How big is Joseph Schwartz, DDS, Ltd.'s plan?

Joseph Schwartz, DDS, Ltd.'s plan reported $119K in assets and 4 participants for 2024.

Original filing (PDF)20250624095006NAL0004166659001

Joseph Schwartz, DDS, Ltd.

Name: Joseph Schwartz, DDS, Ltd. — Joseph Schwartz DDS PC, Form 5500 (2024)
Creator: Joseph Schwartz, DDS, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Schwartz DDS PC Profit Sharing Plan

401(k) retirement plan · Joseph Schwartz, DDS, Ltd.'s Joseph Schwartz DDS PC Profit Sharing Plan held $119K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Joseph Schwartz signed Joseph Schwartz, DDS, Ltd.'s 2024 Form 5500 as plan administrator.

Joseph 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

Joseph Schwartz, DDS, Ltd.'s EIN is 36-4405222.

EIN 36-4405222

Plan number 002

Plan year 2024

ACK ID 20250624095006NAL0004166659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Schwartz, DDS, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Schwartz, DDS, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH SCHWARTZ, DDS, LTD.

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