Civic Intelligence

Steven P. Swords, D.M.D. PC.

Plan context: Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust

EIN 22-3846899 • Columbus, GA • 23 filings • 4 plans

6233 Veterans PkwyColumbus, GA 31909
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$401,221

2018 Contributions

$185,741

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,935,498$967,749$0200120102017YearValue
$401,221Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200120092017YearValue
5Latest year 2017

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$0-
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-0$0$0-
201725$401,221$0-
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-5$401,221$0-
Swords Family Dental Care Retirement Plan & Trust-0$0$0-
201626$1,935,498$185,741$30,957iApproximate average salary by contribution assumption: employee only about $773,921 at 4% or $515,947 at 6%; with 50% employer match about $515,947 at 4% or $343,965 at 6%; with 100% employer match about $386,960 at 4% or $257,974 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$1,557,516$93,348$15,558iApproximate average salary by contribution assumption: employee only about $388,950 at 4% or $259,300 at 6%; with 50% employer match about $259,300 at 4% or $172,867 at 6%; with 100% employer match about $194,475 at 4% or $129,650 at 6%.
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-5$377,982$92,393$18,479iApproximate average salary by contribution assumption: employee only about $461,965 at 4% or $307,977 at 6%; with 50% employer match about $307,977 at 4% or $205,318 at 6%; with 100% employer match about $230,982 at 4% or $153,988 at 6%.
201528$1,673,239$182,286$22,786iApproximate average salary by contribution assumption: employee only about $569,644 at 4% or $379,763 at 6%; with 50% employer match about $379,763 at 4% or $253,175 at 6%; with 100% employer match about $284,822 at 4% or $189,881 at 6%.
Swords Family Dental Care Retirement Plan & Trust-8$1,402,218$94,199$11,775iApproximate average salary by contribution assumption: employee only about $294,372 at 4% or $196,248 at 6%; with 50% employer match about $196,248 at 4% or $130,832 at 6%; with 100% employer match about $147,186 at 4% or $98,124 at 6%.
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-6$271,021$88,087$14,681iApproximate average salary by contribution assumption: employee only about $367,029 at 4% or $244,686 at 6%; with 50% employer match about $244,686 at 4% or $163,124 at 6%; with 100% employer match about $183,515 at 4% or $122,343 at 6%.
201428$1,557,957$200,829$25,104iApproximate average salary by contribution assumption: employee only about $627,591 at 4% or $418,394 at 6%; with 50% employer match about $418,394 at 4% or $278,929 at 6%; with 100% employer match about $313,795 at 4% or $209,197 at 6%.
Swords Family Dental Care Retirement Plan & Trust-8$1,368,009$100,336$12,542iApproximate average salary by contribution assumption: employee only about $313,550 at 4% or $209,033 at 6%; with 50% employer match about $209,033 at 4% or $139,356 at 6%; with 100% employer match about $156,775 at 4% or $104,517 at 6%.
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-7$189,948$100,493$14,356iApproximate average salary by contribution assumption: employee only about $358,904 at 4% or $239,269 at 6%; with 50% employer match about $239,269 at 4% or $159,513 at 6%; with 100% employer match about $179,452 at 4% or $119,635 at 6%.
201328$1,316,641$191,264$23,908iApproximate average salary by contribution assumption: employee only about $597,700 at 4% or $398,467 at 6%; with 50% employer match about $398,467 at 4% or $265,644 at 6%; with 100% employer match about $298,850 at 4% or $199,233 at 6%.
Swords Family Dental Care Retirement Plan & Trust-8$1,229,305$104,657$13,082iApproximate average salary by contribution assumption: employee only about $327,053 at 4% or $218,035 at 6%; with 50% employer match about $218,035 at 4% or $145,357 at 6%; with 100% employer match about $163,527 at 4% or $109,018 at 6%.
Swords Family Dental Care Defined Benefit Cash Balance Plan & Trust-7$87,336$86,607$12,372iApproximate average salary by contribution assumption: employee only about $309,311 at 4% or $206,207 at 6%; with 50% employer match about $206,207 at 4% or $137,471 at 6%; with 100% employer match about $154,655 at 4% or $103,104 at 6%.
201218$1,062,061$95,738$11,967iApproximate average salary by contribution assumption: employee only about $299,181 at 4% or $199,454 at 6%; with 50% employer match about $199,454 at 4% or $132,969 at 6%; with 100% employer match about $149,591 at 4% or $99,727 at 6%.
Swords Family Dental Care Retirement Plan & Trust-8$1,062,061$95,738$11,967iApproximate average salary by contribution assumption: employee only about $299,181 at 4% or $199,454 at 6%; with 50% employer match about $199,454 at 4% or $132,969 at 6%; with 100% employer match about $149,591 at 4% or $99,727 at 6%.
201117$890,898$113,235$16,176iApproximate average salary by contribution assumption: employee only about $404,411 at 4% or $269,607 at 6%; with 50% employer match about $269,607 at 4% or $179,738 at 6%; with 100% employer match about $202,205 at 4% or $134,804 at 6%.
