Civic Intelligence

SWANSON DENTAL GROUP, PLLC

Plan context: SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-0860460 • Cape Coral, FL • 15 filings • 3 plans

728 SW Pine Island Rd Ste 11Cape Coral, FL 33991-1969
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,556,125

2025 Contributions

$119,744

Historical Graphs

Total Assets Over Time

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

$2,556,125$1,278,063$0201120182025YearValue
$2,556,125Latest year 2025

Participants Over Time

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

1160201120182025YearValue
7Latest year 2025

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
202517$2,556,125$119,744$17,106iApproximate average salary by contribution assumption: employee only about $427,657 at 4% or $285,105 at 6%; with 50% employer match about $285,105 at 4% or $190,070 at 6%; with 100% employer match about $213,829 at 4% or $142,552 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-7$2,556,125$119,744$17,106iApproximate average salary by contribution assumption: employee only about $427,657 at 4% or $285,105 at 6%; with 50% employer match about $285,105 at 4% or $190,070 at 6%; with 100% employer match about $213,829 at 4% or $142,552 at 6%.
202419$2,206,025$73,340$8,149iApproximate average salary by contribution assumption: employee only about $203,722 at 4% or $135,815 at 6%; with 50% employer match about $135,815 at 4% or $90,543 at 6%; with 100% employer match about $101,861 at 4% or $67,907 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-9$2,206,025$73,340$8,149iApproximate average salary by contribution assumption: employee only about $203,722 at 4% or $135,815 at 6%; with 50% employer match about $135,815 at 4% or $90,543 at 6%; with 100% employer match about $101,861 at 4% or $67,907 at 6%.
2023110$1,846,771$128,606$12,861iApproximate average salary by contribution assumption: employee only about $321,515 at 4% or $214,343 at 6%; with 50% employer match about $214,343 at 4% or $142,896 at 6%; with 100% employer match about $160,758 at 4% or $107,172 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-10$1,846,771$128,606$12,861iApproximate average salary by contribution assumption: employee only about $321,515 at 4% or $214,343 at 6%; with 50% employer match about $214,343 at 4% or $142,896 at 6%; with 100% employer match about $160,758 at 4% or $107,172 at 6%.
2022110$1,450,151$143,240$14,324iApproximate average salary by contribution assumption: employee only about $358,100 at 4% or $238,733 at 6%; with 50% employer match about $238,733 at 4% or $159,156 at 6%; with 100% employer match about $179,050 at 4% or $119,367 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-10$1,450,151$143,240$14,324iApproximate average salary by contribution assumption: employee only about $358,100 at 4% or $238,733 at 6%; with 50% employer match about $238,733 at 4% or $159,156 at 6%; with 100% employer match about $179,050 at 4% or $119,367 at 6%.
2021111$1,625,224$125,222$11,384iApproximate average salary by contribution assumption: employee only about $284,595 at 4% or $189,730 at 6%; with 50% employer match about $189,730 at 4% or $126,487 at 6%; with 100% employer match about $142,298 at 4% or $94,865 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-11$1,625,224$125,222$11,384iApproximate average salary by contribution assumption: employee only about $284,595 at 4% or $189,730 at 6%; with 50% employer match about $189,730 at 4% or $126,487 at 6%; with 100% employer match about $142,298 at 4% or $94,865 at 6%.
2020111$1,355,201$95,481$8,680iApproximate average salary by contribution assumption: employee only about $217,002 at 4% or $144,668 at 6%; with 50% employer match about $144,668 at 4% or $96,445 at 6%; with 100% employer match about $108,501 at 4% or $72,334 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-11$1,355,201$95,481$8,680iApproximate average salary by contribution assumption: employee only about $217,002 at 4% or $144,668 at 6%; with 50% employer match about $144,668 at 4% or $96,445 at 6%; with 100% employer match about $108,501 at 4% or $72,334 at 6%.
201919$1,108,708$94,871$10,541iApproximate average salary by contribution assumption: employee only about $263,531 at 4% or $175,687 at 6%; with 50% employer match about $175,687 at 4% or $117,125 at 6%; with 100% employer match about $131,765 at 4% or $87,844 at 6%.
