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SUSAN SCHWARTZ, D.O., P.C. — SUSAN SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230928130043NAL0016887632001
SUSAN SCHWARTZ, D.O., P.C.
Form 5500-SF
FILING_RECEIVED
SUSAN SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUSAN SCHWARTZ, D.O., P.C.
.
Find decision makers
Plan sponsor
Name
SUSAN SCHWARTZ, D.O., P.C.
EIN
20-8718031
Address
8985 SOUTH PECOS ROAD, SUITE 3B · HENDERSON, NV · 89074
Phone
(702) 647-2900
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
ROBERT ALBEE, APA, PASC
EIN
81-5367462
City
MISSOULA, MT
Phone
(406) 370-4854
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
WILMORE PREMIER HEALTH GROUP 401(K) PLAN
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