Original filing (PDF)20250510165845NAL0033933970001

STEVE SCHUMM, DDS

Name: STEVE SCHUMM, DDS — STEVE SCHUMM, DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVE SCHUMM, DDS

Form 5500-SF

FILING_RECEIVED

STEVE SCHUMM, DDS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE SCHUMM, DDS.

Plan sponsor

Name

STEVE SCHUMM, DDS

EIN

95-3168499all filings

Address

8451 DALLAS CIR · HUNTINGTON BEACH, CA · 926463806

Phone

(714) 317-4040

Industry