How big is Jerrold Schwartz, M.D., L.L.C.'s plan?

Jerrold Schwartz, M.D., L.L.C.'s plan reported $568K in assets and 1 participants for 2024.

Original filing (PDF)20251013103950NAL0000499683001

Jerrold Schwartz, M.D., L.L.C.

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

Form 5500-SF

FILING_RECEIVED

Jerrold Schwartz, M.D., L.L.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Jerrold Schwartz, M.D., L.L.C.'s Jerrold Schwartz, M.D., L.L.C. 401(k) Profit Sharing Plan held $568K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

People on this filing

Jerrold Schwartz signed Jerrold Schwartz, M.D., L.L.C.'s 2024 Form 5500 as plan administrator.

Jerrold 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

Jerrold Schwartz, M.D., L.L.C.'s EIN is 76-0751032.

EIN 76-0751032

Plan number 001

Plan year 2024

ACK ID 20251013103950NAL0000499683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jerrold Schwartz, M.D., L.L.C.'s plan includes profit-sharing, a 401(k) feature, life insurance.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JERROLD SCHWARTZ, M.D., L.L.C.

EIN

all filings

Address

17 MEADOWBROOK LANE · MONSEY, NY · 10952

Phone

(201) 525-1222

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator