How big is Jerry Schwartz, M.D.'s plan?

Jerry Schwartz, M.D.'s plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20251020204913NAL0000958976001

Jerry Schwartz, M.D.

Name: Jerry Schwartz, M.D. — Jerry Schwartz, M.D. 401(k), Form 5500 (2024)
Creator: Jerry Schwartz, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry Schwartz, M.D. 401(k) Plan

401(k) retirement plan · Jerry Schwartz, M.D.'s Jerry Schwartz, M.D. 401(k) Plan held $2.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Jerry Schwartz, M.D.'s EIN is 90-0051148.

EIN 90-0051148

Plan number 001

Plan year 2024

ACK ID 20251020204913NAL0000958976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jerry Schwartz, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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