How big is ADAM D. Schwartz, DDS PC's plan?

ADAM D. Schwartz, DDS PC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20251008161256NAL0009760576001

ADAM D. Schwartz, DDS PC

Name: ADAM D. Schwartz, DDS PC — ADAM D. Schwartz, DDS PC, Form 5500 (2024)
Creator: ADAM D. Schwartz, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM D. Schwartz, DDS PC Cash Balance Plan

Defined-benefit pension plan · ADAM D. Schwartz, DDS PC's ADAM D. Schwartz, DDS PC Cash Balance Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

ADAM Schwartz signed ADAM D. Schwartz, DDS PC's 2024 Form 5500 as plan administrator.

ADAM Schwartz — 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

ADAM D. Schwartz, DDS PC's EIN is 52-1199774.

EIN 52-1199774

Plan number 003

Plan year 2024

ACK ID 20251008161256NAL0009760576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADAM D. Schwartz, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADAM D. Schwartz, DDS PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAM D. SCHWARTZ, DDS PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score