P 401(k) Plan Report

Stable plan record

STEVEN SCHWARTZ, D.D.S. INCENTIVE SAVINGS TRUST

Sponsored by STEVEN SCHWARTZ, D.D.S. · EIN/PN 133955936-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,958
Administrative cost per participant
2025
$774
Active participants
2025
7
Total plan assets
2025
$848,072
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504111558NAL00030838750017$1,958
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.