Original filing (PDF)20251014162843NAL0006863746001

J SCHWARTZ MD PLLC

Name: J SCHWARTZ MD PLLC — J SCHWARTZ MD 401(K) PLAN, Form 5500 (2024)
Creator: J SCHWARTZ MD PLLC

Form 5500-SF

FILING_RECEIVED

J SCHWARTZ MD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

J SCHWARTZ MD PLLC

EIN

47-1099778all filings

Address

137 HOOSICK STREET · TROY, NY · 12180

Phone

(518) 698-7466

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ST. MARYS HEALTH CLINICS

ST. MARY'S HEALTH CLINICS 403(B) PLAN

$376K · 32 participants

GABRIEL TENEMBAUM, M.D. P.C.

GABRIEL TENEMBAUM, M.D. P.C. DEFINED BENEFIT PENSION PLAN

$376K · 2 participants

MCBRIDE CLINIC, INC.

MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

$376K · 668 participants

WEEKENDS PLUS URGENT CARE LLC

WEEKENDS PLUS URGENT CARE 401(K) PLAN

$376K · 23 participants

SUJATA S. BALULAD, MD, PA

SUJATA S. BALULAD, MD, PA 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.