Original filing (PDF)20250905100802NAL0028832832001

STEVEN SCHWARTZ, D.D.S.

Name: STEVEN SCHWARTZ, D.D.S. — STEVEN SCHWARTZ, D.D.S. INCENTIVE SAVINGS TRUST, Form 5500 (2024)
Creator: STEVEN SCHWARTZ, D.D.S.

Form 5500-SF

FILING_RECEIVED

STEVEN SCHWARTZ, D.D.S. INCENTIVE SAVINGS TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN SCHWARTZ, D.D.S..

Plan sponsor

Name

STEVEN SCHWARTZ, D.D.S.

EIN

13-3955936all filings

Address

359 MAIN STREET · MOUNT KISCO, NY · 10549

Phone

(914) 666-5666

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JODY L. WRIGHT, D.D.S., INC.

JODY L. WRIGHT, D.D.S., INC. DEFINED BENEFIT PLAN

$676K · 7 participants

BOUTROS DENTAL CORPORATION

BOUTROS DENTAL CARE DC PLAN & TRUST

$676K · 3 participants

DAVID P. LAWLER, D.D.S.

DAVID P. LAWLER, D.D.S. 401(K) PROFIT SHARING PLAN

$676K · 2 participants

SALVATORE LASPISA, DMD, PA

SALAVATORE LASPISA, DMD, PA 401(K) PLAN

$676K · 3 participants

WILLIAM G. HARPER, D.D.S., P.C.

WILLIAM G. HARPER, D.D.S., P.C. 401(K) RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.