How big is MARC&Michael R Schwartz PTR's plan?

MARC&Michael R Schwartz PTR's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250625160902NAL0019711266001

MARC&Michael R Schwartz PTR

Name: MARC&Michael R Schwartz PTR — Schwartz&Schwartzpsppt, Form 5500 (2024)
Creator: MARC&Michael R Schwartz PTR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz&Schwartzpspptqrp

Defined-contribution retirement plan · MARC&Michael R Schwartz PTR's Schwartz&Schwartzpspptqrp held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Michael Schwartz signed MARC&Michael R Schwartz PTR's 2024 Form 5500 as plan administrator.

Michael Schwartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MARC&Michael R Schwartz PTR's EIN is 23-2017003.

EIN 23-2017003

Plan number 001

Plan year 2024

ACK ID 20250625160902NAL0019711266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MARC&Michael R Schwartz PTR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MARC&Michael R Schwartz PTR's 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&MICHAEL R SCHWARTZ PTR.

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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