How big is Gregory Swartz DDS, PLLC's plan?

Gregory Swartz DDS, PLLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250730115259NAL0006557856001

Gregory Swartz DDS, PLLC

Name: Gregory Swartz DDS, PLLC — Gregory Swartz DDS, PLLC, Form 5500 (2024)
Creator: Gregory Swartz DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory Swartz DDS, PLLC Profit Sharing Plan

Defined-contribution retirement plan · Gregory Swartz DDS, PLLC's Gregory Swartz DDS, PLLC Profit Sharing Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Gregory T. Swartz, D.D.S. signed Gregory Swartz DDS, PLLC's 2024 Form 5500 as plan administrator.

Gregory T. Swartz, D.D.S. — 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

Gregory Swartz DDS, PLLC's EIN is 46-4903318.

EIN 46-4903318

Plan number 001

Plan year 2024

ACK ID 20250730115259NAL0006557856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory Swartz DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory Swartz DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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