How big is Joseph T. Schumer, DDS, LLC's plan?

Joseph T. Schumer, DDS, LLC's plan reported $1.2M in assets and 15 participants for 2023.

Original filing (PDF)20240815142919NAL0013184129001

Joseph T. Schumer, DDS, LLC

Name: Joseph T. Schumer, DDS, LLC — Smile ZONE Retirement, Form 5500 (2023)
Creator: Joseph T. Schumer, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smile ZONE Retirement Plan & Trust

401(k) retirement plan · Joseph T. Schumer, DDS, LLC's Smile ZONE Retirement Plan & Trust held $1.2M in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Joseph T. Schumer, DDS, LLC's EIN is 46-4727310.

EIN 46-4727310

Plan number 001

Plan year 2023

ACK ID 20240815142919NAL0013184129001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joseph T. Schumer, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joseph T. Schumer, DDS, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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