Original filing (PDF)20250929125013NAL0010887329001

KURT P. SCHWARTZ, D.M.D.

Name: KURT P. SCHWARTZ, D.M.D. — KURT P. SCHWARTZ, D.M.D. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: KURT P. SCHWARTZ, D.M.D.

Form 5500-SF

FILING_RECEIVED

KURT P. SCHWARTZ, D.M.D. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURT P. SCHWARTZ, D.M.D..

Plan sponsor

Name

KURT P. SCHWARTZ, D.M.D.

EIN

68-0345339

Address

3801 ALHAMBRA AVE. · MARTINEZ, CA · 945533805

Phone

(925) 372-6969

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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