Original filing (PDF)20250611102945NAL0025843584001

GERALD W SCHWARTZ

Name: GERALD W SCHWARTZ — GERALD W SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GERALD W SCHWARTZ

Form 5500-SF

FILING_RECEIVED

GERALD W SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$791K

Net assets (EOY)

$791K

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 GERALD W SCHWARTZ.

Plan sponsor

Name

GERALD W SCHWARTZ

EIN

26-1527024

Address

—

Phone

(416) 874-1212

Industry

Other Services (ex. Public Admin)see 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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

TITAN TUBE FABRICATORS, INC.

TITAN TUBE FABRICATORS INC 401(K) PROFIT SHARING PLAN

$791K · 40 participants

TOM COOK CONSTRUCTION, INC.

TOM COOK CONSTRUCTION, INC. 401(K) PLAN

$790K · 3 participants

THOMAS M. HAMM & COMPANY, INC.

THOMAS M. HAMM & COMPANY, INC. DEFINED BENEFIT PENSION PLAN

$790K · 1 participants

RESOLUTION THINK LLC

RESOLUTION THINK LLC 401(K) PROFIT SHARING PLAN & TRUST

$791K · 128 participants

VIP PHYSICAL THERAPY, INC.