How big is James M. Swartz, PT's plan?

James M. Swartz, PT's plan reported $12K in assets and 2 participants for 2024.

Original filing (PDF)20250723144602NAL0010759234001

James M. Swartz, PT

Name: James M. Swartz, PT — James M. Swartz, PT Profit, Form 5500 (2024)
Creator: James M. Swartz, PT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Swartz, PT Profit Sharing Plan

Defined-contribution retirement plan · James M. Swartz, PT's James M. Swartz, PT Profit Sharing Plan held $12K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

James M Swartz signed James M. Swartz, PT's 2024 Form 5500 as plan administrator.

James M Swartz — 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

James M. Swartz, PT's EIN is 16-1225331.

EIN 16-1225331

Plan number 001

Plan year 2024

ACK ID 20250723144602NAL0010759234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James M. Swartz, PT from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James M. Swartz, PT's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES M. SWARTZ, PT.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JAMES M. SWARTZ, PT

EIN

all filings

Address

6060 W LAKE RD · SUITE 200 · AUBURN, NY · 130215647

Phone

(315) 730-4208

Industry

Health Care & Social Assistance

Plan administrator