Original filing (PDF)20250915214526NAL0000884387001

JOEL SCHWITZER D.M.D., P.C.

Name: JOEL SCHWITZER D.M.D., P.C. — JOEL SCHWITZER DMD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOEL SCHWITZER D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

JOEL SCHWITZER DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL SCHWITZER D.M.D., P.C..

Plan sponsor

Name

JOEL SCHWITZER D.M.D., P.C.

EIN

20-0514283

Address

8639 WOODHAVEN BOULEVARD · WOODHAVEN, NY · 11421

Phone

(718) 845-7772

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

2025-09-15

Pension benefit codes

2E · Profit-sharing

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

ROSS A. FRASER, DDS, PC

ROSS A. FRASER, DDS, PC 401(K) PLAN

$760K · 8 participants

HEARTLAND PERIODONTICS PA

HEARTLAND PERIODONTICS PA 401K PLAN

$760K · 10 participants

JAMES D. WORLEY, D.D.S, INC.

JAMES D. WORLEY, D.D.S., INC. 401(K) PLAN

$760K · 5 participants

HALF MOON ORAL SURGERY THOMAS A. SARNA DDS PLLC DBA

HALF MOON 401(K)

$760K · 25 participants

TRACEY H JOSEPH DDS PLLC

TRACEY H JOSEPH DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST