Original filing (PDF)20241003091324NAL0009670881001

ROBERT J. SCHWARTZ, MD, PA

Name: ROBERT J. SCHWARTZ, MD, PA — ROBERT J. SCHWARTZ, MD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT J. SCHWARTZ, MD, PA

Form 5500-SF

FILING_RECEIVED

ROBERT J. SCHWARTZ, MD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ROBERT J. SCHWARTZ, MD, PA.

Plan sponsor

Name

ROBERT J. SCHWARTZ, MD, PA

EIN

75-2753759

Address

7859 WALNUT HILL LANE · STE. 330 · DALLAS, TX · 75230

Phone

(972) 498-4385

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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