Civic Intelligence

Swan Dental

Plan context: SWAN DENTAL CASH BALANCE PLAN

EIN 39-1716046 • Milwaukee, WI • 17 filings • 4 plans

2669 N Swan BlvdMilwaukee, WI 53226
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$935,515

2015 Contributions

$98,994

Historical Graphs

Total Assets Over Time

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

$935,515$467,758$0200520102014YearValue
$935,515Latest year 2014

Participants Over Time

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

840200520102014YearValue
8Latest year 2014

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
201520$0$98,994-
Swan Dental 401(K) Profit Sharing Plan-0$0$46,723-
SWAN DENTAL CASH BALANCE PLAN-0$0$52,271-
201428$935,515$94,772$11,847iApproximate average salary by contribution assumption: employee only about $296,163 at 4% or $197,442 at 6%; with 50% employer match about $197,442 at 4% or $131,628 at 6%; with 100% employer match about $148,081 at 4% or $98,721 at 6%.
Swan Dental 401(K) Profit Sharing Plan-8$652,505$51,031$6,379iApproximate average salary by contribution assumption: employee only about $159,472 at 4% or $106,315 at 6%; with 50% employer match about $106,315 at 4% or $70,876 at 6%; with 100% employer match about $79,736 at 4% or $53,157 at 6%.
SWAN DENTAL CASH BALANCE PLAN-8$283,010$43,741$5,468iApproximate average salary by contribution assumption: employee only about $136,691 at 4% or $91,127 at 6%; with 50% employer match about $91,127 at 4% or $60,751 at 6%; with 100% employer match about $68,345 at 4% or $45,564 at 6%.
201327$810,364$66,827$9,547iApproximate average salary by contribution assumption: employee only about $238,668 at 4% or $159,112 at 6%; with 50% employer match about $159,112 at 4% or $106,075 at 6%; with 100% employer match about $119,334 at 4% or $79,556 at 6%.
Swan Dental 401(K) Profit Sharing Plan-7$578,821$45,091$6,442iApproximate average salary by contribution assumption: employee only about $161,039 at 4% or $107,360 at 6%; with 50% employer match about $107,360 at 4% or $71,573 at 6%; with 100% employer match about $80,520 at 4% or $53,680 at 6%.
SWAN DENTAL CASH BALANCE PLAN-7$231,543$21,736$3,105iApproximate average salary by contribution assumption: employee only about $77,629 at 4% or $51,752 at 6%; with 50% employer match about $51,752 at 4% or $34,502 at 6%; with 100% employer match about $38,814 at 4% or $25,876 at 6%.
201227$640,539$65,336$9,334iApproximate average salary by contribution assumption: employee only about $233,343 at 4% or $155,562 at 6%; with 50% employer match about $155,562 at 4% or $103,708 at 6%; with 100% employer match about $116,671 at 4% or $77,781 at 6%.
Swan Dental 401(K) Profit Sharing Plan-7$456,985$44,697$6,385iApproximate average salary by contribution assumption: employee only about $159,632 at 4% or $106,421 at 6%; with 50% employer match about $106,421 at 4% or $70,948 at 6%; with 100% employer match about $79,816 at 4% or $53,211 at 6%.
SWAN DENTAL CASH BALANCE PLAN-7$183,554$20,639$2,948iApproximate average salary by contribution assumption: employee only about $73,711 at 4% or $49,140 at 6%; with 50% employer match about $49,140 at 4% or $32,760 at 6%; with 100% employer match about $36,855 at 4% or $24,570 at 6%.
201127$503,782$119,691$17,099iApproximate average salary by contribution assumption: employee only about $427,468 at 4% or $284,979 at 6%; with 50% employer match about $284,979 at 4% or $189,986 at 6%; with 100% employer match about $213,734 at 4% or $142,489 at 6%.
Swan Dental 401(K) Profit Sharing Plan-7$360,628$50,691$7,242iApproximate average salary by contribution assumption: employee only about $181,039 at 4% or $120,693 at 6%; with 50% employer match about $120,693 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,346 at 6%.
