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ERIC P. SWINSON, DMD, PC 401(K) PLAN 401k Plan overview

Plan NameERIC P. SWINSON, DMD, PC 401(K) PLAN
Plan identification number 001

ERIC P. SWINSON, DMD, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ERIC P SWINSON DMD PC has sponsored the creation of one or more 401k plans.

Company Name:ERIC P SWINSON DMD PC
Employer identification number (EIN):263709403
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ERIC P SWINSON DMD PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1398415

More information about ERIC P SWINSON DMD PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC P. SWINSON, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ERIC SWINSON2021-05-10
0012020-01-01ERIC SWINSON2021-05-10
0012019-01-01ERIC SWINSON2020-06-11
0012018-01-01ERIC SWINSON2019-06-24
0012017-01-01ERIC SWINSON2018-06-26
0012016-01-01ERIC SWINSON2017-06-23
0012015-01-01LISA E. ALLEN
0012014-01-01LISA E. ALLEN
0012013-01-01LISA E. ALLEN
0012012-01-01LISA E. ALLEN
0012011-01-01LISA E ALLEN
0012009-01-01LISA E ALLEN

Plan Statistics for ERIC P. SWINSON, DMD, PC 401(K) PLAN

401k plan membership statisitcs for ERIC P. SWINSON, DMD, PC 401(K) PLAN

Measure Date Value
2015: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
2014: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
2013: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
2012: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-0110
2011: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2009: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Total of all active and inactive participants2009-01-0112
Total participants2009-01-0112

Financial Data on ERIC P. SWINSON, DMD, PC 401(K) PLAN

Measure Date Value
2015 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$59,384
Total plan assets at end of year2015-12-31$519,447
Total plan assets at beginning of year2015-12-31$460,063
Value of fidelity bond covering the plan2015-12-31$53,000
Total contributions received or receivable from participants2015-12-31$42,866
Other income received2015-12-31$-7,578
Net income (gross income less expenses)2015-12-31$59,384
Net plan assets at end of year (total assets less liabilities)2015-12-31$519,447
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$460,063
Total contributions received or receivable from employer(s)2015-12-31$24,096
2014 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$111,082
Expenses. Total of all expenses incurred2014-12-31$44,915
Benefits paid (including direct rollovers)2014-12-31$44,770
Total plan assets at end of year2014-12-31$460,063
Total plan assets at beginning of year2014-12-31$393,896
Value of fidelity bond covering the plan2014-12-31$49,000
Total contributions received or receivable from participants2014-12-31$41,080
Expenses. Other expenses not covered elsewhere2014-12-31$145
Contributions received from other sources (not participants or employers)2014-12-31$6,742
Other income received2014-12-31$41,359
Net income (gross income less expenses)2014-12-31$66,167
Net plan assets at end of year (total assets less liabilities)2014-12-31$460,063
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$393,896
Total contributions received or receivable from employer(s)2014-12-31$21,901
2013 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$94,743
Expenses. Total of all expenses incurred2013-12-31$117
Benefits paid (including direct rollovers)2013-12-31$52
Total plan assets at end of year2013-12-31$393,896
Total plan assets at beginning of year2013-12-31$299,270
Value of fidelity bond covering the plan2013-12-31$36,000
Total contributions received or receivable from participants2013-12-31$42,331
Expenses. Other expenses not covered elsewhere2013-12-31$65
Other income received2013-12-31$29,303
Net income (gross income less expenses)2013-12-31$94,626
Net plan assets at end of year (total assets less liabilities)2013-12-31$393,896
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$299,270
Total contributions received or receivable from employer(s)2013-12-31$23,109
2012 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-43,486
Total income from all sources2012-12-31$101,683
Expenses. Total of all expenses incurred2012-12-31$190
Total plan assets at end of year2012-12-31$299,270
Total plan assets at beginning of year2012-12-31$241,263
Value of fidelity bond covering the plan2012-12-31$33,000
Total contributions received or receivable from participants2012-12-31$50,417
Expenses. Other expenses not covered elsewhere2012-12-31$190
Other income received2012-12-31$27,303
Net income (gross income less expenses)2012-12-31$101,493
Net plan assets at end of year (total assets less liabilities)2012-12-31$299,270
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$241,263
Total contributions received or receivable from employer(s)2012-12-31$23,963
2011 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$124
Total income from all sources2011-12-31$90,680
Expenses. Total of all expenses incurred2011-12-31$9,013
Benefits paid (including direct rollovers)2011-12-31$8,933
Total plan assets at end of year2011-12-31$241,263
Total plan assets at beginning of year2011-12-31$159,472
Value of fidelity bond covering the plan2011-12-31$33,000
Total contributions received or receivable from participants2011-12-31$50,814
Expenses. Other expenses not covered elsewhere2011-12-31$80
Other income received2011-12-31$13,213
Net income (gross income less expenses)2011-12-31$81,667
Net plan assets at end of year (total assets less liabilities)2011-12-31$241,263
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$159,472
Total contributions received or receivable from employer(s)2011-12-31$26,653
2010 : ERIC P. SWINSON, DMD, PC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$88,128
Expenses. Total of all expenses incurred2010-12-31$2,074
Benefits paid (including direct rollovers)2010-12-31$2,074
Total plan assets at end of year2010-12-31$159,472
Total plan assets at beginning of year2010-12-31$73,418
Value of fidelity bond covering the plan2010-12-31$8,000
Total contributions received or receivable from participants2010-12-31$51,672
Other income received2010-12-31$10,674
Net income (gross income less expenses)2010-12-31$86,054
Net plan assets at end of year (total assets less liabilities)2010-12-31$159,472
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$73,418
Total contributions received or receivable from employer(s)2010-12-31$25,782

Form 5500 Responses for ERIC P. SWINSON, DMD, PC 401(K) PLAN

2015: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ERIC P. SWINSON, DMD, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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