How big is Dr. Michael J. Schwartz's plan?

Dr. Michael J. Schwartz's plan reported $904K in assets and 5 participants for 2024.

Original filing (PDF)20250729064431NAL0005202818001

Dr. Michael J. Schwartz

Name: Dr. Michael J. Schwartz — Dr. Michael J. Schwartz, Form 5500 (2024)
Creator: Dr. Michael J. Schwartz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Michael J. Schwartz 401(k) Profit Sharing Plan

401(k) retirement plan · Dr. Michael J. Schwartz's Dr. Michael J. Schwartz 401(k) Profit Sharing Plan held $904K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

Michael Schwartz signed Dr. Michael J. Schwartz's 2024 Form 5500 as plan administrator.

Michael Schwartz — 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

Dr. Michael J. Schwartz's EIN is 14-1495804.

EIN 14-1495804

Plan number 001

Plan year 2024

ACK ID 20250729064431NAL0005202818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Michael J. Schwartz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Michael J. Schwartz'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 DR. MICHAEL J. SCHWARTZ.

Finding similar companies…

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DR. MICHAEL J. SCHWARTZ

EIN

all filings

Address

2 SUMMIT COURT · FISHKILL, NY · 12524

Phone

(845) 896-8440

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator