· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAUL L. SCHWARTZ, D.D.S., INC. — PAUL L. SCHWARTZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250325065521NAL0028487730001
PAUL L. SCHWARTZ, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
PAUL L. SCHWARTZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAUL L. SCHWARTZ, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
PAUL L. SCHWARTZ, D.D.S., INC.
EIN
68-0490726
Address
36388 DETROIT ROAD · AVON, OH · 44011
Phone
(440) 934-9090
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-03-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DR. CAMPBELL DDS INC.
DR. CAMPBELL DDS INC. 401K PROFIT SHARING PLAN
$1.8M · 46 participants
JAMES P. TASTO DDS
JAMES P. TASTO DDS PROFIT SHARING PLAN
$1.8M · 10 participants
HAMLIN DENTAL CENTER, INC.
HAMLIN DENTAL CENTER, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 7 participants
JONATHAN P SCHAACK DDS PLLC
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN
$1.8M · 13 participants
MILLS & SHANNON DMD PC
MILLS & SHANNON DMD PC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 12 participants
SOUTHERN SHORES DENTAL
SOUTHERN SHORES DENTAL 401(K) PLAN
$1.8M · 22 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
