2,713,275 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-1$673,488$286,644$286,644iApproximate average salary by contribution assumption: employee only about $7,166,100 at 4% or $4,777,400 at 6%; with 50% employer match about $4,777,400 at 4% or $3,184,933 at 6%; with 100% employer match about $3,583,050 at 4% or $2,388,700 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-1$101,337$38,949$38,949iApproximate average salary by contribution assumption: employee only about $973,725 at 4% or $649,150 at 6%; with 50% employer match about $649,150 at 4% or $432,767 at 6%; with 100% employer match about $486,863 at 4% or $324,575 at 6%.
201521$423,169$255,726$255,726iApproximate average salary by contribution assumption: employee only about $6,393,150 at 4% or $4,262,100 at 6%; with 50% employer match about $4,262,100 at 4% or $2,841,400 at 6%; with 100% employer match about $3,196,575 at 4% or $2,131,050 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-1$366,286$225,126$225,126iApproximate average salary by contribution assumption: employee only about $5,628,150 at 4% or $3,752,100 at 6%; with 50% employer match about $3,752,100 at 4% or $2,501,400 at 6%; with 100% employer match about $2,814,075 at 4% or $1,876,050 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-1$56,883$30,600$30,600iApproximate average salary by contribution assumption: employee only about $765,000 at 4% or $510,000 at 6%; with 50% employer match about $510,000 at 4% or $340,000 at 6%; with 100% employer match about $382,500 at 4% or $255,000 at 6%.
201423$168,984$168,984$56,328iApproximate average salary by contribution assumption: employee only about $1,408,200 at 4% or $938,800 at 6%; with 50% employer match about $938,800 at 4% or $625,867 at 6%; with 100% employer match about $704,100 at 4% or $469,400 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol Defined Benefit Plan-3$141,929$141,929$47,310iApproximate average salary by contribution assumption: employee only about $1,182,742 at 4% or $788,494 at 6%; with 50% employer match about $788,494 at 4% or $525,663 at 6%; with 100% employer match about $591,371 at 4% or $394,247 at 6%.
Dr. Sharon Lamm-Hartman Inc. - Iol 401(K) Plan-3$27,055$27,055$9,018iApproximate average salary by contribution assumption: employee only about $225,458 at 4% or $150,306 at 6%; with 50% employer match about $150,306 at 4% or $100,204 at 6%; with 100% employer match about $112,729 at 4% or $75,153 at 6%.