Swords Family Dental Care Retirement Plan & Trust-7$890,898$113,235$16,176iApproximate average salary by contribution assumption: employee only about $404,411 at 4% or $269,607 at 6%; with 50% employer match about $269,607 at 4% or $179,738 at 6%; with 100% employer match about $202,205 at 4% or $134,804 at 6%.
201016$778,296$86,808$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$778,296$86,808$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
200915$623,267$92,211$18,442iApproximate average salary by contribution assumption: employee only about $461,055 at 4% or $307,370 at 6%; with 50% employer match about $307,370 at 4% or $204,913 at 6%; with 100% employer match about $230,528 at 4% or $153,685 at 6%.
Swords Family Dental Care Retirement Plan & Trust-5$623,267$92,211$18,442iApproximate average salary by contribution assumption: employee only about $461,055 at 4% or $307,370 at 6%; with 50% employer match about $307,370 at 4% or $204,913 at 6%; with 100% employer match about $230,528 at 4% or $153,685 at 6%.
200814$459,544$99,108$24,777iApproximate average salary by contribution assumption: employee only about $619,425 at 4% or $412,950 at 6%; with 50% employer match about $412,950 at 4% or $275,300 at 6%; with 100% employer match about $309,713 at 4% or $206,475 at 6%.
Swords Family Dental Care Retirement Plan & Trust-4$459,544$99,108$24,777iApproximate average salary by contribution assumption: employee only about $619,425 at 4% or $412,950 at 6%; with 50% employer match about $412,950 at 4% or $275,300 at 6%; with 100% employer match about $309,713 at 4% or $206,475 at 6%.
200714$0$0-
Swords Family Dental Care Retirement Plan & Trust-4---
200616$534,992$93,194$15,532iApproximate average salary by contribution assumption: employee only about $388,308 at 4% or $258,872 at 6%; with 50% employer match about $258,872 at 4% or $172,581 at 6%; with 100% employer match about $194,154 at 4% or $129,436 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$534,992$93,194$15,532iApproximate average salary by contribution assumption: employee only about $388,308 at 4% or $258,872 at 6%; with 50% employer match about $258,872 at 4% or $172,581 at 6%; with 100% employer match about $194,154 at 4% or $129,436 at 6%.
200516$405,981$87,819$14,637iApproximate average salary by contribution assumption: employee only about $365,913 at 4% or $243,942 at 6%; with 50% employer match about $243,942 at 4% or $162,628 at 6%; with 100% employer match about $182,956 at 4% or $121,971 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$405,981$87,819$14,637iApproximate average salary by contribution assumption: employee only about $365,913 at 4% or $243,942 at 6%; with 50% employer match about $243,942 at 4% or $162,628 at 6%; with 100% employer match about $182,956 at 4% or $121,971 at 6%.
200416$298,780$85,108$14,185iApproximate average salary by contribution assumption: employee only about $354,617 at 4% or $236,411 at 6%; with 50% employer match about $236,411 at 4% or $157,607 at 6%; with 100% employer match about $177,308 at 4% or $118,206 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$298,780$85,108$14,185iApproximate average salary by contribution assumption: employee only about $354,617 at 4% or $236,411 at 6%; with 50% employer match about $236,411 at 4% or $157,607 at 6%; with 100% employer match about $177,308 at 4% or $118,206 at 6%.
200317$189,374$70,769$10,110iApproximate average salary by contribution assumption: employee only about $252,746 at 4% or $168,498 at 6%; with 50% employer match about $168,498 at 4% or $112,332 at 6%; with 100% employer match about $126,373 at 4% or $84,249 at 6%.
Swords Family Dental Care Retirement Plan & Trust-7$189,374$70,769$10,110iApproximate average salary by contribution assumption: employee only about $252,746 at 4% or $168,498 at 6%; with 50% employer match about $168,498 at 4% or $112,332 at 6%; with 100% employer match about $126,373 at 4% or $84,249 at 6%.
200216$96,676$75,345$12,558iApproximate average salary by contribution assumption: employee only about $313,938 at 4% or $209,292 at 6%; with 50% employer match about $209,292 at 4% or $139,528 at 6%; with 100% employer match about $156,969 at 4% or $104,646 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$96,676$75,345$12,558iApproximate average salary by contribution assumption: employee only about $313,938 at 4% or $209,292 at 6%; with 50% employer match about $209,292 at 4% or $139,528 at 6%; with 100% employer match about $156,969 at 4% or $104,646 at 6%.
200116$46,670$15,518$2,586iApproximate average salary by contribution assumption: employee only about $64,658 at 4% or $43,106 at 6%; with 50% employer match about $43,106 at 4% or $28,737 at 6%; with 100% employer match about $32,329 at 4% or $21,553 at 6%.
Swords Family Dental Care Retirement Plan & Trust-6$46,670$15,518$2,586iApproximate average salary by contribution assumption: employee only about $64,658 at 4% or $43,106 at 6%; with 50% employer match about $43,106 at 4% or $28,737 at 6%; with 100% employer match about $32,329 at 4% or $21,553 at 6%.