How big is Sommers Schwartz, P.C.'s plan?

Sommers Schwartz, P.C.'s plan reported $26.7M in assets and 57 participants for 2024.

Original filing (PDF)20250725085636NAL0005592129001

Sommers Schwartz, P.C.

Name: Sommers Schwartz, P.C. — Sommers Schwartz P.C. Cash, Form 5500 (2024)
Creator: Sommers Schwartz, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sommers Schwartz P.C. Cash or Deferred Profit Sharing Plan

401(k) retirement plan · Sommers Schwartz, P.C.'s Sommers Schwartz P.C. Cash or Deferred Profit Sharing Plan held $26.7M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

Plan identifiers

Sommers Schwartz, P.C.'s EIN is 38-2004268.

EIN 38-2004268

Plan number 002

Plan year 2024

ACK ID 20250725085636NAL0005592129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sommers Schwartz, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sommers Schwartz, P.C.'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 SOMMERS SCHWARTZ, P.C..

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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