Swain Dental, P.A. Profit Sharing Plan — Form 5500 plan (Swain Dental, P.A.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Swain Dental, P.A. Profit Sharing Plan is a benefit plan reported by Swain Dental, P.A. under EIN 22-1940207 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $3,509,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swain Dental, P.A.
- EIN
- 22-1940207
- Plan number
- 002
- Plan type
- 2
- Location
- Whiting, NJ
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,509,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240724103922NAL0012500481001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,509,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,509,092
- Net assets (BOY)
- $2,973,345
Income & contributions
- Employer contributions
- $43,808
- Participant contributions
- $66,440
- Total income / additions
- $579,918
Expenses & distributions
- Benefits paid
- $28,568
- Administrative expenses
- $15,603
- Total expenses
- $44,171
- Net increase / (decrease)
- $535,747
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.