How big is Steven Sawelson, M.D., a SOLE Proprietor's plan?

Steven Sawelson, M.D., a SOLE Proprietor's plan reported $538K in assets and 2 participants for 2024.

Original filing (PDF)20251015191254NAL0007139168001

Steven Sawelson, M.D., a SOLE Proprietor

Name: Steven Sawelson, M.D., a SOLE Proprietor — Form 5500 Plan 001 (2024)
Creator: Steven Sawelson, M.D., a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Sawelson M.D., ASP Cash Balance Pension Plan

Defined-benefit pension plan · Steven Sawelson, M.D., a SOLE Proprietor's Steven Sawelson M.D., ASP Cash Balance Pension Plan held $538K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

Plan identifiers

Steven Sawelson, M.D., a SOLE Proprietor's EIN is 03-0542045.

EIN 03-0542045

Plan number 001

Plan year 2024

ACK ID 20251015191254NAL0007139168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven Sawelson, M.D., a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Sawelson, M.D., a SOLE Proprietor's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN SAWELSON, M.D., A SOLE PROPRIETOR.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score