STEVEN R. SCHNOLL, D.D.S., S.C. CASH BALANCE PLAN-7$143,154$69,000$9,857iApproximate average salary by contribution assumption: employee only about $246,429 at 4% or $164,286 at 6%; with 50% employer match about $164,286 at 4% or $109,524 at 6%; with 100% employer match about $123,214 at 4% or $82,143 at 6%.
201026$402,460$117,811$19,635iApproximate average salary by contribution assumption: employee only about $490,879 at 4% or $327,253 at 6%; with 50% employer match about $327,253 at 4% or $218,169 at 6%; with 100% employer match about $245,440 at 4% or $163,626 at 6%.
Swan Dental 401(K) Profit Sharing Plan-6$324,379$42,567$7,095iApproximate average salary by contribution assumption: employee only about $177,363 at 4% or $118,242 at 6%; with 50% employer match about $118,242 at 4% or $78,828 at 6%; with 100% employer match about $88,681 at 4% or $59,121 at 6%.
STEVEN R. SCHNOLL, D.D.S., S.C. CASH BALANCE PLAN-6$78,081$75,244$12,541iApproximate average salary by contribution assumption: employee only about $313,517 at 4% or $209,011 at 6%; with 50% employer match about $209,011 at 4% or $139,341 at 6%; with 100% employer match about $156,758 at 4% or $104,506 at 6%.
200918$254,524$58,961$7,370iApproximate average salary by contribution assumption: employee only about $184,253 at 4% or $122,835 at 6%; with 50% employer match about $122,835 at 4% or $81,890 at 6%; with 100% employer match about $92,127 at 4% or $61,418 at 6%.
Swan Dental 401(K) Profit Sharing Plan-8$254,524$58,961$7,370iApproximate average salary by contribution assumption: employee only about $184,253 at 4% or $122,835 at 6%; with 50% employer match about $122,835 at 4% or $81,890 at 6%; with 100% employer match about $92,127 at 4% or $61,418 at 6%.
200815$156,440$53,977$10,795iApproximate average salary by contribution assumption: employee only about $269,885 at 4% or $179,923 at 6%; with 50% employer match about $179,923 at 4% or $119,949 at 6%; with 100% employer match about $134,943 at 4% or $89,962 at 6%.
Swan Dental 401(K) Profit Sharing Plan-5$156,440$53,977$10,795iApproximate average salary by contribution assumption: employee only about $269,885 at 4% or $179,923 at 6%; with 50% employer match about $179,923 at 4% or $119,949 at 6%; with 100% employer match about $134,943 at 4% or $89,962 at 6%.
200713$171,384$45,637$15,212iApproximate average salary by contribution assumption: employee only about $380,308 at 4% or $253,539 at 6%; with 50% employer match about $253,539 at 4% or $169,026 at 6%; with 100% employer match about $190,154 at 4% or $126,769 at 6%.
Swan Dental 401(K) Profit Sharing Plan-3$171,384$45,637$15,212iApproximate average salary by contribution assumption: employee only about $380,308 at 4% or $253,539 at 6%; with 50% employer match about $253,539 at 4% or $169,026 at 6%; with 100% employer match about $190,154 at 4% or $126,769 at 6%.
200615$125,624$61,417$12,283iApproximate average salary by contribution assumption: employee only about $307,085 at 4% or $204,723 at 6%; with 50% employer match about $204,723 at 4% or $136,482 at 6%; with 100% employer match about $153,543 at 4% or $102,362 at 6%.
Swan Dental 401(K) Profit Sharing Plan-5$125,624$61,417$12,283iApproximate average salary by contribution assumption: employee only about $307,085 at 4% or $204,723 at 6%; with 50% employer match about $204,723 at 4% or $136,482 at 6%; with 100% employer match about $153,543 at 4% or $102,362 at 6%.
200515$55,231$51,729$10,346iApproximate average salary by contribution assumption: employee only about $258,645 at 4% or $172,430 at 6%; with 50% employer match about $172,430 at 4% or $114,953 at 6%; with 100% employer match about $129,322 at 4% or $86,215 at 6%.
Swan Dental 401(K) Profit Sharing Plan-5$55,231$51,729$10,346iApproximate average salary by contribution assumption: employee only about $258,645 at 4% or $172,430 at 6%; with 50% employer match about $172,430 at 4% or $114,953 at 6%; with 100% employer match about $129,322 at 4% or $86,215 at 6%.