How big is Bashara Schwartz, PLLC's plan?

Bashara Schwartz, PLLC's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20251014141622NAL0003133921001

Bashara Schwartz, PLLC

Name: Bashara Schwartz, PLLC — Bashara Schwartz, PLLC Cash, Form 5500 (2024)
Creator: Bashara Schwartz, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bashara Schwartz, PLLC Cash Balance Plan

Defined-benefit pension plan · Bashara Schwartz, PLLC's Bashara Schwartz, PLLC Cash Balance Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Bashara Schwartz, PLLC's EIN is 86-1275370.

EIN 86-1275370

Plan number 002

Plan year 2024

ACK ID 20251014141622NAL0003133921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bashara Schwartz, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bashara Schwartz, PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score