SWANSON DENTAL GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST-9$1,108,708$94,871$10,541iApproximate average salary by contribution assumption: employee only about $263,531 at 4% or $175,687 at 6%; with 50% employer match about $175,687 at 4% or $117,125 at 6%; with 100% employer match about $131,765 at 4% or $87,844 at 6%.
201818$783,899$94,089$11,761iApproximate average salary by contribution assumption: employee only about $294,028 at 4% or $196,019 at 6%; with 50% employer match about $196,019 at 4% or $130,679 at 6%; with 100% employer match about $147,014 at 4% or $98,009 at 6%.
SWANSON DENTAL GROUP PLLC 401 K PROFIT SHARING PLAN TRUST-8$783,899$94,089$11,761iApproximate average salary by contribution assumption: employee only about $294,028 at 4% or $196,019 at 6%; with 50% employer match about $196,019 at 4% or $130,679 at 6%; with 100% employer match about $147,014 at 4% or $98,009 at 6%.
201717$752,545$88,383$12,626iApproximate average salary by contribution assumption: employee only about $315,654 at 4% or $210,436 at 6%; with 50% employer match about $210,436 at 4% or $140,290 at 6%; with 100% employer match about $157,827 at 4% or $105,218 at 6%.
SWANSON DENTAL GROUP PLLC 401 K PROFIT SHARING PLAN TRUST-7$752,545$88,383$12,626iApproximate average salary by contribution assumption: employee only about $315,654 at 4% or $210,436 at 6%; with 50% employer match about $210,436 at 4% or $140,290 at 6%; with 100% employer match about $157,827 at 4% or $105,218 at 6%.
201617$535,577$75,477$10,782iApproximate average salary by contribution assumption: employee only about $269,561 at 4% or $179,707 at 6%; with 50% employer match about $179,707 at 4% or $119,805 at 6%; with 100% employer match about $134,780 at 4% or $89,854 at 6%.
SWANSON DENTAL GROUP PLLC 401 K PROFIT SHARING PLAN TRUST-7$535,577$75,477$10,782iApproximate average salary by contribution assumption: employee only about $269,561 at 4% or $179,707 at 6%; with 50% employer match about $179,707 at 4% or $119,805 at 6%; with 100% employer match about $134,780 at 4% or $89,854 at 6%.
201516$426,133$82,911$13,819iApproximate average salary by contribution assumption: employee only about $345,463 at 4% or $230,308 at 6%; with 50% employer match about $230,308 at 4% or $153,539 at 6%; with 100% employer match about $172,731 at 4% or $115,154 at 6%.
SWANSON DENTAL GROUP PLLC 401 K PROFIT SHARING PLAN TRUST-6$426,133$82,911$13,819iApproximate average salary by contribution assumption: employee only about $345,463 at 4% or $230,308 at 6%; with 50% employer match about $230,308 at 4% or $153,539 at 6%; with 100% employer match about $172,731 at 4% or $115,154 at 6%.
201415$344,596$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
SWANSON DENTAL GROUP, PLLC 401 K PROFIT SHARING PLAN TRUST-5$344,596$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201313$254,620$81,959$27,320iApproximate average salary by contribution assumption: employee only about $682,992 at 4% or $455,328 at 6%; with 50% employer match about $455,328 at 4% or $303,552 at 6%; with 100% employer match about $341,496 at 4% or $227,664 at 6%.
SWANSON DENTAL GROUP, PLLC 401 K PROFIT SHARING PLAN TRUST-3$254,620$81,959$27,320iApproximate average salary by contribution assumption: employee only about $682,992 at 4% or $455,328 at 6%; with 50% employer match about $455,328 at 4% or $303,552 at 6%; with 100% employer match about $341,496 at 4% or $227,664 at 6%.
201214$131,038$84,413$21,103iApproximate average salary by contribution assumption: employee only about $527,581 at 4% or $351,721 at 6%; with 50% employer match about $351,721 at 4% or $234,481 at 6%; with 100% employer match about $263,791 at 4% or $175,860 at 6%.
SWANSON DENTAL GROUP, PLLC 401 K PROFIT SHARING PLAN TRUST-4$131,038$84,413$21,103iApproximate average salary by contribution assumption: employee only about $527,581 at 4% or $351,721 at 6%; with 50% employer match about $351,721 at 4% or $234,481 at 6%; with 100% employer match about $263,791 at 4% or $175,860 at 6%.
201113$37,638$38,124$12,708iApproximate average salary by contribution assumption: employee only about $317,700 at 4% or $211,800 at 6%; with 50% employer match about $211,800 at 4% or $141,200 at 6%; with 100% employer match about $158,850 at 4% or $105,900 at 6%.
SWANSON DENTAL GROUP, PLLC 401 K PROFIT SHARING PLAN TRUST-3$37,638$38,124$12,708iApproximate average salary by contribution assumption: employee only about $317,700 at 4% or $211,800 at 6%; with 50% employer match about $211,800 at 4% or $141,200 at 6%; with 100% employer match about $158,850 at 4% or $105,900 at 6%.