How big is William J. Schwarz, P.T., P.C.'s plan?

William J. Schwarz, P.T., P.C.'s plan reported $2.5M in assets and 40 participants for 2024.

Original filing (PDF)20251013085541NAL0000415907001

William J. Schwarz, P.T., P.C.

Name: William J. Schwarz, P.T., P.C. — William J. Schwarz, Form 5500 (2024)
Creator: William J. Schwarz, P.T., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J. Schwarz, P.T., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · William J. Schwarz, P.T., P.C.'s William J. Schwarz, P.T., P.C. 401(k) Profit Sharing Plan held $2.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

William J. Schwarz, P.T., P.C.'s EIN is 11-3493008.

EIN 11-3493008

Plan number 002

Plan year 2024

ACK ID 20251013085541NAL0000415907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J. Schwarz, P.T., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J. Schwarz, P.T., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM J. SCHWARZ, P.T., P.C..

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off