Original filing (PDF)20250630162231NAL0006679555001

ELLIS SHWARTS DENTAL PLLC

Name: ELLIS SHWARTS DENTAL PLLC — ELLIS SHWARTS DENTAL PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ELLIS SHWARTS DENTAL PLLC

Form 5500-SF

FILING_RECEIVED

ELLIS SHWARTS DENTAL PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIS SHWARTS DENTAL PLLC.

Plan sponsor

Name

ELLIS SHWARTS DENTAL PLLC

EIN

81-3951280all filings

Address

7522 CAMPBELL RD · #120 · DALLAS, TX · 75248

Phone

(972) 437-6035

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ODF - RETIREMENT TRUST FUND

ODF - RETIREMENT TRUST FUND PROFIT SHARING PLAN

$311K · 7 participants

THE DENTAL LOFT, P.A.

THE DENTAL LOFT 401(K) PLAN

$311K · 8 participants

BARTON I SOPER DDS MS PLLC

BARTON I SOPER DDS MS PLLC 401(K) PLAN

$311K · 28 participants

JAMES B LOVERING DDS PA

JAMES B LOVERING DDS 401(K) PLAN

$311K · 6 participants

ZAIDOON OWAIS DDS MS PDC

ZAIDOON OWAIS DDS 401(K) PLAN

$311K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.