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 — MARC L. SCHWARTZ, M.D., STEVEN W. BREECKER, M.D. ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARC L. SCHWARTZ M.D., STEVEN W. BREECKER, M.D. ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MARC L. SCHWARTZ, M.D., STEVEN W. BREECKER, M.D. ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 MARC L. SCHWARTZ M.D., STEVEN W. BREECKER, M.D. ASSOCIATES.

Plan sponsor

Name

MARC L. SCHWARTZ M.D., STEVEN W. BREECKER, M.D. ASSOCIATES

EIN

23-1855332

Address

1015 CHESTNUT STREET, SUITE 1518 · PHILADELPHIA, PA · 191074315

Phone

(215) 955-7592

Industry

Offices of Physicians· 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

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

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 Physicians plans

DR. NIKHIL DAVE'

DR. NIKHIL DAVE' 401(K) PROFIT SHARING PLAN AND TRUST

$2.9M · 4 participants

BELLEVUE MEDICAL PARTNERS, PLLC

BELLEVUE MEDICAL PARTNERS,PLLC PSP

$2.9M · 9 participants

ZENAIDA IGNACIO-CRUZ, MD, FAAP, PLLC

ZENAIDA I. CRUZ, M.D. PROFIT SHARING PLAN

$2.9M · 2 participants

V.S. RAO MORISETTY, M.D.

MIDWEST OB-GYN 401(K) PLAN

$2.9M · 6 participants

CONCORD PLASTIC SURGERY, INC.

CONCORD PLASTIC SURGERY, INC. 401(K) PROFIT SHARING PLAN