How big is Jessie Schwarz, DMD & Ellen Stone, DMD, APC's plan?

Jessie Schwarz, DMD & Ellen Stone, DMD, APC's plan reported $2.7M in assets and 27 participants for 2024.

Original filing (PDF)20251002154216NAL0001580290001

Jessie Schwarz, DMD & Ellen Stone, DMD, APC

Name: Jessie Schwarz, DMD & Ellen Stone, DMD, APC — Form 5500 Plan 001 (2024)
Creator: Jessie Schwarz, DMD & Ellen Stone, DMD, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Monica Dentistry for Children 401(k) Plan

401(k) retirement plan · Jessie Schwarz, DMD & Ellen Stone, DMD, APC's Santa Monica Dentistry for Children 401(k) Plan held $2.7M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Jessie Schwarz, DMD & Ellen Stone, DMD, APC's EIN is 46-0934764.

EIN 46-0934764

Plan number 001

Plan year 2024

ACK ID 20251002154216NAL0001580290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jessie Schwarz, DMD & Ellen Stone, DMD, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jessie Schwarz, DMD & Ellen Stone, DMD, APC'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 JESSIE SCHWARZ, DMD & ELLEN STONE, DMD, APC.

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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