Original filing (PDF)20240726123141NAL0010202387001

SHUMAN AND SCHWAB, D.M.D., P.C.

Name: SHUMAN AND SCHWAB, D.M.D., P.C. — SHUMAN AND SCHWAB, D.M.D., P.C., 401(K) PLAN, Form 5500 (2023)
Creator: SHUMAN AND SCHWAB, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

SHUMAN AND SCHWAB, D.M.D., P.C., 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 SHUMAN AND SCHWAB, D.M.D., P.C..

Plan sponsor

Name

SHUMAN AND SCHWAB, D.M.D., P.C.

EIN

23-1512482

Address

109 ANNA AVENUE · P.O. BOX 260 · BLANDON, PA · 19510

Phone

(610) 926-1233

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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