How big is Kurt P. Schwartz, D.M.D.'s plan?

Kurt P. Schwartz, D.M.D.'s plan reported $3.4M in assets and 8 participants for 2024.

Original filing (PDF)20250929125013NAL0010887329001

Kurt P. Schwartz, D.M.D.

Name: Kurt P. Schwartz, D.M.D. — Kurt P. Schwartz, D.M.D., Form 5500 (2024)
Creator: Kurt P. Schwartz, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kurt P. Schwartz, D.M.D. Profit Sharing 401(k) Plan

401(k) retirement plan · Kurt P. Schwartz, D.M.D.'s Kurt P. Schwartz, D.M.D. Profit Sharing 401(k) Plan held $3.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Kurt P. Schwartz, D.M.D. signed Kurt P. Schwartz, D.M.D.'s 2024 Form 5500 as plan administrator.

Kurt P. Schwartz, D.M.D. — 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

Kurt P. Schwartz, D.M.D.'s EIN is 68-0345339.

EIN 68-0345339

Plan number 001

Plan year 2024

ACK ID 20250929125013NAL0010887329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kurt P. Schwartz, D.M.D.'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 KURT P. SCHWARTZ, D.M.D..

Finding similar companies…

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