Original filing (PDF)20250317120733NAL0000897283001

GARY M. SCHWARZ, D.D.S., M.S.D., P.A.

Name: GARY M. SCHWARZ, D.D.S., M.S.D., P.A. — GARY M. SCHWARZ, D.D.S., M.S.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARY M. SCHWARZ, D.D.S., M.S.D., P.A.

Form 5500-SF

FILING_RECEIVED

GARY M. SCHWARZ, D.D.S., M.S.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARY M. SCHWARZ, D.D.S., M.S.D., P.A..

Plan sponsor

Name

GARY M. SCHWARZ, D.D.S., M.S.D., P.A.

EIN

20-0280987

Address

4109 NORTH 22ND STREET · MCALLEN, TX · 78504

Phone

(956) 687-7141

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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