Original filing (PDF)20250711090851NAL0004116467001

MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates

Name: MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates — Form 5500 Plan 001 (2024)
Creator: MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MARC L. Schwartz, M.D., Steven W. Breecker, M.D. Associates Profit Sharing Plan

Defined-contribution retirement plan · MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates' MARC L. Schwartz, M.D., Steven W. Breecker, M.D. Associates Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates' EIN is 23-1855332.

EIN 23-1855332

Plan number 001

Plan year 2024

ACK ID 20250711090851NAL0004116467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MARC L. Schwartz M.D., Steven W. Breecker, M.D. Associates' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARC L. SCHWARTZ M.D., STEVEN W. BREECKER, M.D. ASSOCIATES.

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