How big is James T. Schultz, D.D.S., P.L.C.'s plan?

James T. Schultz, D.D.S., P.L.C.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250331080559NAL0003169523001

James T. Schultz, D.D.S., P.L.C.

Name: James T. Schultz, D.D.S., P.L.C. — James T. Schultz, Form 5500 (2024)
Creator: James T. Schultz, D.D.S., P.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James T. Schultz, D.D.S., P.L.C. Profit Sharing Plan

Defined-contribution retirement plan · James T. Schultz, D.D.S., P.L.C.'s James T. Schultz, D.D.S., P.L.C. Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

James T. Schultz, D.D.S., P.L.C.'s EIN is 30-0126776.

EIN 30-0126776

Plan number 002

Plan year 2024

ACK ID 20250331080559NAL0003169523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James T. Schultz, D.D.S., P.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James T. Schultz, D.D.S., P.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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